Ben Bajarin @BenBajarin
CEO and Principal Analyst Creative Strategies, Inc | Technology Industry Market Intelligence | Product and Market Research | Looking Forward creativestrategies.com San Jose, CA Joined April 2008-
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"FIFA...is close to an agreement with Apple that would give the tech company worldwide television rights for a major new tournament, a monthlong, World Cup-style competition for top teams that will be played for the first time in the United States next summer."
It was trendy to take pics of Apple Park from the air so I’ll start a new one of Nvidia’s new ish campus.
Hyperscaler Market Share
Hyperscaler Market Share https://t.co/tG7F7Im8FI
I speak with @Qualcomm CEO @cristianoamon about $QCOM's beat-and-raise results, the impact of emerging AI, and the strength in the automotive and IoT growth segments. x.com/i/broadcasts/1…
Solid beat, beat, slight raise by $QCOM. The auto story is a fascinating one as they continue to defy cyclicality other semi companies selling to auto are seeing. Also meaning they are growing/taking share from others. +4% AH
The FAA requires that air traffic controllers retire at age 56, because there is so much riding on their mental acuity. The average age in the US Senate is 64 years old.
Cloud Giants Update: AWS (Amazon): $100B run rate growing 17% YoY (last Q grew 13%) Azure (Microsoft): ~$76B run rate (estimate) growing 31% YoY (last Q grew 28%) Google Cloud (includes GSuite): $38B run rate growing 28% YoY (last Q grew 26%, neither are cc)
AMD CEO Lisa Su comments indicate that AMD's supply constrained for MI300X and that's holding them back. Su says the demand-side of the AI chip market is "very strong" while supply is "tight" and that the company is building an AI demand backlog. $AMD
On Amazon Media call, CFO Brian Olsavsky added that Generative AI revenues are also at a "Multi-billion dollar" run rate (overall AWS annual run rate at $100B -- was $90.4B in 2023) $AMZN
As @jaygoldberg and I discussed, there is an air of outsized expectations at play. This will normalize overtime but exec commentary needs to be much sharper in managing expectations in this current environment.
As @jaygoldberg and I discussed, there is an air of outsized expectations at play. This will normalize overtime but exec commentary needs to be much sharper in managing expectations in this current environment.
AWS report is out - seeing some reversal in incremental share gained from Azure to AWS (45% incremental share -> 41% / 30% -> 34%) Recall - AWS is the bell weather for many SW stocks. Many of them will be up tomorrow! $MSFT $AMZN
My segment yesterday on #AMZN before earnings was pretty accurate. Amazon earnings: All eyes on cloud growth for AWS? finance.yahoo.com/video/amazon-e… via @YahooFinance
Amazon made $11.8 billion in revenue from selling ads last quarter. To put that into perspective, ad revenue across all of YouTube during the same time period was just $8.1 billion.
Digging into @AMD earnings and this is going to be a fun one to discuss. Understanding semi-market cyclicality is such an interesting dynamic. This is why investing in semis is harder than most other categories.
Huge difference in performance using Tensor cores vs. CUDA cores Tensor are designed for tensor math and matrix multiplication for ML/AI models and you can see how much that matters here
Huge difference in performance using Tensor cores vs. CUDA cores Tensor are designed for tensor math and matrix multiplication for ML/AI models and you can see how much that matters here
Agree, and on the Windows side very simply, better battery life.
Agree, and on the Windows side very simply, better battery life.
Not even remotely in the slightest. I'll never call it X.
Not even remotely in the slightest. I'll never call it X.
This
After what has felt like eons… it has ARRIVED! 📷📷📷 I can’t think of a better way to wrap up Earth Month than with the arrival of my @Rivian all-electric R1S! If you need me, I’ll be on an eco-friendly joyride in Atlanta. And now for the most important part: What do I name…
Episode 65: Capex to the Moon! @BenBajarin and @jaygoldberg discuss the increase in silicon TAM tied to increase in big tech capex all driven by AI. Subsribe 👇 Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
John Gruber @gruber
358K Followers 2K Following Threads: @gruber ★ Mastodon: https://t.co/zMmW95yISs ★ Bluesky: @gruber.foo
Horace Dediu @asymco
69K Followers 424 Following https://t.co/iOcMYL7Ksg https://t.co/XbOebFdfbw https://t.co/jXz3kWqoMC
Steven Sinofsky @stevesi
208K Followers 6K Following ॐ • Subscribe to https://t.co/HO6BEn7SN1 • delving • seed investing • writing • everlaw boxhq tanium w/a16z… •📷• ॐ •🙏• tweets kept 90 days • 🇮🇱
Mark Gurman @markgurman
351K Followers 2K Following Chief Correspondent for Bloomberg: Apple, Tech, Devices. Subscribe to Power On. Tips: [email protected]. Signal: markgurman.01. Telegram: GurmanMark.
