Partner @ Nordanö & Co-founder @ Peblinge Ventures. #MnA #RealEstate #Infrastructure #Business #Tech & everything in between. Own views. RT≠endorse.
Nordic presence. Global reach.
Joined November 2010
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Mathias Erbo Kryspin retweeted
🇺🇸 Doing more with less (labour) - this remains one of the most important macro charts ever produced.
Mathias Erbo Kryspin retweeted
Does Europe actually build anything?
Introducing: 🇪🇺 The EU Frontier Tech Map
1,400 companies. 28 ecosystems. 8 frontier technologies. AI. Space. Robotics. Energy. Biotech. Quantum. Industrials. Defense.
Explore the map: eufrontier.tech/
Mathias Erbo Kryspin retweeted
Some data we recently assembled on entrepreneurship/compute in Europe: eudata.vercel.app.
We hope that one of the useful roles that Stripe can play is in collecting and publishing empirical data pertaining to entrepreneurship and industry in Europe. There's growing appetite to get Europe on a better footing, and cross-sectional comparisons can often shine light on where opportunities lie. If you're interested in this kind of thing, we publish more at stripeeconomics.substack.com.
Mathias Erbo Kryspin retweeted
This is an insanely important report about how completely, utterly and totally unprepared Europe is for the arrival of transformative AI.
A single data centre in Malaysia will soon have a third of the AI computing power of *all* of Europe combined. Two data centres in the US will have more than our entire continent.
And that's just page one...
More than 60 of Europe's top minds (including two Nobel laureates) have just published "A Transformative AI Strategy for Europe", an independent report about how dire the situation is. As the world gets darker, we risk being squeezed and trampled by the US and China. On the current path, the report warns, even Europe's richest economies could slide toward middle-income status in a world run from Silicon Valley and Beijing.
Here's where we are right now:
→ The EU hosts just 5% of the world's AI compute. The US: 75%.
→ Not one of the ten most valuable AI companies in the world is European.
→ And this year, Europe got locked out of the world's most powerful AI model, twice, by American export rules. The EU's own cybersecurity agency had to negotiate for weeks to get in, and still doesn't have the latest version.
For years the comfortable story was: America innovates, Europe regulates. Well, that story is dead. You can't regulate what you can't access. And you can't protect 450 million people with second-rate cyberdefence against first-rate attackers.
The good news is that we have some leverage: Europe holds the single biggest chokepoint in the global chip supply chain (ASML). And this report sketches a plan to increase our leverage massively. Here's what we need to do:
1. Build a member state alliance for supply chain security – Netherlands, Germany and France at minimum – founded before the end of 2026.
2. Recruit many more frontier AI experts inside European governments ASAP.
3. Aim for at least 15% of global AI compute on European soil by 2030, built so local communities actually benefit.
4. Make Europe the world leader in AI assurance: hardware that can prove how AI is being used.
5. Prepare for crises and emergencies, such as engineered viruses and highly advanced automated cyberattacks.
It's too late to catch up with the US and China. But it's not too late to build leverage .
Read the full report here --> transformative-ai.eu/part-a#…
Mathias Erbo Kryspin retweeted
If an alien visited earth and asked you: “Show me one chart that sits upstream of everything your species has accomplished or will ever accomplish.”
What would you show them?
I would show them the chart below.
From my perspective, as long as we keep this chart going, we will figure it all out…
Mathias Erbo Kryspin retweeted
How does $1 in AI spend flow through the AI value chain?
Source: iCapital Investment Strategy Group icapital.com/insights/invest…
Mathias Erbo Kryspin retweeted
Most people don't realize how big of a growth wave we are currently experiencing.
So far, with 88% of S&P 500 companies reporting earnings, the index has posted +50.4% growth in earnings year-over-year.
To put this into perspective, the already astronomical expectation of +23.1% growth has been more than doubled.
This will mark the 2nd consecutive quarter of earnings growth above +25% and the 7th consecutive quarter of double-digit earnings growth for the S&P 500.
The last time growth was this strong was in Q2 2021 as the US economy emerged from the pandemic and $4+ trillion in stimulus was handed out.
