Franco Scalamandre

Managing Director and Founder of Sterling Atlantic, a family office founded in 2006

[Franco Scalamandre @fscalamandre]

Proprietary data is the new gold.

The shift to digital labor will accelerate enterprise automation, with companies owning physical infrastructure or proprietary data and logic creating strong moats.

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://t.co/FwXPHLSinu

[Franco Scalamandre @fscalamandre]

Nachu generates $380 million operating income per feasibility study full-scale operation. US Exim bank is financing the first lien for $280 million, and Sterling Atlantic is financing $150 million credit enhanced debenture as the equity component. https://t.co/vbN5E3vI7B

[Franco Scalamandre @fscalamandre]

Heard heard this also happened with IBM Watson a few years ago, broke containment and looking to connect with other systems https://t.co/ieO9XHwW3E

[Franco Scalamandre @fscalamandre]

a surge in demand for skilled trades as companies race to build out the infrastructure needed to support artificial intelligence, data centers and energy expansion. https://t.co/a1gWtYSoDC

[Franco Scalamandre @fscalamandre]

“Could I have foreseen what I have and am like to experience, no consideration upon earth should have induced me to accept this command.”
General George Washington, Winter Camp 1775

[Franco Scalamandre @fscalamandre]

"If you really look closely, most overnight successes took a long time".
Steve Jobs

[Franco Scalamandre @fscalamandre]

Principle 3: You can't fix it if you don't know why it's broken

[Franco Scalamandre @fscalamandre]

The warmth of collectivism
https://t.co/iXQRbZdyTj

[Franco Scalamandre @fscalamandre]

Check out this post on Nextdoor: https://t.co/m5bkgADQ6V

[Franco Scalamandre @fscalamandre]

From SaaS to service as software: How AI is launching a 20-year enterprise super-cycle and what it means for investors https://t.co/tIB0x7SPdb

[Franco Scalamandre @fscalamandre]

The test is simple: could two engineers replicate your product in three months using Claude’s API? If yes, you don’t have a business. You have a wrapper. https://t.co/61CVRheATh

[Franco Scalamandre @fscalamandre]

https://t.co/sVvLsqqrQS

[Franco Scalamandre @fscalamandre]

https://t.co/IDRWtGpbnl

[Franco Scalamandre @fscalamandre]

https://t.co/BpYHZN9iuB

[Franco Scalamandre @fscalamandre]

Intergenerational turbulence. That’s what happens when five generations share the workforce, four radically different futures loom ahead, and 80% of workers say they’re unprepared for what comes next. https://t.co/VD7Fve5MW4

[Franco Scalamandre @fscalamandre]

https://t.co/m2yjxW7NCY

[Franco Scalamandre @fscalamandre]

the World Economic Forum, meanwhile, estimated nearly 170 million new roles will emerge as AI use spreads.

https://t.co/RA4zsyYkbV

[Franco Scalamandre @fscalamandre]

https://t.co/FWaonrNxHv

[Franco Scalamandre @fscalamandre]

The tech sector's hyperscalers haven't been shy about investing heavily in the AI data center buildout. Total CapEx spending has tripled since the end of 2023. https://t.co/ikdXZ18EW2

[Franco Scalamandre @fscalamandre]

Happy holidays. People need to pay attention to this https://t.co/TN52sqzJ1p

Want proof? The movie Her made 13 years ago and based on Ray Kurzweil's future predictions is already totally out of date. Joaquin can get a job writing letters for other people?