Immigrant. Entrepreneurs are the most powerful change agents that have ever existed. Co-founder @bicyclevc. Global Board Member @endeavor_global
MIA
Joined February 2009
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Founders from outside the US need to stop focusing on building "startups" and instead focus on building businesses. Entrepreneurship does not only mean VC-funded startup. That's a very recent phenomenon that works best in only one place in the world
AI "ARR" conversation should shift from scale & growth to quality
Rev from other AI-natives can be faster ramp but also less predictable
Old school enterprise rev much harder to scale, but higher quality & likely higher GM
Should be valued at different multiples
“Compute is destiny” is incomplete
Cost of capital is destiny
Winning in AI is all about WACC
It’s why going public is so important
What do Afghanistan, Malawi, Egypt, Bangladesh and USA have in common?
Only one thing
They have the HIGHEST PESSIMISM about AI's impact on people in their respective countries
All-time bag-fumble by the AI industry in the US
Spent a few days understanding exactly how AI transformations work in large enterprises
Conclusion: you need an incredible amount of EQ to deploy all that IQ
It turns out EQ is the alpha
The wheel at the center of global venture capital is jammed. Without liquidity the model doesn’t work, and liquidity is harder than ever outside SV. We need entrepreneurs more than ever, but building businesses not startups
endeavor.org/stories/we-dont…
Instinct round is exhibit A. “Need $1B for compute (“capex”) and only want 10% dilution, therefore value of equity is $10B” is backwards valuation. I don’t know the fundamentals, but it’s a brand new, free service so there are none yet
The most insane, world altering set of outcomes….
or 20bp increase in GDP per capita growth
AI is dark comedy
"On the whole, our present situation more or less resembles that of a party of absolutely ignorant travelers who find themselves in a motor-car launched at full speed and driverless across a broken country."
- Simone Weil, 1934 (era of massive tech progress and automation)
If there was ever a time for someone to invent a new financing product for Silicon Valley it’s now. Makes no sense to fund upfront compute with equity - makes valuation an output of dilution math, which is backwards. New type of mezz with equity kicker or something similar
I’m fully AI-pilled.
But I definitely not want to sit in a chair alone and talk to a giant screen and eat alone and play alone.
My definition of AGI is something that disappears and returns us back to humans being humans with other humans.
💪🏾 fine tuned model running on Dream’s own infrastructure. No outside models, no APIs. Proud of our partners!
The best minds in the world today need to be focused on helping governments and critical infrastructure defy the wave of AI attackers that has only just started.
@dreamgroupai is standing up and doing just that.
Their AI agent and model just scored the highest score EVER benchmarked - 96.6% - on CyberGym, the most authoritative cyber-defense benchmark. And that doesn't even take into account the fact that it runs fully sovereign.
With reports on utility, energy and critical infrastructure attacks coming out every day, governments need to get the absolute best of breed solutions in their hands immediately. Dream is making it happen.
Routing plus agentic payments. Stripe as the AI era’s Google Maps with embedded EZpass
Education systems across emerging markets are engineered for "achievement"
In the AI era achievement is just another benchmark for models to saturate
These education systems need to be re-engineered for risk
Talented young people need to "achieve" much less and risk much more
AI is critical infrastructure for nations, like water and energy. Controlling your own destiny as a country requires controlling your AI
When you start a company, you do it with conviction and hope. But you never really know where the journey will lead.
Today is a very special day on this journey: Three and a half years after founding DREAM, we have successfully completed a $260 million Series C financing round, bringing the company’s valuation to $3 billion.
I am deeply grateful for this significant milestone. But what matters far more than the valuation is that it allows us to further drive our vision forward.
When we founded DREAM, we started with the conviction that artificial intelligence would become a strategic capability for nations. From defense and cybersecurity to public services and critical infrastructure, AI is rapidly becoming a strategic asset. At the same time, dependence on foreign AI capabilities creates new vulnerabilities. Sovereignty in the AI era requires more than access to technology. It requires ownership of infrastructure, control over data, and the ability to build institutional knowledge that remains under national control.
This is exactly why we are building DREAM.
I want to thank my incredible co-founders, Shalev Hulio and Gil Dolev, our extraordinary team, and of course our partners and investors for their trust and support.
We are still only at the beginning of this journey.
I am excited for what comes next.
bloomberg.com/news/articles/…
Most of the world would only recognize one of these logos.
It's a major blindspot - you can't understand what's happening in AI if you're not paying close attention to China.
📣Meet Qwen3.7-Max — our latest flagship, made for the Agent Era.
A versatile foundation for agents that actually get things done:
🧑💻 Coding agent, end to end. Frontend prototypes, multi-file refactors, real debugging — nails it.
🗂️ A reliable office and productivity assistant. Get your work done through MCP integrations and multi-agent orchestration.
⏱️ Long-horizon autonomy. 35 hours straight on a kernel optimization task — 1,000+ tool calls, zero hand-holding.
🔌 Scaffold-agnostic. Claude Code, OpenClaw, Qwen Code, or your own stack. Consistent reliability everywhere.
API's up on Alibaba Model Studio. You can also take it for a spin on Qwen Studio.
Go build something wild!🏃🏃♂️
📖 Blog: qwen.ai/blog?id=qwen3.7
✅ Qwen Studio: chat.qwen.ai/?models=qwen3.7…
⚡️ API：modelstudio.console.alibabac…