We are arguably in the midst of the biggest technological revolution in US history.
The data is absolutely insane.
Mathias Erbo Kryspin retweeted
Forget Norway, look what’s happening in Denmark 😳 Dominos falling, lightning speed transition
How fast is the transition to Battery-Electric Vehicles moving in the #Nordics 🇳🇴🇩🇰🇬🇱🇫🇴🇸🇪🇦🇽🇫🇮🇮🇸
#BEV #elbil #sähköauto #Norge #Danmark #KalaallitNunaat #Føroyar #Sverige #Åland #Suomi #Ísland
📈 by @electric_nick_ 🔗 public.flourish.studio/story…
Mathias Erbo Kryspin retweeted
The internet doesn't bring out the worst in people. It makes the worst people more visible.
Across all 30 countries studied, those who are nasty in online political discussions are nasty in real life, too. They seek status through hostility.
Don't feed the hand that bites you.
Mathias Erbo Kryspin retweeted
The 2026-27 El Niño is simply astonishing.
Tropical Pacific waters are running nearly 7 weeks ahead of where they’ve ever been at this point in an El Niño cycle in modern history.
Models now put the peak strength at 3.6°C on the Relative Oceanic Niño Index (RONI), the new standard for measuring El Niño that adjusts for background ocean warming from climate change.
That would beat the previous record (Dec. 1877, the strongest El Niño ever observed) by 0.7°C. In the context of climate, that’s completely blowing the previous record out of the water. For context, an El Niño is informally considered a Super El Niño when, for 3 months, the Niño 3.4 index is 2.0°C or above.
Frankly, expect extreme climate and weather impacts over the next 12-18 months.
Forecasts have also been consistently, aggressively wet for California and the southern US. Many of California’s largest floods have hit during El Niño years, and in very strong events, El Niño typically becomes the single best predictor of a very wet winter in California. It also elevates the odds of a megaflood in the state. @Weather_West’s research found 7 of 8 modeled ARkStorms occurred during moderate-to-strong El Niño years.
The bigger picture: 2027 could be the first year Earth briefly touches 2°C above preindustrial levels. With each successive model update, the forecasted strength of El Niño is increasing, with ensembles now putting a 94% chance on a Super El Niño this winter. Virtually certain.
Mathias Erbo Kryspin retweeted
Today was the hottest day ever recorded in France, breaking the record set just yesterday.
Mathias Erbo Kryspin retweeted
In less supervising news, the Nordic countries are leading in AI adoption in Europe 🇩🇰🇫🇮🇸🇪
Mathias Erbo Kryspin retweeted
Words matter. They especially matter when talking about likelihoods. As it turns out we have different ideas what type of likelihood we link with certain descriptors. Source: jcom.sissa.it/article/pubid/…
Mathias Erbo Kryspin retweeted
Ukrainian drone forces "destroyed" Swedish troops during NATO exercises on the island of Gotland.
The Swedish side stopped the training three times and tried to change tactics after realizing that under real battlefield conditions they would already have been killed.
All Western forces need to "learn rapidly" how to perform drone and counter-drone operations, and the "fastest" way is to listen to the Ukrainians, Sweden’s chief of defense, Gen. Michael Claesson, said.
Source: Associated Press
Mathias Erbo Kryspin retweeted
Fukuyama: The U.S. does not now have a Trump doctrine.
Its behavior can best be explained not by a set of principles, but by the personal interests and preoccupations of the president.
Trump's head is full of resentments, anger, anecdotes, and made-up facts. 1/
Mathias Erbo Kryspin retweeted
20 million developers used to be the gatekeepers to software.
Wabi CEO Eugenia Kuyda on who gets to build now:
"The only people who could make software up until last year or so [were] just professional developers... Very few people in the world."
"Even if you have a good idea, go ahead, find an engineer, find a co-founder, find a technical co-founder to build this. But you can't really otherwise build it... It requires a lot."
"But now anyone can."
"This is just wild."
"Before we had to spend months developing that, developing an app and figuring out some illustrations and sounds. Now you just write one prompt and it's there."
@wabi CEO @ekuyda on @solofounders with @julianweisser