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Recently at ETHCC x CoinEasy in Cannes - powerful conversations on what it really takes to scale in Web3. Key takeaway: fundraising follows traction. Focus on building, prove adoption with limited resources, and the right capital will follow. Host CoinEasy | Web3 Simplified Moderator daosasha.eth 🕊️ 1inch Speakers Sergej...

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Harry Stebbings

15,160 Aufrufe • vor 3 Monaten

$NBIS is expected to spend around $16B–$20B in capex in 2026. Alongside $CRWV, it will be one of the neo-cloud companies investing the most. One of the key differentiators between $NBIS and the other neo-cloud players is its focus on margins when it comes to fundraising. Management is clearly trying to avoid excessive debt and unnecessary shareholder dilution. $NBIS already has about 60% of the capital required for its 2026 capex covered, thanks to its strong cash position and the fact that it receives prepayments on the majority of its hyperscaler deals and long-term contracts. The main ways $NBIS expects to raise additional capital are through asset-backed financing and by divesting stakes in non-core businesses such as ClickHouse and Avride. No other neo-cloud company has such a broad portfolio of capital-raising options. Just look at CoreWeave: ~$17.5B in debt, with interest expenses equal to 23% of revenue in Q3 ’25. Different strategies. Different risk profiles.
1:01

$NBIS is expected to spend around $16B–$20B in capex in 2026. Alongside $CRWV, it will be one of the neo-cloud companies investing the most. One of the key differentiators between $NBIS and the other neo-cloud players is its focus on margins when it comes to fundraising. Management is clearly trying to avoid excessive debt and unnecessary shareholder dilution. $NBIS already has about 60% of the capital required for its 2026 capex covered, thanks to its strong cash position and the fact that it receives prepayments on the majority of its hyperscaler deals and long-term contracts. The main ways $NBIS expects to raise additional capital are through asset-backed financing and by divesting stakes in non-core businesses such as ClickHouse and Avride. No other neo-cloud company has such a broad portfolio of capital-raising options. Just look at CoreWeave: ~$17.5B in debt, with interest expenses equal to 23% of revenue in Q3 ’25. Different strategies. Different risk profiles.

Daniel

50,566 Aufrufe • vor 4 Monaten

What an incredible day at the Nigeria Blockchain & AI Week 2025! 🚀 The energy at Landmark Event Centre was electric, and the conversations around blockchain, AI, and Africa's digital future left me buzzing with ideas. Huge shoutout to the powerhouse speakers who dropped game-changing insights—Uyoyo's vision on digital currency innovation was spot on, and the panel with K̴OXY #WID👩🏽‍🍳, CrypZoneX, Web3 Philosopher, and the crew on "Stablecoins and CBDC: Reimagining Currency, Trade, and Cross-Border Payments in Africa" with Olubunmi had me rethinking everything about inclusive finance. Stanley Jacob speech on the ecosystem's potential (and pitfalls) was the perfect capstone—thanks for keeping it real! 💡🌍 Grateful to Nigeria Blockchain And Ai Week, cNGN Stablecoin, mewe, Vanuatu Trade Commission and everyone powering this movement. Who's ready for more?
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What an incredible day at the Nigeria Blockchain & AI Week 2025! 🚀 The energy at Landmark Event Centre was electric, and the conversations around blockchain, AI, and Africa's digital future left me buzzing with ideas. Huge shoutout to the powerhouse speakers who dropped game-changing insights—Uyoyo's vision on digital currency innovation was spot on, and the panel with K̴OXY #WID👩🏽‍🍳, CrypZoneX, Web3 Philosopher, and the crew on "Stablecoins and CBDC: Reimagining Currency, Trade, and Cross-Border Payments in Africa" with Olubunmi had me rethinking everything about inclusive finance. Stanley Jacob speech on the ecosystem's potential (and pitfalls) was the perfect capstone—thanks for keeping it real! 💡🌍 Grateful to Nigeria Blockchain And Ai Week, cNGN Stablecoin, mewe, Vanuatu Trade Commission and everyone powering this movement. Who's ready for more?

