Tech founder, investor, philanthropist, driver of change. Iranian American immigrant working to spread the American Dream and to restore democracy to Iran.
Every generation has a founder who bends history. Elon Musk did it with SpaceX and @AntonioGracias of Valor was there from the beginning, not as a passive investor, but as a compounding force multiplier. He backed the mission when it still looked impossible to others, stood beside Elon when the outcome was anything but obvious, and helped compound conviction into one of the greatest value-creation stories capitalism has ever seen. A $100B return is more than a number, it is proof of judgment, loyalty, courage, integrity and true operating value. As SpaceX reaches the public markets today, Antonio has earned his place in history as one of the most impactful investors ever while backing the greatest entrepreneur of our time not just once but with every one his ventures.
Interesting to hear OpenAI Head of Compute Sachin Katti @sk7037 explain why inference workloads will still be served from giant data centers in Texas rather than smaller edge locations.. The inherent scale benefits of large DCs lack of available labor makes building smaller DCs closer to major metros inefficient and uneconomic.
"There are still significant benefits to scale on building this compute. Building 50MW of compute is far more expensive per MW than building a GW of compute at one location.. Labor is a big bottleneck around the world today especially in the US. We just don't have enough people to build these things. So getting the kind of critical human mass you need to build, you would much rather do it for a bigger scale than for little bits of 50MW spread around the country."
Seems like the robust growth for DC developers like Core Scientific, Galaxy, TeraWulf, Cipher, etc. will persist for the foreseeable future, despite initial concerns that the current large scale build-outs in places like West Texas were a one-off occurrence.
$CORZ$GLXY$WULF$CIFR$HUT
BREAKING 🚨 Goldman Sachs, the lead investment bank on $SPCX's IPO, expects SpaceX’s AI revenue to surge 100 times by 2030 🚀
SpaceX is targeting a staggering $1.78 trillion valuation for its IPO. According to Goldman Sachs, justifying this price tag hinges on a massive, 100-fold expansion of SpaceX’s AI division by 2030 🔥
A person familiar with the matter confirmed that Goldman recently shared the following aggressive growth timeline with potential investors:
AI division revenue projections:
💰 2025: $3.2 billion
💰 2026: $15.6 billion (a 388% year-over-year increase)
💰 2027: $34.5 billion
💰 2030: $322.0 billion
For context, SpaceX's total revenue was just $18.7 billion last year. By 2030, Goldman expects total company revenue to reach $474.0 billion—meaning the AI segment alone is projected to generate roughly two-thirds of SpaceX's future business.
Iranian President Masoud Pezeshkian has submitted an official letter of resignation to the Office of the Supreme Leader.
Pezeshkian stressed that the president and the government have effectively been excluded from major and vital decision-making processes, and the vacuum created by this situation has enabled hardline factions within the IRGC to take control of affairs.
iranintl.com/en/202605312204…
The videos posted by Iranians from inside of Iran after internet was restored deserve to be seen
Many of these people who marched for freedom and democracy never returned home that night
,@PalmerLuckey on Peter Thiel, @pmarca, and raising venture capital:
"People say, 'It's so difficult to get a warm intro to people.'"
"Marc Andreessen has a really good point on this."
"He says, 'You know the reason that I want a warm intro for anybody that I'm going to invest in? Because if you can't get anyone in my network—if you can't get any of the 10,000 people with my phone number to say a nice word about you, and you can't track down anyone dumb enough to connect you with me—why would I talk to you? That's part of the test.'"
"I was a 19-year-old kid working a minimum wage job with no college degree, living in a 19-foot camper trailer—and Peter Thiel gave me a million dollars when nobody else would to start Oculus."
Via @HooverInst
این ادای احترام شروین عزیز به جاویدنامان وطن واقعا تاثیرگذار و عمیق بود. اشک رو در چشمان من جمع کرد.
این جمله که «هزاران سال بعد هنوز در مورد این شجاعان وطن صحبت خواهد شد»، انسان را به فکر میبره که لحظات تاریخی رو ما داریم زندگی میکنیم.
#انقلاب_شیروخورشید
سخنرانی شروین پیشهور، کارآفرین ایرانی آمریکایی، در نشست آینده تکنولوژی ایران، با زیرنویس فارسی
این نشست شنبه ۲۶ اردیبهشت در ساختمان دفتر مرکزی شرکت «اوبر» در شهر سانفرانسیسکو در ایالت کالیفرنیا برگزار شد.
Ron Baron on CNBC:
1. Starlink will be worth up to $14T
2. SpaceX will be worth $10T - $30T or more
3. $1B IPO order
4. Would NOT bet on SpaceX-Tesla merger
5. Terafab saves big margins, 50X chips needed
6. Never bet against a guy with superpowers who will never give up
Historic moment at Uber HQ in San Francisco.
Shervin Pishevar leads a moment of silence for lives lost under the regime in Iran, with Reza Pahlavi in attendance at the ‘Tech X Future of Iran’ summit.
A room packed with Iranian entrepreneurs, engineers, and investors talking about rebuilding a free future.