Ben Thompson @benthompson
239K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
M.G. Siegler @mgsiegler
187K Followers 1K Following (New) Writer of https://t.co/uMH2x9vQgS (Longtime) Investor at https://t.co/cmWCEmgq8b (Always) Traveler with @msquinn 👩🏻 & co 👧🏼👶🏼 (Forever) #GoBlue 〽️🍻
Federico Viticci @viticci
88K Followers 799 Following Founder and Editor-in-Chief @MacStoriesNet & @ClubMacStories. Not on Twitter anymore. 👋 On Mastodon 🐘 @[email protected]
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Rene Ritchie @reneritchie
143K Followers 1K Following @YouTubeLiaison helping YouTube better empathize with creators and creators better understand YouTube. Opinions my own. For support 👉 @TeamYouTube
Kontra @counternotions
53K Followers 101 Following Trying is the first step to failure. Veteran design and management surgeon, perennially in search of complex problems to operate on.
Christina Warren @film_girl
101K Followers 14K Following Sr Dev Advocate @GitHub, hosts: @ovrtrd @_RocketFM. Journalist turned developer. @[email protected]. Loves media, tech and OSS. opinions = own
Charles Arthur @charlesarthur
72K Followers 1K Following Journalist, speaker, moderator. Latest book: Social Warming, on social media's inherent, unavoidable effects. Ex-Guardian, Independent. Never paid for Twitter.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Carolina Milanesi (Sh.. @caro_milanesi
17K Followers 2K Following Founder, The Heart of Tech | President @CreativeStrat, Fmr. Gartner VP, Kantar Chief of Research | Human/Dog Mom | #ConsumerTechStrategy #ESG #DiversityAdvocate
Techmeme @Techmeme
430K Followers 962 Following Top news and commentary for technology's leaders, from all around the web. This account shares top-level Techmeme headlines. Visit our site for full context.
Patrick Moorhead @PatrickMoorhead
43K Followers 4K Following Ranked #1 tech industry analyst by ARInsights. Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 cofounder.
OM @om
1.2M Followers 2K Following Partner Emeritus @TrueVentures. Founder of GigaOM. I write about technology! ✍🏼+ 📸 + 🌐 = https://t.co/81PkGbMhIN (Sign-up for my free newsletter https://t.co/DlJUkuxOfZ )
odia tamer @OdiaTamer42003
6 Followers 147 Following
AB @Schofield91
207 Followers 1K Following
MarthaJohnson @F6rW3S684qvU46
1 Followers 180 Following
JulieDavy @QEL6wAJCYCf0hp
0 Followers 179 Following
Charlie Dean @ctd224
82 Followers 505 Following
Stock-Based Comp @Stock_Based
694 Followers 465 Following supporter of teachers and firefighters | semiconductor enjoyer | shoemaker not beyond the shoe
BeverlyEvelina @x9Q2GHNXRmVK9JV
1 Followers 164 Following
Siniockis @SiniockisEdW
0 Followers 94 Following
Kun Lee @__kunlee
7 Followers 94 Following
Diesel @dieselcapita1
92 Followers 5K Following
Ross Young @DSCCRoss
42K Followers 610 Following Over 25 years experience in the display industry, CEO of Display Supply Chain Consultants (DSCC). Sharing the future of the display industry and its products.
Johnny @JohnnyWongjo111
9 Followers 615 Following
guo_scheme @tdgscheme
102 Followers 107 Following 郭詐藥自燃，众郭蛾扑火，照亮了洼地生态里的愚患！一燈能照千年暗，一賤能显萬年愚…. 归纳了郭文贵武賤海外华人的事实…. 郭吞一堆藥，蛾以幻為真！ 郭的口蛊术在美帝面前就像是…… 炼丹术詐元素周期表，自取其辱！
Greg Kustanovich 🇺.. @GregKustanovich
28 Followers 950 Following Investor: AI, Politics/Geopolitics, Finance & Economics 📈 Life Experience | USA 1st | (R), Conservative | Colleges & Universities = scam | Anti Corporate 9-5
Diogo Bodas @diogobodas97
3 Followers 19 Following
Sean @Sean14978416
1 Followers 649 Following
Rob’s Educated Gues.. @RobEducated
12K Followers 291 Following Swing at Strikes Not Balls. Stocks are just pieces of paper, tickers and narratives. P/E, P/S or any valuation metric to justify what’s working or isn’t.
