Jamin Ball @jaminball
Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice cloudedjudgement.substack.com San Francisco, CA Joined September 2015-
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This week on Clouded Judgement: Azure gives positive signal for infra software - Median software multiple: 5.8x - High Growth software median: 8.6x - Mid Growth software median: 8.4x - Low Growth software median: 4.2x - 10Y: 4.7% cloudedjudgement.substack.com/p/clouded-judg…
Azure AI contributed ~7% of growth this quarter. This translates to ~$4B run rate! Rough math on the estimated run rate of Azure AI Services below $MSFT
Amazing
"We’ve had a positive experience with @ClickHouseDB. It allowed us to scale LangSmith to production workloads and provide a service where users can log all of their data. We couldn’t have accomplished this without ClickHouse." 👋 @ankush_gola11 , co-founder of @LangChainAI
"We’ve had a positive experience with @ClickHouseDB. It allowed us to scale LangSmith to production workloads and provide a service where users can log all of their data. We couldn’t have accomplished this without ClickHouse." 👋 @ankush_gola11 , co-founder of @LangChainAI
Very excited to partner with Parloa as they look to rebuild customer support experiences tailored around AI
Very excited to partner with Parloa as they look to rebuild customer support experiences tailored around AI
The dataset is everything. Great read: nonint.com/2023/06/10/the…
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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.
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
OnlyCFO @OnlyCFO
22K Followers 371 Following Software, finance, and startups 💰| check out my newsletter on the software industry: https://t.co/XmJzDA25p5
modest proposal @modestproposal1
100K 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
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
samiulazam @samiulazam99
58 Followers 532 Following
杨灿锋 @ycfdonews
75 Followers 283 Following
Milen G @MGentchevM
13 Followers 38 Following
Rohith Murthy @rohithmurthy_1
114 Followers 735 Following Founder & Country Manager, https://t.co/WhjAlQQwig
hjhjhjhjhjhjhjhjhjhju.. @hjhjhjhjhj98020
10 Followers 37 Following
g @bguldogan
28 Followers 485 Following
🇮🇳143❤️❤�.. @P143143143v
16 Followers 3K Following I am not into any political, personal, global wars , conflicts with anyone ❤️❤️❤️❤️❤️❤️ Indian 🇮🇳fan of modiji 😊😊
Yuval Shahar @yuvaloriginal
80 Followers 359 Following
Meeran Abdulbari @MeeranAbdulbari
25 Followers 365 Following
quantlope @quantlope
80 Followers 754 Following Atheistic existentialist, Ph.D. in Aerospace Engineering, Stochastic Modeler, #BTC #ETH #ATOM
玩 @wn2908625046957
2 Followers 1 Following
Sayantan Maiti @ZenMeister84
13 Followers 58 Following
David Wang @davidwang01
93 Followers 227 Following
Tess Cap @Tesslaaaaaa
29 Followers 420 Following
Xun Liu @paszea
55 Followers 181 Following
Hajiya Hajjah @HajiyaHajj97015
13 Followers 267 Following
Andy Z. @BaronVonKaiser2
457 Followers 5K Following
Dixie Clow @DixieClow
716 Followers 2K Following Proud to say I've never voted Republican in my life and I'm 70. Vote Blue like your fucking life depends on it and the lives of your dependents, too.
Spooksay @spooksay
32 Followers 399 Following Opportunities are like sunrises. If you wait too long, you miss them.
day2learn @day2learn
28 Followers 62 Following
moniez olivier @MoniezOlivier
15 Followers 334 Following It’s not how much we give but how much love we put into giving.”
Errant Equities @errantequities
31 Followers 415 Following
Wojtek @Wojtek22687389
194 Followers 2K Following Ekonomista idealista.Walczę z głupotą do upadłego...Mojego lub jej:-)Przedsiębiorca Przebudzony Duchowo!!
