concernedcitizen @safestcitizen
concerned citizen Global Joined August 2020-
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Yardi is acquiring (60% of) WeWork, valuing it at $500M. Yardi is a 42-year-old vertical saas company selling property management software w/ ~$1.3B revenue, printing money for its owner/founder Anant Yardi. Why would they buy WeWork? It makes no sense. Yardi is interesting👇🏾
Groq’s pivot to become a high speed inference cloud through the acquisition of @DefinitiveIO and @sundeep was brilliant - but Chamath’s comments on @theallinpod comparing @GroqInc and $NVDA misses the mark. Groq provides tremendous price / speed on smaller models - and there is…
Groq’s pivot to become a high speed inference cloud through the acquisition of @DefinitiveIO and @sundeep was brilliant - but Chamath’s comments on @theallinpod comparing @GroqInc and $NVDA misses the mark. Groq provides tremendous price / speed on smaller models - and there is…
Tesla at 35K H100s, AI spend of $1bn this quarter, up 130% Q/Q Plan to be at 85K by end of this year $NVDA $TSLA
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)
$7 B of net new ARR added in the Q. IN THE QUARTER. $7B. And accelerating. 🚀
$7 B of net new ARR added in the Q. IN THE QUARTER. $7B. And accelerating. 🚀
Dispersion alive and well in big cap tech land. @BG2Pod NVDA +74% YTD Meta +22% Google +17% AMZN +15% MSFT +4% AAPL -12% TSLA -26% QQQ +4% S&P +6%
I would like to thank everyone for your care and support, be it writing letters, showing support on X, or in any other form. They all mean a lot to me and keep me strong. I will do my time, conclude this phase and focus on the next chapter of my life (education). I will remain a…
👜طبیب
Bipul Sinha is the CEO, Chairman and Co-founder of Rubrik, as well as a Venture Partner at Lightspeed Venture Partners. Prior to founding Rubrik, Bipul was a Partner at Lightspeed, where he invested in companies including Nutanix, Pulse News, Bromium, and PernixData. Before…
Jensen Huang: The single most important resource is inspiration. Is hope. Is aspiration. It’s feelings. And so what leaders do is inspire others and create resources out of nothing. Create energy from nothing.
The most expensive home for sale in San Francisco: 3 BR, 3 BA, 2HB 5,700 sqft Pac Heights penthouse listed at $35M. Yours for merely $235k/mo!
Shoutout to their mom Molly for the legendary upbringing
TIL Thomas and George Kurian are identical twins. They both grew up in India, came to the US to study at Princeton, did Stanford GSB, McKinsey, Oracle. Thomas is the CEO of Google Cloud George is the CEO of NetApp ($21B market cap) impressive af!
Chudai ....🙈
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16K Followers 464 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
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24K Followers 1 Following 现实生活中有点反差，喜欢成熟稳重年纪差不多的男士，有共同话题，文明交流色而不淫，淫而不乱 接受高质量搭讪 无门槛，私信自报家门有福利呦😘
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Some guy’s burner @someguysburner
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6K Followers 7 Following We lead pre-seed/seed rounds in fintech companies with $500k-$4M checks. Investing out of our 2nd fund, building the fund we wish we had when we were founders.
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@pitdesi 42 year-old vertical software as a service company. Now me: Waste Management is a 55-year-old AI company (they built some AI stuff recently). This is fun, your turn again.
@pitdesi I love how Yardi has become mainstream in the last 24hrs If you work in rentals proptech, they're the marquee brand as the leading property management software that *everyone* does business with - from landlords to rental marketplaces like zumper Welcome to our world!
@M___Morgenstern yup - i see the value in the partnership, and Yardi should maybe acquire WeWork Workplace, but why take on all the other stuff?
Yardi is acquiring (60% of) WeWork, valuing it at $500M. Yardi is a 42-year-old vertical saas company selling property management software w/ ~$1.3B revenue, printing money for its owner/founder Anant Yardi. Why would they buy WeWork? It makes no sense. Yardi is interesting👇🏾
Incremental hyperscaler share gains have held steady/ stabilized from last q $MSFT #1 gaining 45% incr share vs. 45% last Q $AMZN #2 at 30%, flat from 30% last Q $GOOG held around 20% $ORCL around 6% On an aggregate basis, net new revs up 41% y/y, up from 23% last Q!
To clarify a point I made in my post on GB200 vs a whole datacenter of Groq chips, I didn't mean to say a GB200 NVL would outperform a whole Groq datacenter. That would be insane. I was referring to the memory on chip required to house the weights of a model. Because GB200…
Groq’s pivot to become a high speed inference cloud through the acquisition of @DefinitiveIO and @sundeep was brilliant - but Chamath’s comments on @theallinpod comparing @GroqInc and $NVDA misses the mark. Groq provides tremendous price / speed on smaller models - and there is…
E174: THREE AMIGOS (get well soon @Jason!) (0:00) bestie intros: j-cal is out this week (0:57) all-in summit 2024 announcement! apply to attend: summit.allinpodcast.co (3:10) $NVDA's market position, collapse of western cities, state of the cloud market (17:30) inflation…
Tesla at 35K H100s, AI spend of $1bn this quarter, up 130% Q/Q Plan to be at 85K by end of this year $NVDA $TSLA
$MSFT and $META both announced they will materially grow AI capex next yr to support AI build out "The opp to power that next wave of "cloud infra" is important. It's imp bc we've been the leaders for this decade of cloud transition and it's imp for us to confidently invest to…
AI growth contr. 7 pts of grwth, from 6 pts last Q (4bn ARR), grwth slowed bc $MSFT is GPU constrained! $NVDA "this minute, we do have demand that exceeds our supply by a bit... fair to say that that could have been an impact on the # for the Q and does impact the # in Q4"
🎤drop $MSFT earnings: Satya clear he believes Azure is taking share. From other clouds, from on-prem, and from non-IT (opex budgets) "we feel very, very good we're fundamentally a sharetaker... Azure has become a portal for pretty much anybody who is doing any AI project"
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
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)
$7 B of net new ARR added in the Q. IN THE QUARTER. $7B. And accelerating. 🚀
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)
I haven’t been allowed inside Columbia’s campus, either as media or as faculty.
Columbia University students have been ordered to “shelter in place” as a large group of police officers is amassing outside the gates of campus.
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