David Grisell (@dgrollingsouth) 's Twitter Profile
David Grisell

@dgrollingsouth

Investor, Curious Innovator, Co-Host of Venture In The South Pod and part-time physician Lipidologist focused on LDL and CRP, the #1 risks for heart disease.

ID: 1673338027647680512

linkhttps://www.ventureinthesouth.com/ calendar_today26-06-2023 14:36:01

156 Tweet

126 Followers

25 Following

David Grisell (@dgrollingsouth) 's Twitter Profile Photo

About that controversy over rising electriciy rates supposedly driven by Data Center demand. According to the Energy Information Administration: 1. The AI/Data Center Boom: For decades, electricity demand was flat. Now, massive data centers for AI are contributing to a surge in

About that controversy over rising electriciy rates supposedly driven by Data Center demand. According to the Energy Information Administration:
1. The AI/Data Center Boom: For decades, electricity demand was flat. Now, massive data centers for AI are contributing to a surge in
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

What ideas that have been proposed to prevent rising electricity rates from Data Center demand? 1. Specialized Tariffs and Rate Structures for Data Centers to support infrastructure development that benefits Data Centers. 2. Data Center Operators subsidizing alternative

What ideas that have been proposed to prevent rising electricity rates from Data Center demand?

1. Specialized Tariffs and Rate Structures for Data Centers to support infrastructure development that benefits Data Centers.

2. Data Center Operators subsidizing alternative
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

Apple and Google finalized a historic multi-year partnership that fundamentally shifts how AI works on the iPhone. After years of Siri underperforming, Apple has "outsourced" its AI to Google. This is the deal and what it means for you: The Core Deal: Apple has selected Google’s

Apple and Google finalized a historic multi-year partnership that fundamentally shifts how AI works on the iPhone. After years of Siri underperforming, Apple has "outsourced" its AI to Google. This is the deal and what it means for you:

The Core Deal: Apple has selected Google’s
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

Healthcare affordability may be the biggest Poker game yet. Despite game changing innovation in AI and robotics, there has not really been any success in innovating the cost of US healthcare. That’s the problem no one has been able to fix. So these are some innovation ideas:

Healthcare affordability may be the biggest Poker game yet. Despite game changing innovation in AI and robotics, there has not really been any success in innovating the cost of US healthcare. That’s the problem no one has been able to fix. So these are some innovation ideas:
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

OpenAI is looking increasingly fragile, after being lapped by Google’s Gemini3 in the LLM performance race and its once-dominant market share now challenged by Google and Anthropic. Its current share is 68%, down from 87%. Despite an annualized revenue run rate of approximately

OpenAI is looking increasingly fragile, after being lapped by Google’s Gemini3 in the LLM performance race and its once-dominant market share now challenged by Google and Anthropic.

Its current share is 68%, down from 87%. Despite an annualized revenue run rate of approximately
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

GiveBacks CEO Will Bowen updates their growth story over the last few years and his view of their exit trajectory, so there’s a lot to catch up on. On Venture in the South E209. buzzsprout.com/2116908/episod… #startup

GiveBacks CEO Will Bowen updates their growth story over the last few years and his view of their exit trajectory, so there’s a lot to catch up on. On Venture in the South E209. buzzsprout.com/2116908/episod…

#startup
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

A lot happened over the past week in Venture. This week I talk about: - Will AI replace SaaS? - Is an AI transportation Agent in our future? - Will States or the Feds prevail in AI regulation? - Will Humanoid robots actually make money? - Why is the Humanoid Hand Problem so hard?