vhionsCode 💙💻 📉 💙

14,057 Aufrufe • vor 9 Monaten

this reel absolutely gutted me tonight. hits different with two kids the same age. charlie was a fantastic debater and public speaker. he let people talk and had rational conversations with them. i will never be a charlie. but i do have a voice, and it’s time i start using it. having gone from a nobody to a moderate audience within the last year, i’ve struggled with what to do with my X account. how do i make the best use of the resources i’ve been given? well now it’s clear. my platform here is going to be about family. it will be carrying on charlie’s message to young men that having a family is the biggest blessing in life. it will be about raising good kids. eating healthy. spending quality time with them. and how there’s no greater achievement in a man’s life than that. a lunatic might have killed charlie, but it’s only starting a movement that will be bigger than anything charlie could have done on his own. the events of today will backfire massively. charlie’s assassination will not be in vain, and i’ll do my part to make damn well sure of it.
0:35

this reel absolutely gutted me tonight. hits different with two kids the same age. charlie was a fantastic debater and public speaker. he let people talk and had rational conversations with them. i will never be a charlie. but i do have a voice, and it’s time i start using it. having gone from a nobody to a moderate audience within the last year, i’ve struggled with what to do with my X account. how do i make the best use of the resources i’ve been given? well now it’s clear. my platform here is going to be about family. it will be carrying on charlie’s message to young men that having a family is the biggest blessing in life. it will be about raising good kids. eating healthy. spending quality time with them. and how there’s no greater achievement in a man’s life than that. a lunatic might have killed charlie, but it’s only starting a movement that will be bigger than anything charlie could have done on his own. the events of today will backfire massively. charlie’s assassination will not be in vain, and i’ll do my part to make damn well sure of it.

Cory Watilo

37,793 Aufrufe • vor 10 Monaten

2025 recap From ME - Profit 5% because I was too focused on taking screenshots of the PnL Memecoin - Loss 95% I was too Conviction and DCA Tokens, so I lost my assets - Friends Made in crypto 2 Because Im a retard, no one wants to be friends with me - Life status ALONE :( - InfoFI Point 0 I can't compete with big CT. I just want to focus on finding my niche and value in Web3 - Made solid 2-3 Figs Im too focused on cash out, and I don't have the capital to invest, so I'm stuck at 2 to 3 figures. Thats my recap for 2025 Next I will focus even more What is your recap for 2025? Answer honestly
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2025 recap From ME - Profit 5% because I was too focused on taking screenshots of the PnL Memecoin - Loss 95% I was too Conviction and DCA Tokens, so I lost my assets - Friends Made in crypto 2 Because Im a retard, no one wants to be friends with me - Life status ALONE :( - InfoFI Point 0 I can't compete with big CT. I just want to focus on finding my niche and value in Web3 - Made solid 2-3 Figs Im too focused on cash out, and I don't have the capital to invest, so I'm stuck at 2 to 3 figures. Thats my recap for 2025 Next I will focus even more What is your recap for 2025? Answer honestly

GE

22,204 Aufrufe • vor 7 Monaten

Alexandr Wang, founder of Scale AI, on why the most overlooked layer of AI became its biggest competitive advantage: Wang left MIT in 2016 to start Scale AI, becoming the world's youngest self-made billionaire by betting on AI's unglamorous infrastructure layer while others chased flashier opportunities. His framework for understanding AI is simple. There are three major components: "You have compute, which folks like Nvidia work on. You have algorithms which folks like OpenAI or Google or Anthropic build. And then you have data." Compute had Nvidia. Algorithms had the major labs. Data had no one. That's exactly where Wang and his team made their bet: "We recognized early on that data was going to be a limiter. And there was nobody really working on it." What looked like a gap in the market turned out to be the foundation of it. Years later, Wang says every serious player in AI has arrived at the same conclusion: "Fast forward today, everybody I talked to recognizes that data is gold. Whether it's our customers, the major labs like the OpenAIs or the Metas of the world, or large enterprises like Morgan Stanley or Mastercard, or our partnership between Cisco and Scale." Alexandr Wang continues: "Data is going to be what will differentiate and power the next generation of powerful AI capabilities."
0:46

