Suggestions
Nick Davidov
Venture Capitalist based in the San Francisco Bay Area
Nick Davidov is a prominent figure in the field of entrepreneurship and venture capital. He currently serves as a Professor of Practice for the Entrepreneurship program for EMBA Eurasia, in partnership with Tel Aviv University’s Coller School of Management, a position he has held since November 2022. In this role, he is responsible for designing the program syllabus and teaching subjects related to venture capital and startup building.13
In addition to his academic role, Davidov is the co-founder and partner of Davidovs VC, a venture capital firm that focuses on investing in early-stage repeat founders in the United States. The firm operates as a rolling fund and is backed by a diverse group of limited partners, including engineers and angel investors.12
Davidov has a rich background in entrepreneurship, having co-founded several companies and served in various advisory roles. His experience includes being an advisor for inDriver, a global mobility company, and holding positions at firms such as Fort Ross Ventures and Cherry Labs, which specializes in AI technology.12
His educational background includes a Master of Science in International Business in Emerging Markets and a Bachelor's degree in Management from the University of Edinburgh.1 Davidov's career reflects a strong commitment to fostering innovation and supporting the growth of startups, particularly those led by immigrant founders and in the technology sector.
Highlights
Banning building new datacenters basically means: we’ll get stuck with the old ones
Instead of better designs we’ll get stuck with evaporative cooling (consumes water) and low energy efficiency.
Data centers are not only for AI. They run your critical infrastructure for hospitals, banks, phones, schools - stuff you use every day.
Instead of banning new construction - ban bad designs or outdated hardware. If you ban new construction existing datacenters won’t have any reason to innovate, they’ll just crank up the profit.
New equipment runs hotter so it makes companies innovate - direct to chip cooling, submersive cooling, adiabatic and hybrid approaches that reduce water usage to almost zero. For example Nebius doesn’t use active cooling in their DC in Finland, they recover the heat and actually use it to warm up houses in local towns in winter.
Careful regulation and rebate/tax credit systems can encourage data centers improve quality of life for people around them - improving connectivity, reducing their electric bills (by constructing their own power generation facilities with clean energy), enriching local communities with taxes, all while consuming less water than a couple of green lawns in front of their houses.
Nobody needs a billion dollars. True, but only if you only count petty material things like jets or mansions. Everything above that is a tool and a leverage to try to do things others won’t try. By risking your capital. It might be control in your company that you want to grow. Or build a company to make electric cars mainstream or a Mars colony. Introduce novel treatments to the market. Disrupt an inefficient industry and democratize access to something that was very expensive before. If you’re somehow successful in that as well - the system gives you more capital to do more things. The truth about not needing a billion to pay for lifestyle for you and your future generations still holds. Musk’s $800B, a trillion or $10T is not what he “hoards” to buy stuff. It’s just more resources that investors are ready to entrust him to keep trying to make things others won’t risk. Because he’s good at it.
