The AI boom is the first platform shift where there are ‘real advantages’ of building from Asia, says Antler’s founder and CEO Magnus Grimeland

Antler founder and CEO Magnus Grimeland said the AI boom marks the first platform shift in which building from Asia offers genuine structural advantages, pointing to the region's fast-expanding electricity grid alongside its supply of advanced chips and engineering talent. The venture capital firm's founder framed these factors as a departure from prior technology cycles, when Asian startups largely trailed their U.S. counterparts. The comments position Asia's infrastructure and talent base as a differentiator for AI founders seeking to build at scale. It matters because venture investors are weighing where to deploy capital as AI compute demand strains power supplies and chip access in other regions. Watch for Antler's future deal activity and whether rival funds follow with Asia-focused AI allocations.