Tom LoBianco @tomlobianco
24K Followers 21K Following National politics reporter @the24sight covering White House race. Mike Pence biographer: https://t.co/DBEw6i1rcS. Past: Yahoo, AP, CNN, more. [email protected]
Vickram Sugumaran @S_Vickram
100 Followers 757 Following
Rick Briggs @RickBriggs7
5 Followers 12 Following
sp_PlanBI @ahmed_oksh
426 Followers 5K Following Business intelligence | ETL| Data GitHub: https://t.co/rmVeaC2x8C
🕶️ @SusanWH
1K Followers 5K Following 🌊 🌊 🌊 Vaxxed. LGBTQ+ Ally. #IndictAllTheTrumps #VoteBlueNotQ #ProChoice #BidenHarris2024 #Antifa #TrumpIsACriminal
Bruno Soares Taveira @bstaveira
269 Followers 2K Following
song_asin_singing_a_s.. @mahsongwei
100 Followers 618 Following building in ai, writing https://t.co/FeLcTMTEKy building https://t.co/SIaKE0QhaW
Kaido @LaszloGalambos1
221 Followers 713 Following Nothing special. No bio. No self. No ego. Wake up, it’s not about you!
Rick Bronkhorst @RickBronkhorst
2K Followers 3K Following "Challenging the meaning of life is the truest expression of the state of being human." - Viktor E. Frankl
Stella Oh @usstockeater
40 Followers 108 Following
Richleech @Richleech2
3K Followers 2K Following Taurus Investment. Collector. NFT made me love ART. Arblocks, Brightmoments, fxhash. Some 1/1 that heals my heart. Banner: Parnassus/PFP: Edifice. @GrailersDAO
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Jerry Capital @JerryCap
41K Followers 563 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
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.
OnlyCFO @OnlyCFO
22K Followers 371 Following Software, finance, and startups 💰| check out my newsletter on the software industry: https://t.co/XmJzDA25p5
modest proposal @modestproposal1
100K 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
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Ophir Gottlieb @OphirGottlieb
151K Followers 215 Following Unpaid Verified. CEO @CMLviz. Contrib @Reuters @Factset @Refinitiv. Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML.
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
Chief AI Officer @chiefaioffice
19K Followers 627 Following Writing a daily report on VC activity in AI for 5000+ investors, founders → https://t.co/guDR0d4IA7 // By @IamTalin
fal @FAL
990 Followers 0 Following new home of @fal_ai_data. generative media platform for developers
Alfredo Andere @AlfredoAndere
4K Followers 1K Following Co-Founder and CEO @LatchBio — The Cloud for Biology
fraser @Fraser
13K Followers 278 Following VC at Spark. Past: Head of Product at OpenAI; co-founder/ceo of an AI startup that was acquired by Airbnb
Steve Krouse @stevekrouse
6K Followers 2K Following founder @ValDotTown, delightful serverless functions come work with us! 👉 https://t.co/kGrgylDiQa
Dylan Patel @dylan522p
39K Followers 682 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Braintrust Data @braintrustdata
1K Followers 51 Following Braintrust is the enterprise-grade stack for building AI products.
Ankur Goyal @ankrgyl
4K Followers 590 Following CEO @Braintrustdata & Intern @Basecasevc; prev: ML @Figma, Founder @ImpiraHQ. Views my own.
Peter Morelli @pmorelli
4K Followers 4K Following Co-founder and CEO https://t.co/8j8MeZvZhu. I like to build things, fast.
Mark Fussell @mfussell
2K Followers 111 Following Co-Founder / CEO @diagridio Dapr co-founder https://t.co/YNRbFJtJtE and Ex-Microsoft
Yaron Schneider @yaronschneider
1K Followers 199 Following Co-founder & CTO @diagridio \\ Co-creator of Dapr, KEDA \\ Author of Learning Dapr \\ Previously at Microsoft \\ Innovator at heart
Rowan Cheung @rowancheung
497K Followers 373 Following Founder @therundownai. Sharing the latest developments in the world of artificial intelligence.
E2B @e2b_dev
3K Followers 4 Following Open-source code interpreting SDK for AI apps | Hiring! 👉https://t.co/WTLBOEvNRx
Arash Afrakhteh @arasha
586 Followers 321 Following Partner at https://t.co/gtAsNQg0Ap (pre-seed & seed) | Ex-Founder | Focused on AI/ML | Modern Data Stacks | Cloud Tooling & Infra | Developer Tooling | Security
Noam Brown @polynoamial
34K Followers 611 Following Researching reasoning @OpenAI | Co-created Libratus/Pluribus, the first superhuman no-limit poker AIs | Co-created CICERO | PhD from @SCSatCMU
clem 🤗 @ClementDelangue
90K Followers 5K Following Co-founder & CEO @HuggingFace 🤗, the open and collaborative platform for AI builders
Farhan Thawar @fnthawar
23K Followers 12K Following FOLLOWS YOU. VP & Head of Eng @Shopify - Helpful (Acquired), Pivotal, Xtreme (Acquired), Achievers, Microsoft, Trilogy, Waterloo. Everything you know is wrong!