Alexandr Wang, founder of Scale AI, on why the most overlooked layer of AI became its biggest competitive advantage: Wang left MIT in 2016 to start Scale AI, becoming the world's youngest self-made billionaire by betting on AI's unglamorous infrastructure layer while others chased flashier opportunities. His framework for understanding AI is simple. There are three major components: "You have compute, which folks like Nvidia work on. You have algorithms which folks like OpenAI or Google or Anthropic build. And then you have data." Compute had Nvidia. Algorithms had the major labs. Data had no one. That's exactly where Wang and his team made their bet: "We recognized early on that data was going to be a limiter. And there was nobody really working on it." What looked like a gap in the market turned out to be the foundation of it. Years later, Wang says every serious player in AI has arrived at the same conclusion: "Fast forward today, everybody I talked to recognizes that data is gold. Whether it's our customers, the major labs like the OpenAIs or the Metas of the world, or large enterprises like Morgan Stanley or Mastercard, or our partnership between Cisco and Scale." Alexandr Wang continues: "Data is going to be what will differentiate and power the next generation of powerful AI capabilities."

Big Brain AI

11,395 Aufrufe • vor 1 Monat

Where do the people controlling trillions go to have conversations that actually matter? At #ParisBlockchainWeek, they'll be at Château de Versailles. An evening where most influential leaders in traditional finance and digital assets will sit down for dinner in the palace where kings once ruled. This is the most curated room in institutional digital assets! Past attendees have closed funding rounds, secured enterprise partnerships, and built relationships that compounded for years, because they were in the right room at PBW. If you're building at institutional scale, raising capital, or positioning for what comes next, this is non-negotiable. Which other event gives you two days at the Louvre with 10,000 leaders, and one night at Versailles with the biggest names in the ecosystem who actually decide what happens next? VIP MAX access is limited. Secure your place before the room closes. Secure your VIP MAX ticket now:
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Where do the people controlling trillions go to have conversations that actually matter? At #ParisBlockchainWeek, they'll be at Château de Versailles. An evening where most influential leaders in traditional finance and digital assets will sit down for dinner in the palace where kings once ruled. This is the most curated room in institutional digital assets! Past attendees have closed funding rounds, secured enterprise partnerships, and built relationships that compounded for years, because they were in the right room at PBW. If you're building at institutional scale, raising capital, or positioning for what comes next, this is non-negotiable. Which other event gives you two days at the Louvre with 10,000 leaders, and one night at Versailles with the biggest names in the ecosystem who actually decide what happens next? VIP MAX access is limited. Secure your place before the room closes. Secure your VIP MAX ticket now:

Paris Blockchain Week

13,672 Aufrufe • vor 5 Monaten

America has the edge in the world’s most powerful AI models, no question. But China is playing a different game: efficiency, scale, and global deployment. Kyle Chan from Brookings China explains: "Does winning mean developing the world's most powerful AI models? If yes, then the us has the decisive lead. American ai models are widely recognized as the best in the world on virtually every metric you can think of, from math and reasoning to coding and AI agents, American private companies continue to set the pace at the technological frontier supported by deep capital markets, a dynamic innovation ecosystem, and the best talent from around the world. China's AI models are improving quickly but continue to lag behind. Chinese AI companies face real constraints on compute due to our export controls and their own limited capital resources, so instead they're prioritizing other goals. They're focused on efficiency, building models that are cheaper to train and run. They're focused on adoption using an open source strategy to win users around the world, and they're focused on integration with other platforms and services. On sheer performance, I would expect the gap between our models and theirs to persist or even widen over time. But model performance is not everything."
1:10

America has the edge in the world’s most powerful AI models, no question. But China is playing a different game: efficiency, scale, and global deployment. Kyle Chan from Brookings China explains: "Does winning mean developing the world's most powerful AI models? If yes, then the us has the decisive lead. American ai models are widely recognized as the best in the world on virtually every metric you can think of, from math and reasoning to coding and AI agents, American private companies continue to set the pace at the technological frontier supported by deep capital markets, a dynamic innovation ecosystem, and the best talent from around the world. China's AI models are improving quickly but continue to lag behind. Chinese AI companies face real constraints on compute due to our export controls and their own limited capital resources, so instead they're prioritizing other goals. They're focused on efficiency, building models that are cheaper to train and run. They're focused on adoption using an open source strategy to win users around the world, and they're focused on integration with other platforms and services. On sheer performance, I would expect the gap between our models and theirs to persist or even widen over time. But model performance is not everything."

Select Committee on China

60,135 Aufrufe • vor 3 Monaten