Hello hello,
I hope you’ve had a solid week and are making great moves. Just a quick one from me on Arthur — it’s been a busy stretch tightening things up.
Arthur is getting his organisation online now: memory, documents, access control, orchestration… it’s all starting to feel real. You can dive into the details in this week’s Build in Live update.
ARTHUR - BUILD IN LIVE #2
Every week, I’m opening up the build of Arthur — what we’ve shipped, what we’ve learnt, and what’s coming next.
👉 If you want to be part of Arthur’s early access group, the founders who get the first features, the first tools, and the ability to shape what we build… just drop your email in the Build-in-Live thread on Telegram:
* F42+ members will be automatically added with your subscription automatically translated into Arthur Fuel_units for the next 3 months.👉 Early Access — drop your email in the Arthur group
I’ll add you to the list personally.
This is the easiest way to help shape what Arthur becomes.
Now, onto this week’s 😇 Good, 😈 Bad and 🤢 Ugly…
😇 The Good
The middle east region is on fire.
UAE, Qatar and Saudi have now invested $3.6T into US AI — all for one thing: GPU access. With the export ban lifted, the Gulf has already ordered around 2.5 million NVIDIA Blackwells, including 500,000 just for Abu Dhabi.
At the same time, the region is building one of the fastest data-centre expansions on the planet — 250 MW live, 5.5 GW under construction, and the world’s biggest project (G42’s 5 GW Stargate) on the way.
Petrodollars are now buying global AI infrastructure. It’s a mad time to be in venture.
Website & SEO/GEO Update
We finished the full rebuild of the Fusion42 site for the new two-tier internet — one layer for humans, one layer for machines.
All the SEO pages, structured data, schema, canonical fixes, metadata, performance patches, and the full GEO layer (/facts, llms.txt, machine-readable pages) are now live.
From our side, the basic work is done.
Now it’s the waiting game while:
Google starts indexing the new structure
Search Console catches up
Google Analytics settles and gives us clean tracking
LLMs (GPT, Claude, Perplexity, etc.) rediscover the site and rebuild their internal snapshots
It takes a bit of time for the ecosystem to refresh — there’s no shortcut there. But the foundation is now correct, clean, and positioned for the next decade of search.
I’ll share more once the indexing starts flowing and the numbers stabilise, and we will be busy optimising as we see whats going on.
Take a visit and check it out.
A global pitch league is taking shape (early days, but promising).
I had strong conversations this week with a few of our ecosystem partners about stitching together a proper global startup pitch league.
The idea is a six-region season — MENA, Africa, Europe, Asia, LatAm and North America — all feeding into a final in Dubai.
From Danger Room → Pitch Kung Fu → FUSED → a global final in Dubai.
Still very early and nothing committed yet, but the structure makes sense — a clean pathway with real segments, real partners, and a serious stage at the end.
If this moves forward, it could give the best early-stage founders a clear global track to run on. I’ll share more once it firms up.
😈 The Bad (and how we deal with it)
1️⃣ The F42 Telegram has gone a bit quiet.
The community has definitely slowed down over the last months. Partly life, partly platform fatigue, partly everyone lurking instead of sharing.
I’d love to see a few more channel champs step up again — post what you’re working on, share wins, ask questions, drop problems you’re stuck on.
Fusion42 isn’t meant to be a broadcast channel, it’s meant to be a live room of founders helping each other sharpen up.
If you want to take point on a channel (AI, GTM, fundraising, resilience), reply to this and leys have a chat
If you have not joined the Fusion42 Community on Telegram —
it is probably time to do so.
For the ❤️ of Startups
2️⃣ The AI unit economics are shifting under our feet.
On one side, you’ve got trillions pouring into GPUs and data centres. On the other, prices for AI products are getting dragged down fast as everyone races to the bottom. Revenue is still “SaaS deck”, but costs and depreciation look more like heavy infrastructure.
The old SaaS metrics don’t really fit this world. Payback periods, gross margins and CAC/LTV all need new assumptions when your core dependency is inference cost, not headcount. The things that matter now are simple:
Cost per successful task – what it really costs you in inference to deliver one useful outcome.
Margin after inference – what’s left once you’ve paid the model bill.
Workflow economics – revenue vs inference cost per workflow, not per user.
This is exactly where Arthur needs to help founders build models grounded in reality, not fantasy.
🤢 The Ugly
Weird one this week — first time in ten years I’ve held zero Tesla stock. I’ve ridden all the madness, finally sold out over the last month, and now I keep checking the price with no skin in the game. How can I be this emotionally attached 🤷🏼♂️
Still incredibly bullish, mind you — Optimus is going to be a banger and Tesla at $8T wouldn’t surprise me. Now it’s just about timing the re-entry.
Keeping a close eye on the Magnificent 7 as well — and honestly, whether they’re up 25% or down 25% today will look like a rounding error in ten years.
Enjoy and hope to see you soon.
❤️ & ✌🏼
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