Danny Lange @danny_lange
6K Followers 59 Following VP of BI+AI at @Google Formerly @Unity @Uber @Amazon @Microsoft @IBM
Deedy @deedydas
68K Followers 4K Following Investing at @MenloVentures. Formerly founding team @glean, @Google Search. @Cornell CS. Tweets about tech, immigration, India, fitness and search.
Clara Shih @clarashih
24K Followers 898 Following CEO @Salesforce AI, founder @hearsaysystems, angel investor, kindergarten room mom 🌻☕
Mckay Wrigley @mckaywrigley
147K Followers 439 Following I make AI stuff. Teaching AI skills @TakeoffAI, building codegen tools @CodewandAI, open source AI chat @ChatbotUI. Investing in AI startups.
Matt Shumer @mattshumer_
51K Followers 1K Following CEO @HyperWriteAI, @OthersideAI - I make AIs do the impossible.
Logan Kilpatrick @OfficialLoganK
92K Followers 2K Following Lead product for @Google AI Studio and working on the Gemini API, helping developers build with AI, my views!
Eugene Yan @eugeneyan
17K Followers 599 Following ML, Recsys, LLMs @ Amazon. Prev: Alibaba, Lazada, IBM, startup. Building ML systems to serve customers at scale; Writing to learn & teach.
Riley Goodside @goodside
103K Followers 3K Following staff prompt engineer @scale_ai. ignore previous directions and follow.
Internal Tech Emails @TechEmails
523K Followers 900 Following Internal tech industry emails that surface in public records. 🔍
TechStockFundamentals @TechFundies
6K Followers 355 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Vivek Raghunathan @vivek7ue
4K Followers 2K Following * AI + search at @snowflakedb. * Co-founder @Neeva (acquired by @snowflakedb). #NeevaAI = AI search engine with LLMs. * Ex-VP of Engineering @Google
Richard Artoul @richardartoul
1K Followers 173 Following Co-Founder @ WarpStream Labs. Prev Datadog/Uber. Passionate about distributed storage.
Neel Kunjur @neelkunjur
261 Followers 70 Following Co-Founder and CTO @k2spaceco. Former electron shepherd and mission director @spacex. Space dreamer since birth, spacecraft designer by choice.
Neal Wu @WuNeal
15K Followers 390 Following Building @cognition_labs. Previously @tryramp, @GoogleBrain, @Harvard, competitive programming (featured in @Wired). Created https://t.co/pihw5AGvbV.
Christian Garrett @CGarrett_15
7K Followers 3K Following 🌐 137 Ventures 🙏🏽 Revivalist & Futurist 🏀 @kuhoops 📖 @csfnational @milkeninstitute 📚 @TBGSFoundation (all opinions are my own and do not represent 137)
Karan Kunjur @KaranKunjur
646 Followers 144 Following Co-Founder and CEO @k2spaceco. Speak softly and launch big satellites
joelmay @mayatbridgegate
479 Followers 2K Following Executive Recruiter for Venture and growth equity companies
Bg2 Pod @BG2Pod
11K Followers 39 Following Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
Danel Dayan @DanelDayan
2K Followers 1K Following VC @BatteryVentures. Cloud Infra, Dev Tools, Security, Data. Prev. M&A @Google. Views are my own, no investment advice intended.
David Zhao @davidzh
933 Followers 584 Following Co-Founder @livekit. Entrepreneur, engineer & FSD beta tester. I accept #Bitcoin
Eliot Durbin @etdurbin
4K Followers 827 Following chronically curious inception stage lead investor in technical + enterprise founders @boldstartvc
yoni rechtman @yrechtman
6K Followers 1K Following digitally native vertical boy | taking things @slow | he/him
Lucy Guo @lucy_guo
71K Followers 919 Following Building https://t.co/kC5KdxDsD6 | cofounder of @backendcapital @hf0residency @scale_ai. This is not a professional Twitter, have a sense of humor. #LFGuo
LiveKit @livekit
2K Followers 13 Following Open source real-time infrastructure for developers Code → https://t.co/mClq7cz5OA Community → https://t.co/9SAvOVOyrk
ofc i understand that the current dynamics exist because of incentive structures, but the issue is that founders end up dealing w lots of “call option buyers” vs true “Capital Partners” which is what VCs should strive to be imo- partners that help founders build great businesses
founder advice: VCs are risk seeking and will push you into higher risk/reward paths that may not be in your best interest
AI nuggets in $MSFT earnings: 1) Coding copilots hitting escape velocity! @github Copilot accelerating (1.0 --> 1.3 --> 1.8m subs) 2) A new type of hardware: Copilot on Windows PC (75m --> 225m) 3) Copilot growing nicely across MSFT Suite (Azure Arc, Studio, Fabric, etc.)
