Tomorrow - after the Knicks game 🏀 - my company @iconnections_io will open the doors for Global Alts New York at The Glasshouse with 3500 capital intro meetings between the world’s top LPs + GPs. I’ll be posting realtime updates from this feed. Stay tuned 👀
@GavinSBaker is one of the sharpest minds on the public markets/AI overlap right now. If you care about where compute, capex, and capital allocation are heading, this is the one to clear time for. 📌
Gavin Baker: "I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble."
"If Taiwan Semi did what Jensen wanted, Nvidia could sell $2 trillion of GPUs in 2026 or 2027.
But there is a limit where consumers would consume so much that you'd probably be in an overbuild.
And you are starting to see companies go to Intel and Samsung.
A lot of this may come down to the degree to which Taiwan Semi can maintain a lead over Intel and Samsung and the pace at which they expand capacity.
If I were to watch one thing to understand whether there's a bubble, it's Taiwan Semi's capacity decisions.
There's a Goldilocks zone where they expand enough to make it hard for Intel or Samsung to emerge as a second source, but they also keep the fundamental constraint on wafers that helps us avoid a bubble."
My wife Em & dear friend Petra @pnemcova laughed, ate, and genuinely enjoyed the Longevity Code Gala dinner in Cannes learning more on the global conversation around longevity, health-span, and innovation in healthy aging. Grateful for the evening of connection. 🙏
The best kind of souvenir from Cannes is one that gives back. @RealToniGarrn Supermodel Flea Market channels % of every sale to charity. The bag I picked up for my wife Em, worn here by Toni, sent its donation to @AllHandsHearts founded by @pnemcova disaster relief
Allocator intelligence. By gathering realtime survey data from the @iconnections_io network on the outcome of over 20,000 GP + LP investor meetings, we can offer a deeper layer of data about how, what, and where allocations are being made
2026 looks less like a chase for novelty and more like a return to discipline.
Allocators are rewarding:
• Clear strategy
• Repeatable process
• Real cash flow visibility
• Conviction over volume
The era of “story first” fundraising is fading.
#iConnections#PrivateMarkets #AlternativeInvestments