Founder, London Real | AI Investment Club. I Invest In AI Companies Before They Go Parabolic. Live founder pitches every Monday. Apply ↓ For eligible investors.
London
Joined September 2011
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BREAKING:
Elon Musk says debt markets have “almost entirely shut off” access to money for any company without substantial revenue independent of AI data centers.
Neoclouds are going to see “guppy-level death and consolidation,” Musk says.
🚨 BIG X ALGORITHM UPDATE
Small accounts may finally have a better shot at going viral.
X has reportedly changed how it selects posts for the For You feed.
Previously, newer posts were the first to get filtered out when the system hit its limit.
Now, all posts face the same filtering rules.
What this means:
• New posts get a fairer shot at distribution.
• Your first 2 hours remain critical.
• Likes, shares and reading time matter.
• Low-quality posts face tougher restrictions.
The biggest takeaway? You may no longer need a massive following to get noticed.
A clip from my AI masterclass.
You use AI every single day. Do you own any of it?
Don't confuse being a customer with being a shareholder. Your AI subscription buys you a tool. It doesn't put your name on the shareholder register.
Don't just use AI. Own a piece of it.
I run the London Real AI Investment Club, a private members' club where every Monday the founder of a fast-growing private AI company pitches our members live. Membership is $50,000.
Book a call with my team: londonreal.tv/club-x
For eligible investors. Private investments are high risk and illiquid. Capital at risk.
AI spending through one gateway: up 13x in nine months.
Vercel's AI Gateway data: September spend was about 13x December's, even as the average price per token fell 47%. Spend on open-weight models grew more than 70x. Frontier models, 10x.
Cheaper AI didn't mean less spending. It meant far more usage.
I run the London Real AI Investment Club, a private members' club where every Monday the founder of a fast-growing private AI company pitches our members live.
Book a call with my team: londonreal.tv/club-x
For eligible investors. Private investments are high risk and illiquid. Capital at risk.
Source: Vercel AI Gateway Production Index, Oct 2026.
The $500,000 check.
Summer 2004: a 20-year-old student with a website spreading across campuses. No revenue. Peter Thiel writes a $500,000 check for about 10%. Eight years later Facebook goes public, and that stake turned into more than $1 billion.
You couldn't have bought in. You had to be in the room.
I run the London Real AI Investment Club, a private members' club where every Monday the founder of a fast-growing private AI company pitches our members live.
Book a call with my team: londonreal.tv/club-x
For eligible investors. Private investments are high risk and illiquid. Capital at risk.
$1.4 billion for AI that works on the factory floor.
Tractian just raised $130M in a Series D led by Sapphire Ventures and M&G's Catalyst. Its AI monitors industrial equipment in more than 2,000 facilities, including those of Coca-Cola, Whirlpool and Eli Lilly, and it's at nearly $100M in annualized revenue.
Private. You can't buy it on the stock market.
Whoever Wins AI WINS.
I run the London Real AI Investment Club, a private members' club where every Monday the founder of a fast-growing private AI company pitches our members live.
Book a call with my team: londonreal.tv/club-x
For eligible investors. Private investments are high risk and illiquid. Capital at risk.
Source: LatamList, 23 Oct.
Everyone wanted to sell picks and shovels during the AI gold rush.
Now some of those shovel sellers are getting crushed.
Australia's NextDC plunged 42% after power infrastructure opposition disrupted its expansion plans.
Other data center developers are struggling with electricity access, financing and delays.
AI demand can be limitless.
Power connections aren't.
That's an important distinction for investors.
A former OpenAI science leader just raised $215 MILLION to build something far more interesting than another chatbot.
An AI-powered laboratory.
Warp Sciences wants AI to design promising compounds, then use robots to manufacture and test them.
Think about the implications.
AI won't just suggest scientific discoveries.
It could eventually run the experiments needed to prove them.
Nvidia's biggest advantage might not be its chips.
It's the software ecosystem keeping developers on those chips.
Amazon just launched TorchNeuron, allowing PyTorch workloads to run on Trainium with minimal changes.
That's significant.
Making cheaper AI hardware is one challenge.
Convincing millions of developers to actually use it is another.
Amazon is going after the second problem.