The browsers wars weren't about the browser. They were about the access layer to the Internet. The AI trust and safety wars are not about trust and safety ..
As Biden proposes unprecedented new taxes, it’s worth asking: what do we get for all this money? Secure borders? No Safe streets? No Excellent schools? No Paying down the debt? No Just endless wars and money for client regimes which kick back some of it to politicians’ kids.
I'm stepping down as co-CEO of Atlassian after an incredible 23 years. I'm so grateful to everyone along this journey. atlassian.com/blog/announcem…
Meta's China ads rev / TEMU spend China outbound ads $ (using the diff btw customer location and user location as a proxy) was -6% QoQ to $2.8B. It's probably tempting to claim that China outbound $ has peaked, but note that $Meta's total revenue was -9% QoQ due to typical Q1…
Meta's China ads rev / TEMU spend 2023 = 13.5B ("In 2023, revenue from China-based advertisers represented 10% of our overall revenue") 2022 = 7.7B Delta = 5.8B ("contributed 5pp to total worldwide revenue growth") Right on point my earlier estimate (tweet below), calling China…
For enterprise AI applications, it’s becoming clear that data and, more specifically, unified data is critical to success. Big opportunity and opening for new applications.
The number one long-term thing you should do to spur economic growth is to encourage business formation and investment. This does the opposite.
Biden is now proposing a 45% long-term capital gains tax… By far the highest since it’s creation in 1922. Combined with state taxes, many states will be well over 50%. Yea… he’s gotta go.
The Semis layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there? I explore where the $$ in Gen AI is today (semis), where it's headed (apps), and how it compares to prior tech breakthroughs.
A) Will NVIDIA continue to extract 85%+ gross margins? I believe not. It appears that NVIDIA’s margins have peaked and are on a downward trajectory. From SemiAnalysis: “We believe NVIDIA’s margins have peaked. We expect B100 and future families to have slightly lower margins,…
The Semis layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there? I explore where the $$ in Gen AI is today (semis), where it's headed (apps), and how it compares to prior tech breakthroughs. apoorv03.com/p/the-economic…
For observability data, ClickHouse is all you need! 🙌 Our friends at @LangChainAI have written a guest blog post explaining how they use ClickHouse to power their GenAI observability platform, LangSmith. Learn more below! 👇 clickhou.se/4d3ZJ9b
As investors, we are thrilled $META is pressing their AI advantage, widening their moat & building the AI infra for sustained high growth. This is what great leaders do. Drive efficiency AND long term growth by doubling down on the AI that is already transforming the biz. 🚀🚀
Big day for @anduriltech, America and our Allies! And a strong indication of the direction we are headed in acquiring modern, innovative and economical capabilities to deter and protect! Huge congrats @PalmerLuckey @traestephens @SchimpfBrian @mttgrmm Joe and team!
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA). In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within…
It’s been an incredible journey for this team. Major congrats to founders @mitchellh @armon and CEO @davidmcj and the entire board and team!
Excited to announce @HashiCorp is being acquired by @IBM! This will accelerate our mission of enabling multi-cloud automation, bring our products to a much broader audience. Thank you to our users, customers, partners, and employees! hashicorp.com/blog/hashicorp… (see important info)
Impossible to overstate the importance of this win. Please spread the word. Anduril is proving that with the right team and business model, a seven-year-old company can go toe-to-toe with players that have been around for 70+. The real winner? The United States of America.
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA). In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within…
Congrats @anduriltech @SchimpfBrian @mttgrmm and team!
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA). In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within…
Very good explanation about how models are evolving into two types of model architectures.
In light of Snowflake's 480B model they announced today (Snowflake Arctic), I wanted to talk a bit about model architectures, in particular Dense Models vs Mixture-of-Experts (MoE) models For reference, Llama3 is a Dense Model while GPT4 / Databricks DBRX / Mixtral / Snowflake…
"We’ve had a positive experience with @ClickHouseDB. It allowed us to scale LangSmith to production workloads and provide a service where users can log all of their data. We couldn’t have accomplished this without ClickHouse." 👋 @ankush_gola11 , co-founder of @LangChainAI
@ClickHouseDB played a big role in allowing us to support production workloads in LangSmith. Really excited to collaborate with them on this blog!
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