AS TECNOLOGIAS QUE VÃO MUDAR O MUNDO NA PRÓXIMA DÉCADA | Market Makers #368

Summary

Guy Perelmuter, founder of Grids Capital, discusses deep tech investing, focusing on AI as a general-purpose technology, inevitability themes in life sciences, agritech, space, and defense. He shares case studies of private companies Anduril, Halter, and Cytovale, and offers views on Nvidia's story, Elon Musk, and Brazil's position in deep tech.

• AI is compared to electricity as a foundational infrastructure.
• Investment thesis centers on 'inevitability' such as aging population and urbanization.
• Private deep tech examples: Anduril (defense), Halter (agritech cattle collars), Cytovale (sepsis diagnostics).
• Discussion on AI capex bubble risk and potential disruption of GPU-centric architecture.
• Space economy is becoming accessible with SpaceX IPO approaching.
• Brazil has strong academic output but poor competitiveness for deep tech startups.
• Nvidia's rise is attributed to a lucky alignment of GPU capabilities with AI needs.
• Speaker holds a cautious, risk-managed approach to venture capital investing.