A robot just made one of the hardest problems in robotics look surprisingly easy.
Eka Robotics says its system can pick up 1,500 objects per hour.
A human manages roughly 600.
Reported success rate: over 95%.
a16z just backed the startup in a $150M round.
The breakthrough isn't better vision.
It's teaching robots to FEEL force.
That's a much bigger deal than another humanoid walking demo.
Bank of America expects global data center spending to hit $2.1 TRILLION by 2028.
Here's what most investors are missing:
AI needs far more than GPUs.
It needs transformers, switchgear, cooling systems, generators and construction equipment.
Some of the biggest beneficiaries of the AI boom might be companies nobody considers AI companies.
OpenAI is reportedly racing to raise $30 BILLION at a valuation exceeding $1.25 TRILLION.
Anthropic is preparing for a potential IPO next month.
Two AI companies could soon be valued at nearly $3 trillion combined.
Neither was a household name five years ago.
We're witnessing one of the fastest concentrations of private-market value in history.
🔥 BIG: Over a third of all
$ETH is now staked, hitting a record of roughly 36% of supply.
A clip from my AI masterclass.
Science geek in California. MIT engineering. 15 years on Wall Street and in the capital markets. Then 15 years building a media platform with over a billion views.
I've seen both sides of the table: how capital works, and how distribution works. That's what I bring to every private AI deal we look at.
I run the London Real AI Investment Club, a private members' club where every Monday the founder of a fast-growing private AI company pitches our members live. Membership is $50,000.
Book a call with my team: londonreal.tv/club-x
For eligible investors. Private investments are high risk and illiquid. Capital at risk.
1999, Jerusalem. Amnon Shashua founds a company building computer vision for cars: Mobileye.
2013: investors buy a 25% stake for $400 million, valuing it at about $1.5 billion. Still private.
2014: it lists on the New York Stock Exchange, raising $890 million.
2017: Intel agrees to buy it for $15.3 billion.
The first $1.5 billion of value was built in private, before the public could buy a single share.
I run the London Real AI Investment Club, a private members' club where every Monday the founder of a fast-growing private AI company pitches our members live.
Book a call with my team: londonreal.tv/club-x
For eligible investors. Private investments are high risk and illiquid. Capital at risk.
Source: Wikipedia, Mobileye.
Would you invest? Yes or no.
An AI research lab, about a year old. No product. No revenue reported. Just raised $1B at a reported $6B valuation, with Sequoia, GV and Kleiner in the round (TechCrunch, 21 Oct).
Reply YES or NO, and what you'd need to hear from the founders first.
I run the London Real AI Investment Club: every Monday a fast-growing private AI company pitches our members live.
Book a call with my team: londonreal.tv/club-x
For eligible investors. Capital at risk.
Find. Vet. Access. How I pick a private AI deal.
1. Find the company before the headline.
2. Vet it: team, traction, moat, terms. Ask the founder the hard questions, live.
3. Access the private round the public can't get into.
And trust your gut. Funny feeling about the founder? No deal.
Every Monday a fast-growing private AI company pitches my London Real AI Investment Club live.
Book a call with my team: londonreal.tv/club-x
For eligible investors. Capital at risk.
Things are getting crazy, these days.
We owe you an apology.
On October 20, we detected unauthorized access to our official website. After verifying API activity with Shopify, we confirmed on October 23 that a third party obtained customer shipping information. You trusted us with those details, and we're sorry we didn't keep them safe.
Exposed: names, contact details, shipping addresses, and order details (items and prices).
Not exposed: payment card or bank details, recovery phrases, private keys, or wallet passwords.
We've blocked access, fixed the vulnerability, opened an investigation, and are emailing affected customers.
Scammers may pose as Keystone by phone, text, email, or mail, offering refunds, replacement devices, or "fixes" for your order or address. None of it is from us.
NEVER share your recovery phrase or private keys, and NEVER enter your recovery phrase into a device you didn't order. We will never ask for them. Don't click links in unexpected messages. Type keyst.one yourself.
A detailed report is coming soon.
Until then, trust only our official channels. If anything feels off, email [email protected]. We'd rather hear from you than have you take a chance.
Again, we're truly sorry to everyone affected.