Ibrahim Ajami
@IbrahimAjami
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@mubadalacapital @hub71ad π¦πͺπ±π§
Abu Dhabi
Joined November 2009
He has always been consistent and thatβs very hard to do @eladgil
Elad Gil (@eladgil) on the "AI Bubble": Most companies will fail, just like the 2000s dot-com boom. The real question isnβt if something 'works' today.. Itβs durability. The difference between: - Braintree (short-term $800M exit) - Stripe (long-term $100B+ winner).
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Stargate UAE is taking shape. Led by @khazna_dc, this 1 GW AI infrastructure cluster is a cornerstone of the 5 GW UAEβU.S. AI Campus in Abu Dhabi, and a key part of building the Intelligence Grid: the phygital backbone enabling secure, sovereign, and scalable AI for the nation
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MODERATOR: Are you willing to commit to NOT raise the sales tax? MIKIE SHERRILL: I'm not going to commit to anything right now. On Nov. 4, vote NO on Mikie Sherrill. β
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Abu Dhabi's Zayed National Museum announces opening date https://t.co/fLDg1tw1z1
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Beast I remember they would say Uber would never make money This is 10000x bigger
Latest OpenAI numbers from the FT: 800m users, 5% paying (40m). $13bn in ARR. Implies a $325 annual ARPU, or $27/month per paying user. 70% of rev from subscriptions, rest is API. $8bn loss in H1, prob $20bn run rate loss now? So basically spending $3 for each $1 in revenue.
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Riding in a @Waymo autonomous vehicle is an amazing futuristic experience, straight out of science fiction. So excited to see the service coming to my hometown in London π¬π§! Can't wait for Londoners to try them out soon!
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A true legend @bgurley I often tell new VCs about our first meeting and the prep you did Thank you for all that you did and keep doing for our industry
New pod link attached, but first a life / pod update. Almost two years ago I kicked off the BG2 podcast w my good friend @altcap to talk about tech, markets, investing, capitalism.Β We have covered important topics from nuclear to China from the AI boom to self driving cars from
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AMD had to bet the house ! They did that in 2008 with the separation of manufacturing and creation of @GlobalFoundries. That worked out very well. It took 10 years to materialize but it worked out. This will work out too. @altcap
Missed @friedberg but always fun to chop it up. π«‘π₯
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Today @benthompson on rare earths "U.S.βs deficiency in rare earths isnβt a matter of needing to catch up to technological excellence; itβs needing to simply have the will, incentives, and regulatory regime to do what we already did before." TL;DR they are not rare, we just
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This week in New York, our MD and Group CEO, Khaldoon Khalifa Al Mubarak, participated in a discussion with @BlackRock CEO and Chairman Larry Fink and ABANA Achievement Award winner Dina Powell McCormick. (1/2)
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Jevon's paradox: "making a resource more efficient at use doesn't necessarily decrease total consumption but can increase it because the lower cost of using the resource encourages greater demand and more widespread application" Search became more efficient with AI summaries.
Google gaining search share two months in a row. Overall search instances accelerating from 3% YoY growth in October 2024 to 27% in September 2025 as GenAI expands the market. Funny relative to the hysteria earlier this year.
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I met Dr. Roman Yampolskiy, Professor of Computer Science and Director of the Cyber Security Lab at the University of Louisville, where we discussed the latest trends in artificial intelligence, the evolution of systems toward greater advancement and inclusivity, and the
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Solid discussion at the AD Investment Forum today about the future of urban development and building cities that help us thrive π¦πͺ @hub71ad @aldar @ADGlobalMarket
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Gotta love the man @pmarca 2 cups of coffee and a Guinness Had to move to .75x
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"I'm not obsessed about time. I'm obsessed about energy management. If you have time, but you have no energy, you're not going to accomplish anything anyway." βDaniel Ek (@eldsjal)
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