visco

Tech Integration & Private Market Advisory

[visco @mvisconti2_]

As a NYer the best reels that hit your phone are while you’re on the train and the connection stops halfway through. Never to be seen again

[visco @mvisconti2_]

The most interesting AI companies in NYC aren’t consumer apps. They’re buried inside finance, insurance, compliance, and ops.

Quiet. Boring… and VERY valuable

[visco @mvisconti2_]

@colecallinan NYC is where AI stops being a demo and starts becoming infrastructure

[visco @mvisconti2_]

The quiet advantage in private markets right now isn’t deal flow.

It’s clean data, faster closes, and fewer surprises.

[visco @mvisconti2_]

@moninvestor People said the internet wasn’t a bubble too.
It still changed the world… after valuations reset

[visco @mvisconti2_]

Private markets talk a big game about “sophistication.”

Then you open their reporting stack and it’s 47 spreadsheets and a prayer.

[visco @mvisconti2_]

The older I get in this industry, the more obvious it becomes:

We don’t need more committees.

We need more people who actually know what they’re doing.

[visco @mvisconti2_]

Most “advisory work” is really just cleaning up the mess left by bad systems.

The future is building infrastructure that doesn’t break under pressure.

[visco @mvisconti2_]

Big firm. Big brand. Big AUM.

Zero operational discipline…

That’s the real bubble.

[visco @mvisconti2_]

Spectators stay curious. Doers stay obsessed.

Curiosity gets you interested in a problem. Obsession forces you to solve it.

Every product, every company, every real breakthrough, came from someone who was obsessed.

That’s the advantage.

[visco @mvisconti2_]

There must be a massive deployment of energy to support the data centers that are being developed

[visco @mvisconti2_]

The AI power bottleneck in the US will be 45GW thru 2028. Avg daily for NYC is 5.5GW

AI data center capex funding surge is forecasted to be $2.9 trillion thru 2028. Approx $900 billion per year

Total capex by ALL the companies in the S&P 500 in 2024 COMBINED was $950 billion…

[visco @mvisconti2_]

Tech capex spending has seen 70% growth from 2023-2024 while US Engergy capacity has only seen an 11% increase over that same period

[visco @mvisconti2_]

Not a new thing, but cloud based valuation models are sweet

[visco @mvisconti2_]

AI probably won’t take your job. But someone using AI will

[visco @mvisconti2_]

Do people care if tactical work is done offshore while oversight and management is onshore?

[visco @mvisconti2_]

The founders who win aren’t always the ones with the loudest brand. They’re the ones who quietly build leverage through data, tech, and speed

[visco @mvisconti2_]

The real opportunity with AI isn’t in building models, it’s in rethinking workflows

[visco @mvisconti2_]

@noesys_co Data structure, governance, and managed data services for future state operating models are prime areas for tech consultants. I’m building a practice that covers it all

[visco @mvisconti2_]

AI powered / automated data extraction is the hottest recurring feature in portfolio monitoring technology at the moment

[visco @mvisconti2_]

Oh yeah btw to all 150 of my followers from high school imma be ripping on this from now on so buckle up or bounce