Sezgin @sezgin1947
116 Followers 690 Following @metu_eee BSc. | @rwth comp MSc. | Compiler engineer for AI accelerators @amd | wannabe algo trader
mdaunert @mdaunert144729
1 Followers 2 Following
Bf @bbrooklynboss
99 Followers 642 Following
Veronica @FortunateRN
107 Followers 285 Following ✝️ Follower of Jesus. Learning to experience shalom while drowning in Empire. I was wrong. People are greater than politics.
osana @Malevola51
7 Followers 108 Following
Talea Zafar @TaleaZafar
175 Followers 112 Following Cofounder & CEO @TheNewSpaces https://t.co/2UhZrsg4nS Cofounder & CEO @ToffeeTVpk https://t.co/CP5kCvjrzb
nathalie @nathalie_7741
17 Followers 96 Following All our dreams can come true if we have the courage to pursue them.
Will Townsend @WillTownTech
4K Followers 1K Following VP - Networking & Security Principal Analyst, Top 10 ARInsights rank, #Forbes contributor featured on #NPR, #WSJ, #CNBC, #TodayShow - New Bastropian & 🚴♀️
Joe Robison @josephrobison
2K Followers 6K Following Compounding content by building power rankings, data visualizations, and zany ideas at @greenflagdigtl. e/acc curious.
R2DHue @R2DHue
2K Followers 2K Following 🇺🇸 LAND OF THE FREE, HOME OF THE BRAVE 🗽 ɪ♡. ɪ♡⨿⨉. ⦚ ♡ 𝔇Ξ𝕾𝗜Ɠꛘ. Anti-WAR. 𝒾 ♡ ☮︎. 𝗣ʀᴏᴜᴅʟʏ B⃣L⃣O⃣C⃣K⃣E⃣D⃣ᵇʸ 🅿️ETER STRZOK (@PeteStrzok) 𝗣≠𝗡𝗣 ⁽ʸᵉᵗ⁾
Jon Belk @Belk95
294 Followers 4K Following Eats too many burritos. Disclaimer: I take twitter with a grain of salt and so should you.
Sam Coward @samcoward
393 Followers 1K Following Father, husband, subpar musician. Platform Engineering @VMWare Tanzu. XP, Agile. Leveling up on AI and ML; accelerating.
G.I Joe @Joedefendre
778 Followers 4K Following Full Stack Prompt Engineer | | #FSDBeta Tester | 👨🏾💻| $TSLA | e/acc
Marc Cymontkowski @RoboTweax
263 Followers 5K Following CTO at MuseMe - Making Video Interactive, 2018 Emmy Award for SRT Network Protocol #OpenSource #Video #AI #Decentralization #FCKAFD
Aloul @Aloul40
92 Followers 2K Following https://t.co/JudJs4hfl2 لا اله الا انت سبحانك اني كنت من الظالمين
TECH+MEDIA WORLD @tech_media_wrld
221 Followers 3K Following Updates, Rumors, Leaks, and News about Media, Entertainment, and Technology. RT ≠ Endorsement.
hannah kim @hannahsekim
7 Followers 11 Following
Tc1240 @tc1240
58 Followers 339 Following
Lucas Servideo @lfservideo
14 Followers 273 Following
John Gruber @gruber
358K Followers 2K Following Threads: @gruber ★ Mastodon: https://t.co/zMmW95yISs ★ Bluesky: @gruber.foo
Aaron Levie @levie
2.5M Followers 630 Following Lead Magician (and CEO) at Box (@box); Huge ABBA fan. I don't fully endorse anything I say below. Go ☁
Horace Dediu @asymco
69K Followers 424 Following https://t.co/iOcMYL7Ksg https://t.co/XbOebFdfbw https://t.co/jXz3kWqoMC
Steven Sinofsky @stevesi
208K Followers 6K Following ॐ • Subscribe to https://t.co/HO6BEn7SN1 • delving • seed investing • writing • everlaw boxhq tanium w/a16z… •📷• ॐ •🙏• tweets kept 90 days • 🇮🇱
Daring Fireball @daringfireball
95K Followers 1 Following Entries from Daring Fireball. Feel free to comment with replies to posts.