A lot happened over the past week in Venture. This week I talk about:
- Will AI replace SaaS?
- Is an AI transportation Agent in our future?
- Will States or the Feds prevail in AI regulation?
- Will Humanoid robots actually make money?
- Why is the Humanoid Hand Problem so hard?
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

VC26 is the largest Venture Conference in North Carolina. I interviewed Hunter Young, the Head of Capital at The Center for Entrepreneurial Development about the event and how Angels and Founders can benefit from that deal flow. Venture in the South E211. buzzsprout.com/2116908/episod…

VC26 is the largest Venture Conference in North Carolina. I interviewed Hunter Young, the Head of Capital at The Center for Entrepreneurial Development about the event and how Angels and Founders can benefit from that deal flow. Venture in the South E211.
buzzsprout.com/2116908/episod…
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

Who said the AI Bubble was contracting? It's a bit like poker with some big bets that take a while to play out. As "Agentic" Models models get smarter, the AI industry is moving from "chat" to "execution" of autonomous tasks, including: 1) Claude Opus 4.6: sporting a

Who said the AI Bubble was contracting? It's a bit like poker with some big bets that take a while to play out.

As "Agentic" Models models get smarter, the AI industry is moving from "chat" to "execution" of  autonomous tasks, including:

1) Claude Opus 4.6: sporting a
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

Who would have guessed a standardized trash bin would unlock AI automation of Garbage? Someone had the audacity to try it and it changed the industry forever. That’s Innovation. Get the story at Venture in the South E213. buzzsprout.com/2116908/episod… #Innovation

Who would have guessed a standardized trash bin would unlock AI automation of Garbage? Someone had the audacity to try it and it changed the industry forever. That’s Innovation. Get the story at Venture in the South E213. buzzsprout.com/2116908/episod…

#Innovation
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

Anthropic closed a $30 billion Series G round at a $380B valuation but what will OpenAI's valuation be? Interested in Venture from AI to Crypto? Get our take on The Week in Venture E214. buzzsprout.com/2116908/episod… #Venture

Anthropic closed a $30 billion Series G round at a $380B valuation but what will OpenAI's valuation be? Interested in Venture from AI to Crypto? Get our take  on The Week in Venture E214. buzzsprout.com/2116908/episod…

#Venture
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

Thought about Angel Investing? Get an Angel Group perspective and an Independent Angel opinion on Veture in the South E215. buzzsprout.com/2116908/episod… #Angel

Thought about Angel Investing? Get an Angel Group perspective and an Independent Angel opinion on Veture in the South E215. buzzsprout.com/2116908/episod…

#Angel
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

The past week was dominated by competing events: the AI Meltdown, the SaaSpocalypse and War with Iran. As long term private investors in Startups, these events have less impact in the short term while public equity investors are whipsawed. So, how will private investors be

The past week was dominated by competing events: the AI Meltdown, the SaaSpocalypse and War with Iran. As long term private investors in Startups, these events have less impact in the short term while public equity investors are whipsawed. So, how will private investors be
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

Some Life Science Startups are still crushing it. Get the update on Redbud Labs and Adovate to prove it. On Venture in the South. buzzsprout.com/2116908/episod… #startup

Some Life Science Startups are still crushing it. Get  the update on Redbud Labs and Adovate to prove it. On Venture in the South. 
buzzsprout.com/2116908/episod…

#startup
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

The Robotics market has a fascinating "clash of philosophies" going between General-Purpose Humanoids and Specialized Robotics (including Cobots and Autonomous Mobile Robots or AMRs). While specialized solutions still command the majority of industrial budgets, the sentiment

The Robotics market has a fascinating "clash of philosophies" going between General-Purpose Humanoids and Specialized Robotics (including Cobots and Autonomous Mobile Robots or AMRs). While specialized solutions still command the majority of industrial budgets, the sentiment
David Grisell (@dgrollingsouth) 's Twitter Profile Photo

Atticus Pharma has a potential blockbuster on its hands with an innovative drug formulation for female androgenic alopecia (hair loss). Hear the story on Venture in the South Interviews E219. buzzsprout.com/2116908/episod… #StartupGrowth

Atticus Pharma has a potential blockbuster on its hands  with an innovative drug formulation for female androgenic alopecia (hair loss). Hear the story on Venture in the South Interviews E219. buzzsprout.com/2116908/episod…

#StartupGrowth