Founder / CIO : octahedron All views are personal.

West of the Rockies
Joined December 2008
Via @snoopyhero53. Never forget.
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love this from PK IV
good morning sf. happy building this weekend. remember: optimism is a force multiplier.
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Meta seems to be creating a new category of super-intelligent wearables…
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…while focusing the reality labs business on devices with major breakthroughs
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In classic Meta fashion, Muse is likely to be unprofitable till it hits some scale $META
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…and monetization likely to be above the average family of apps user
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Muse is the product form of the vision for Meta superintelligence
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Meta is scaling all surfaces $META
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Well done @acharyaamrit!
An exciting day for the @zetwerk team.   Eight years ago, @acharyaamrit and @srinathramki set out to restructure global manufacturing around reliability.   Today, Zetwerk is going public with the same commitment to on-time and in-full delivery. When a customer’s order arrives in full on the date promised, the many years of waiting on suppliers shrinks and once scattered capacity becomes plannable.   From a young marketplace to a manufacturing ecosystem now serving customers in 29 countries. Congratulations on the listing Amrit, Srinath and team! @LightspeedIndia @lightspeedvp
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The network may be important
Visited Dubai and experienced our rapidly scaling deployment with @WeRide_ai - we are now at nearly 100 fully driverless vehicles in the UAE and scaling to double that by year end. Looking forward to launching in Madrid next month - initially with safety drivers, but soon with a similar experience - fully driverless and with a dedicated autonomy tier in the app.
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Open-weight: ~90% as good as frontier at 10-25% of the token cost $IBM
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Sovereign AI is finally picking up, pulling AI infra on-premise $IBM
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Brand discovery within AI-powered search is an important 2027 priority for brands ($WDFC )
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AI-driven drug discovery could be an accelerant for Danaher, for example ($DHR)
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Industrial trends seem to be healthy after a prolonged contraction… $GPC
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Value of compute per watt likely to continue increasing… $SPCX
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"$ 500B - $ 1Tr" $SPCX
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Indeed
Public investors see the supply side of AI (the chips and the hyperscalers), and little of the demand side, because the demand lives in private companies (as my colleague @jrichlive often says). Since April, token usage on @Vercel's AI Gateway has grown almost 8x, and spend more than 3x’d. Prices fell by more than half during that time, and developers bought nearly eight times as much. In 30 years, I haven't seen demand like this.
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Incredible work @MaxJunestrand and team!
I just stepped out of Legora’s NYC office. Hard to describe how special it is to see hundreds of people working on something that Max, Sigge, and Jake once only had each other to believe in. They will win this and everyone who doesn't know yet will know soon. And they're hiring for all roles in NYC but especially engineers and product. legora.com/careers
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Old enough to remember this
10 years ago, on FinTwit: - John Malone is the best "Outsider CEO" - Valeant Pharmaceuticals trades at low P/Adj CF - Which country might do the next "Brexit"? - Tesla is a fraud - Oil stocks are going to come back... eventually
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