Joanna Stern @JoannaStern
176K Followers 2K Following 👩🏻💻Senior personal tech columnist @wsj 📺 Contributor @nbcnews + @CNBC 🏆 Emmy winner, technology and family lover
Mark Gurman @markgurman
351K Followers 2K Following Chief Correspondent for Bloomberg: Apple, Tech, Devices. Subscribe to Power On. Tips: [email protected]. Signal: markgurman.01. Telegram: GurmanMark.
nilay patel @reckless
192K Followers 2K Following Editor-in-chief of The Verge. CNBC contributor. Host of Decoder, co-host of The Vergecast, everywhere good podcasts are served. I am in love with spectacle.
Ben Thompson @benthompson
239K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
Sebastiaan de With @sdw
78K Followers 1K Following co-founder at @halidecamera, designer, photographer, dad. Dutchman in California. Yep, most photos here taken with an iPhone.
M.G. Siegler @mgsiegler
187K Followers 1K Following (New) Writer of https://t.co/uMH2x9vQgS (Longtime) Investor at https://t.co/cmWCEmgq8b (Always) Traveler with @msquinn 👩🏻 & co 👧🏼👶🏼 (Forever) #GoBlue 〽️🍻
Federico Viticci @viticci
88K Followers 799 Following Founder and Editor-in-Chief @MacStoriesNet & @ClubMacStories. Not on Twitter anymore. 👋 On Mastodon 🐘 @[email protected]
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Rene Ritchie @reneritchie
143K Followers 1K Following @YouTubeLiaison helping YouTube better empathize with creators and creators better understand YouTube. Opinions my own. For support 👉 @TeamYouTube
Kontra @counternotions
53K Followers 101 Following Trying is the first step to failure. Veteran design and management surgeon, perennially in search of complex problems to operate on.
Christina Warren @film_girl
101K Followers 14K Following Sr Dev Advocate @GitHub, hosts: @ovrtrd @_RocketFM. Journalist turned developer. @[email protected]. Loves media, tech and OSS. opinions = own
Cabel @cabel
85K Followers 564 Following I work at @panic we make apps and games. ✍️ Blog: https://t.co/WrULhBjGXJ • 🐘 Mastodon: https://t.co/CDQgBq3qlt • 🧢 Bluesky: https://t.co/qDIqg1ddnN
John Siracusa @siracusa
80K Followers 307 Following Programmer, tech writer, and co-host of Accidental Tech Podcast (@atpfm), @RecDiffs, and @robot_or_not. @[email protected]
Charles Arthur @charlesarthur
72K Followers 1K Following Journalist, speaker, moderator. Latest book: Social Warming, on social media's inherent, unavoidable effects. Ex-Guardian, Independent. Never paid for Twitter.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Kourosh @kouroshshafi
7K Followers 1K Following archiving business tidbits “Make ‘em think, make ‘em laugh, make ‘em money.”
Stephen Robles @stephenrobles
9K Followers 800 Following Making technology more useful for everyone 📺 video and podcast creator 🎼 musical theater kid at heart
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice
Jon Bathgate @jbathgate
3K Followers 737 Following Investor at NZS Capital. https://t.co/YcYJOu5XEJ Not investment advice.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Clark Tang @_clarktang
3K Followers 365 Following investing @ altimeter // be humble, never stop learning // no investment advice
Sumit Gupta @SumitGup
2K Followers 864 Following Lead Apple Infra products, ex-VP/lead Google, IBM, NVIDIA for AI & #DataCenter. Tweet about #ProdMgmt, entrepreneur, technology, #food, whiskey, #AI, #HPC
Michael Darius @darius
11K Followers 6K Following Apple pioneer, skeuomorph & protégé of Steve Jobs ⌛️TIME Invention of the Year 💿 Platinum for iTunes 🍼 #1 Startup Babysitter ▷ Verify: https://t.co/YVJA0RrynR
Danny Yaroslavski @dannyaroslavski
3K Followers 2K Following opinions my own, spatial input @meta, previously @google @lightbotcom @spriteboxcom @overlinkgame
Cosmo Scharf ᯅ @cosmoscharf
2K Followers 765 Following Building SpaceTime community – spatial FaceTime meetups on Apple Vision Pro. Spatial Media Creator, Product Designer & Entrepreneur. Co-Founder VRLA & Mindshow.
Josh Walrath @JoshDWalrath
3K Followers 569 Following Writes for PC Perspective, covers hardware and technology. Full-time dad as well. Mostly tired.
