@Jakewk

Focus: how new tech creates real value. Posts my own. #Tokenomics #Cloud #FinOps #CloudOps

Joined December 2008
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  • Followers3.6K
742Media
someone should do a retrospective on IT decision maker surveys on cloud migration and spend forecasts from 2010-2015. i think you'd learn to take practitioner views with a grain of salt, especially during platform shifts. it's hard to see the future from the inside
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Replying to @MTSlive
okay that's enough cyberpunk future for now
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“Mega deals of $100M or more captured 87.5% of the $412.7B deployed in the first half of 2026” 🤔
Jake
@iamjakestreamOct 21

On Risk

Article · @iamjakestream
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It's interesting to see the dataclouds ($SNOW Databricks) running the old Oracle $ORCL play of moving up the stack and owning the applications that sit on top of the data infra.
Gregg Johnson
@gregg_johnsonOct 20
Replying to @gregg_johnson
4) But the market is definitely consolidating. CRM + CDP + engagement platforms + data warehouses are all colliding, see the @databricks announcement of a CDP + light orchestration layer, I expect @Snowflake will do something similar soon.
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Liked this from Jefferies on AI.
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Jake K retweeted
ian brash
@iansbrashOct 19
Being non-technical in San Francisco must feel like divine retribution At least Fitness SF knows their customer base
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AImmunology kicking in.
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Let’s go Brewers! Nicely done.
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I did not have a Facebook + Apple pairing pushing AI forward on my 2026 bingo card but here we are.
Mark Zuckerberg
@finkdOct 15
Muse Spark Open -- weights releasing today -- runs great on new Mac Studios thanks to work with @johnternus and Apple.
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Neocloud Red Wedding Day today?
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It’s always at the Vegas conventions…
Carl Quintanilla@carlquintanillaOct 14
“.. In Las Vegas last week, data center operators, investors and bankers gathered at the Wynn hotel to discuss the state of the industry. .. The topic of one discussion panel: ‘Are We Screwed?’” @WSJ #firmus wsj.com/finance/firmus-ipo-a…
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Jake K retweeted
Jacob Navok
@JNavokOct 12
Epic, by far one of the best technical leaders in games, is saying no hand written code. If you're not doing the same you will be left behind. It is over for non-AI workflows.
Tim Sweeney
@TimSweeneyEpicOct 12
We have a huge pivot underway here at Epic, moving developers around to retool for maximum AI acceleration. The aim isn't to do the same stuff with fewer people, but to enable everyone here to build MORE and BETTER stuff, and to bring the benefits to all teams using Unreal.
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Still more likely than not.
Polymarket Money
@PolymarketMoneyOct 9
BREAKING: OpenAI's odds of reaching a $1.5 trillion IPO valuation plunge amid reports reveal its annualized revenue is $20 billion below previous estimates. 58% chance.
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Replying to @mashadrokova @isaiah_p_taylor
This is like Drake vs. Kendrick for people who know what a post-money SAFE is
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Kudos to @MackeyCraven for getting @hiddenvariable off the ground. Series A in AI od a great place to target in this moment.
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As if there was anywhere to put a new datacenter in SF.
Polymarket
@PolymarketOct 8
BREAKING: San Francisco unanimously approves a temporary ban on new data centers.
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Jake K retweeted
ben hylak
@benhylakOct 7
nowadays, the ARR is neither Annual, Nor Recurring, Nor Revenue
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I don't know how I feel about Mark Mahaney's glasses. $AMZN @CNBC
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Amazing to see the market react so strongly to a misreporting of @OpenAI's revenues: the $50B is only direct sales, the other $20B is partner-driven (but still very valid revenues!). This market is wired from too much AI caffeine.
Financial Times
@FTOct 8
OpenAI annualised revenues $20bn less than previously signalled ft.trib.al/67d4MJe

OpenAI annualised revenues $20bn less than previously signalled

AI group recently told investors the critical figure was nearing $50bn in September, far less than the $70bn widely reported

ft.com
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Could go public! Right?
Matt Harney
@SaaSletterOct 6
👀 Gong metrics from user conf: - $550M+ ARR (+50% YoY) - 125%+ NDR (147% in enterprise) - ~75% Gross Margin despite heavy AI compute - 10x MCP growth & 3x AI credit usage - 15-mo CAC payback - Mid-50s% Rule of 40 (= LSD op margins)
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