GrayBella Capital is a venture growth fund, investing in fast-growth deep-technology and healthcare related companies in Europe
Europe
Joined November 2017
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GrayBella Capital retweeted
My biggest concern is that if there is a clean sweep by Democrats of the House, Senate and Presidency in 2028, they will:
1. Make DC and Puerto Rico states to gain a strong majority in the Senate.
2. Open the borders and legalize everyone living in America illegally to cement a permanent majority.
3. Increase the size of the Supreme Court to gain an immediate majority.
This would result in America becoming a permanent one-party state and the end of democracy in any meaningful sense of the word.
All that is needed to ensure this doesn’t happen is 51 Republican senators in 2029. That is why you should vote for Republican senators this election. Other reasons are irrelevant compared to this one.
GrayBella Capital retweeted
This is f*cking insane. Nvidia founder and CEO Jensen Huang:
"Nobody writes prompts anymore. The new job is building loops and graphs
The engineers who stopped prompting are already years ahead, and the rest will end up working for them"
In this 50-minute talk, Jensen explains why prompting is over and what the best engineers are building instead
Prompts → Agents → Loops → Graphs → AI Workforce
Using AI doesn't mean writing better prompts into a chatbot
It means loops that do the work, and graphs that run the loops without you
95% of people are still polishing prompts, the 5% who build loops and graphs will run everything
Worth more than any $2,000 AI course
Bookmark and watch it today
Then save the full harness engineering guide below before everyone catches up ↓
GrayBella Capital retweeted
As France is burning, I keep thinking of what the UAE Foreign Minister said a few years ago 👇
He accurately predicted this.
GrayBella Capital retweeted
Elon Musk's new full interview on superintelligence with Jensen Huang, Gavin Baker, and Tom Brown.
0:04 Go America
0:07 How America wins superintelligence
0:42 Jensen: SI reinvented the whole compute stack, energy is first
2:53 Elon, how do we win?
3:01 Elon: scale power + chip fab, China has 3x US electricity
4:00 We need the Wright brothers on the job
4:02 SpaceX 10 GW = ~25% of all new US power
4:24 Elon: US is ~500 GW. Every 5 GW = 1% more power ≈ 1% GDP
5:29 Jensen: each GW ≈ $40–50B of economic output
5:45 1% of the US = $300B
5:52 Elon: 5 GW = $300B. $60B per GW
6:16 Elon: orbital compute. SpaceX + Tesla targeting 200 GW/year solar
7:24 Jensen: launch cost is worth it, put NVIDIA compute in space
7:45 Climbing the Kardashev scale / data centers and small towns
8:24 Jensen: these are SI factories, not data centers. ~1 million jobs
10:08 Colossus and MacroHard
10:21 Elon: job shortage, doubled local taxes, $250M water plant, half-price Starlink
11:10 Jensen: market is funding nuclear, fusion, storage with no subsidy
11:47 Combined $5T+ of 401k wealth for ordinary Americans
12:09 Elon: Jensen $5T by himself, Elon ~$3.5T
12:23 Starship first orbit + NVIDIA open agent safety
12:52 Jensen: OpenShell containment + BlueField monitoring
15:17 Same playbook as making the internet safe
15:38 Safety and advancing SI are the same thing
16:08 Elon, Monday’s Starship flight
16:19 Elon: first orbit, Starlink V3, 737 wingspan, biggest payload since Skylab
16:51 Tom Brown walks in
17:20 Elon: 1M tons to Moon/Mars + 200–300 GW/year of AI compute
18:06 What can Opus 5.5 do for ordinary Americans?
18:32 Tom: longer tasks + a flood of AI-written software
19:39 SI finding life-saving drugs
20:09 Jensen uses Claude: 8-hour research becomes a 3-minute report
21:19 Elon, what does SI do for ordinary Americans?
21:32 Elon: AI catching bad diagnoses. People would have died
22:19 Should SI be imbued with American values?
23:00 Jensen: SI is a tool. The steak-knife / judgment problem
24:26 What came out of the White House lunch?
24:42 Elon: joint SI safety declaration. Grade each other’s homework
25:12 Jensen: internal controls, external audits, industry best practices. POTUS pulled it together
GrayBella Capital retweeted
If laughing at Ground Zero while names are being read during the 25th anniversary of 9/11 is your thing, perhaps public service isn’t your calling.
GrayBella Capital retweeted
At the 2022 Daily Journal annual meeting, 98-year-old Charlie Munger explained why people grow less satisfied even as they live better than previous generations.
“The world is not driven by greed. It is driven by envy.”
Your life can become five times better. But once someone else has more, your own progress starts to feel insufficient.
Munger considered envy one of 25 psychological tendencies that lead intelligent people into ruinous decisions.
In his 1995 speech The Psychology of Human Misjudgment, he laid out 24 standard causes of misjudgment. When he revised the text in 2005, the list grew to 25.
I turned the expanded version into a 25-point checklist in the article below.
GrayBella Capital retweeted
Intelligent people live a boring life. They go to bed at 10. Wake up at 6. Eat simple foods. Go for long walks. Read thick books. Say no to things that drain them. The world chases excitement. But they chase calm. Things that align with their soul. A calm routine. A quiet mind. A healthy body. Meaningful work. A small circle. A private life. Their life may look boring from the outside. But from the inside, they experience a kind of freedom most people spend their entire lives searching for.
GrayBella Capital retweeted
It’s not a mystery as to where Mamdani’s city run grocery stores will lead. It’s an economic law not a theory. The government will commit resources to these stores that will hold prices 30% below market price for a short time. The privately owned grocery stores that previously served the neighborhoods will lose market share and, due to already razor thin margins, will go under. The government run stores will deteriorate as all government programs do and soon there will be product shortages etc. the area will be left far worse off than it started. But that’s not what’s interesting here. The real story is that Mamdani and his cohorts are just as aware of this progression as we are. The only debate is; why would they intentionally destroy a system and a neighborhood they promised to protect? I’m not sure the answer but it’s worth mentioning that their hold on power and influence becomes greater the more suffering they cause…that’s probably it..
GrayBella Capital retweeted
I asked Claude about the air conditioning debate in Europe, and it really didn’t pull any punches.
GrayBella Capital retweeted
Five Presidents said they would do something about the Islamic Republic of Iran, only ONE acted decisively
GrayBella Capital retweeted
Secretary of State Marco Rubio gives an excellent explanation on why the U.S. needed to strike Iran
It's less than 2 minutes and is worth the watch
GrayBella Capital retweeted
They must be hiding something very big in Minnesota to send their foot soldiers there from all over the country
Let me get this straight:
1. prior administrations deported millions of people, and riots were basically nonexistent
2. the moment trump took office, a coordinated campaign by politicians/legacy media *directly called for resistance to ICE*
3. once riots happen and people are die, the spotlight shifts to stopping deportations and defunding ICE
If this was such a crime against humanity, why did no one riot in 2024?
The intention behind the unrest is NOT empathy.
Empathy is being manufactured on false grounds to achieve political aims. And people are getting hurt.