Rihard Jarc @RihardJarc
39K Followers 3K Following Investor & writer @uncoveralpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+11k subscribers).
Chipstrat @chipstrat
65 Followers 158 Following Semiconductor industry on-ramp and insights from @theaustinlyons
Secretary Gina Raimon.. @SecRaimondo
81K Followers 326 Following 40th Secretary of @CommerceGov. Committed to helping American workers & businesses, creating good-paying jobs, and empowering a more equitable economy for all.
Selkirk Pickleball TV @SelkirkTv
2K Followers 3 Following The latest in Selkirk media: Highlights, instruction videos, matches and much more.
TysonMcGuffin @TysonMcGuffin
3K Followers 6 Following Pro Pickleball- Most Electrifying Man in Sports Skechers Athlete - Father of 4 - Hayden, Idaho - Find Good People & Hang Onto Them ✌️
DUPR @DUPRpb
4K Followers 88 Following The gold standard in pickleball ratings worldwide. Built by players, for players. Elevate your game and track your progress — whatever your level.
Connor Pardoe @connorpardoe_pb
2K Followers 354 Following Founder/CEO: @ppatour “Pro Pickleball” @majorleaguepb Owner: @utahblackdiamonds Dad to two sets of twins: 👶🏼👶🏼👶🏼👧🏼
The Dink Pickleball @Pickleball
16K Followers 701 Following 📍Pickleball lives here | All the latest in the fastest-growing sport in America | 🎙️@pickleballpod
Major League Pickleba.. @MajorLeaguePB
14K Followers 315 Following Our mission is to elevate pickleball in everything we do. It’s time to Level Up the Game. #MLPLevelUp
USA Pickleball @USAPickleball
9K Followers 745 Following Official Twitter Account for USA Pickleball, the national governing body for the sport of pickleball in the United States.
The Kitchen Picklebal.. @TheKitchenPB
15K Followers 5K Following 🚀 The largest Pickleball community in the world! 🔗 Join our FREE weekly newsletter & community! 🏓 Use KITCHEN10 to get 10% off on our shop!
Carvana PPA Tour @PPAtour
13K Followers 133 Following The Carvana Professional Pickleball Tour. Follow along for the latest news, highlights, stories all things pickleball, and to #PlayWhereTheProsPlay
Big Dill Pickleball C.. @Bdpickleballco
645 Followers 401 Following Big Dill Pickleball Co. is based in Salt Lake City, Utah, USA. Our woman-owned company designs unique, fun, fresh paddles and pickleball gear. #Pickleball
Benhanen @kela9123
2K Followers 993 Following Thief of tennis nuggets, limerick-maker, troll-beater, lapsed troll, selective nerd. Slowly chronicling tennis at https://t.co/GUNtiUHfWt
Ben Geskin @BenGeskin
289K Followers 999 Following Tech Enthusiast 📱🕶 Content Creator 🎬 AR/VR/AI ᯅ Business via DM/email: bengeskin gmail
Brad Gerstner @altcap
127K Followers 870 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.
Morgan Brennan @MorganLBrennan
60K Followers 3K Following CNBC, co-anchor of @cnbcovertime, formerly @SquawkStreet. Mom & wife. One-time singer. Anthropology enthusiast. Huge foodie. Host of #ManifestSpace podcast
Synopsys @Synopsys
22K Followers 2K Following Global leader in EDA & silicon IP, with industry-leading portfolio of software security products & services. We are catalyzing the era of pervasive intelligence
Chon Tang @chontang
3K Followers 638 Following Berkeley/MIT. Former quant, angel, always entrepreneur. VC launching startups at UC Berkeley @skydeck_cal, Silicon Valley’s global accelerator. Opinions mine!
Horace He @cHHillee
24K Followers 450 Following Working at the intersection of ML and Systems @ PyTorch "My learning style is Horace twitter threads" - @typedfemale
Dan Zhang @DZhang50
2K Followers 781 Following Researcher @ Google DeepMind | ML for Systems | Systems for ML | Computer Architecture PhD @ UT Austin🤘 | Opinions stated here are my own.
Tianle Cai @tianle_cai
5K Followers 4K Following ML PhD @Princeton. Life-long learner, hacker, and builder. Tech consultant & angel investor. Prev @togethercompute @GoogleDeepMind @MSFTResearch @citsecurities.
jon prosser @jon_prosser
434K Followers 465 Following trying to make tech videos that matter. creator of @frontpagetech | cohost of @geniusbarpod
Andru Edwards @AndruEdwards
53K Followers 3K Following Tech Influencer / @Amazon Tech VJ / @YouTube NextUp alum / Investor / Founder of @GearLive
Mrgreenrang3R ᯅ @Mrgreenrang3R
5K Followers 2K Following Streaming and Videos for VR, Gaming, Tech, Apple and general news about those things. Let's Put It On ᯅ
Ralph🕶 @RalphJodiceJr
2K Followers 3K Following Head of PR for XREAL 🕶️. Xbox PR guy from 2012-2023 🎮. F3-Atari in Seattle ☕.
Oliver Renick @OJRenick
17K Followers 871 Following Lead anchor @SchwabNetwork. Utility over entertainment. #CutTheCord. @CornellEng. Views my own. Disc: https://t.co/ABaMsxGBS8
Schwab Network @SchwabNetwork
66K Followers 2K Following Empowering every investor & trader, every market day with timely financial news & expert insights. RT≠ endorsement. Imp Discl: https://t.co/PjwPtVTPpv
Brian Tong @briantong
134K Followers 1K Following Tech. Geek. Culture. NBA, kicks, gamer, Marvel, DC, MK11, Disney, comics, foodie, BTS ARMY! Apple Bitz XL Podcast. Inquiries: [email protected]The best new ideas often come from taking something that’s traditionally niche or expensive, and making it broadly accessible. In AI, the biggest opportunities will be from taking work that most businesses can’t afford or don’t have access to, and making it broadly accessible.
if you’re a 90s kid i strongly recommend giving this account a follow. non-stop nostalgia
@BenBajarin @SullyCNBC @LastCallCNBC It’s an Anchorman reference that I, and I’m sure many others, didn’t catch!
I speak with @Qualcomm CEO @cristianoamon about $QCOM's beat-and-raise results, the impact of emerging AI, and the strength in the automotive and IoT growth segments. x.com/i/broadcasts/1…
@BenBajarin Auto Semis competition landscape and your views - next podcast topics ? @jaygoldberg
Qualcomm earnings $QCOM EPS Beats $2.44 Adj. vs. $2.32 Est. Revs. Beat $9.39B vs. $9.34B Est. Both QCT & QCL revs are roughly in line Sees Q3 revs. $8.8B-$9.6B vs. $9.05B est.
Increasingly convinced ~95% of daily happiness is achieved from: Adequate sleep Touching grass Working out Having a short commute Interacting with other humans
Great point, @AdamConwayIE. "In other words, it's all about usable AI, rather than #AI for the sake of it.” I suggest giving this article a read as @thraxbert expertly conveys @intel's trajectory for making AI PCs commonplace in the not-so-distant future.
Why Intel believes the "AI PC" is critical to its success xda-developers.com/why-intel-ai-p…
I'm headed to @MediaTek's analyst day in Phoenix today. I will be there with @WillTownTech, and maybe we will find time to record the podcast live, too!
City of dreams 🍎💪🏻 Hello New York 👋🏻
🤔🤔🤔🤔🤔
The FAA requires that air traffic controllers retire at age 56, because there is so much riding on their mental acuity. The average age in the US Senate is 64 years old.
1st off, the coffee is not good.
The collapse of Starbucks is truly insane: 1. Company wide same store sales fell 4% and traffic fell 6% this quarter 2. In China, same store sales plunged 11% with an 8% decline in the average order 3. International same store sales FELL 6% while a 1.4% GAIN was expected 4.…
@ianzelbo @GrahamFleming_ @MKBHD One of the things that keeps me on this app is seeing a terrible take, and then @ianzelbo replying with a hilarious takedown
Have to give props to UBS for having the balls to be the first put a 4 handle EPS numb out there for $NVDA. Buy side been there for a little while, and he is still too low. But nice break away from trying to play nice w/ low numbers for colette
The big picture thing I think is funny is that AMD had a few good years where they finally got away from the low cost cheap intel alternative label only to become poor man’s option to NVDA.
Taking pitches on Airchat. I like this format. :) (raced = raised)
My UofC MBA Education: Markets are efficient. Me: AMD beat earnings and guided in line. And its stock is indicating down 7% after hours. My education: ¯\_(ツ)_/¯
Let’s talk about the Cybertruck. x.com/i/broadcasts/1…
@BenBajarin I’ve asked and so far, no one has sent me that electron microscope image that shows one 3nm transistor.
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