Sarbjeet Johal @sarbjeetjohal
#Think24 - 28 yrs in #SiliconValley #Cloud, #Analyst, #GTM, #Coder, Economist, Storyteller, Speaker, Investor. EX: @OracleCloud @Rackspace @VMWare #DelEMC @VISA linkedin.com/in/sarbjeetjoh… San Francisco, California Joined February 2009-
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It’s great, there is wow factor, but it is not a workable solution at this price and in this form-factor. I am not surprised to know that @Apple reportedly slashed Vision Pro headset production and canceled updated headset as sales tank in the US. pcgamer.com/hardware/vr-ha……
It’s great, there is wow factor, but it is not a workable solution at this price and in this form-factor. I am not surprised to know that @Apple reportedly slashed Vision Pro headset production and canceled updated headset as sales tank in the US. pcgamer.com/hardware/vr-ha…… https://t.co/q08oqNymXo
Google’s TPUs superiority is a ‘told ya so’ moment! Following is a snippet from #GoogleCloudNext, earlier this month with @furrier @DustinKirkland and @AndyThurai My thinking was further solidified after this talk further as I spoke to Google hardware team on expo floor and…
Google’s TPUs superiority is a ‘told ya so’ moment! Following is a snippet from #GoogleCloudNext, earlier this month with @furrier @DustinKirkland and @AndyThurai My thinking was further solidified after this talk further as I spoke to Google hardware team on expo floor and… https://t.co/bgpW25Wezp
@venky4a Even Google search gives an AI answer on top of the page, but things like this make me lose faith in its accuracy. Del was closed on July 9, 2019, not announced. Answer makes it sound like IBM hid the acquisition of Red Hat! 😂
I need this… me speaking my vast and random thoughts into an AI Chatbot and it spits out the gist of it all. I still want to keep my random thoughts intact for a better model to take a stab at it though 😂 Second thought, such a thing can drive active thinkers, insane. Scary,…
I need this… me speaking my vast and random thoughts into an AI Chatbot and it spits out the gist of it all. I still want to keep my random thoughts intact for a better model to take a stab at it though 😂 Second thought, such a thing can drive active thinkers, insane. Scary,…
Google search is under much bigger threat than I originally thought (last year)!
I wasn’t the only one comparing Jensen Huang to Steve Jobs last month during #GTC24, even @ABC2020 did that in the video they posted yesterday. @spoonen @furrier @theCUBE @robhof @ShellyKramer @BettyJunod
I wasn’t the only one comparing Jensen Huang to Steve Jobs last month during #GTC24, even @ABC2020 did that in the video they posted yesterday. @spoonen @furrier @theCUBE @robhof @ShellyKramer @BettyJunod https://t.co/2DdvHhMF2q
New Abstraction Order: AI is eating the Cloud Cloud is eating Software Software is still eating the world I think we can swap the word eating with sweeping, easily! cc @pmarca @jerrychen @om @EdLudlow @jonfortt @dvellante
New Abstraction Order: AI is eating the Cloud Cloud is eating Software Software is still eating the world I think we can swap the word eating with sweeping, easily! cc @pmarca @jerrychen @om @EdLudlow @jonfortt @dvellante
AI infrastructure spend is sucking the air out of traditional (less cloudy) infrastructure and (its) security spend and it will continue to do so for next 2-3 quarters, if not longer. cc @DivesTech @dhinchcliffe @dvellante @furrier @BillMew @cleartechtoday @cloudpundit
AI infrastructure spend is sucking the air out of traditional (less cloudy) infrastructure and (its) security spend and it will continue to do so for next 2-3 quarters, if not longer. cc @DivesTech @dhinchcliffe @dvellante @furrier @BillMew @cleartechtoday @cloudpundit https://t.co/06RhkVPbSU
Let’s do some math: @nutanix revenue for the twelve months ending January 31, 2024 was $2.019B (a 18.12% increase year-over-year). That way 30% premium, based on today’s market cap ($15.21 billion) puts them at $19.77 billion 11x revenue (what @IBM paid for @RedHat) puts them…
Let’s do some math: @nutanix revenue for the twelve months ending January 31, 2024 was $2.019B (a 18.12% increase year-over-year). That way 30% premium, based on today’s market cap ($15.21 billion) puts them at $19.77 billion 11x revenue (what @IBM paid for @RedHat) puts them… https://t.co/8aRItxLg10
Models (of comparable features) are getting smaller (needing less compute to inference) and easier day by day! @facebook and @Google have made a lot of progress in this area.
Yesterday… @elonmusk :)
It’s almost like Musk has leverage over the regime - @jimcramer
This 'just do it' thing is not working out for me, today!
The average lifespan of a website = 100 days
The average lifespan of a website = 100 days
Getting ready for the @tableau conference keynote! Join us tomorrow, April 30 in person or on @salesforce+ at 10am PST! See you then! #datafam #data24 ❤️📊
.@Apple keeping mum on their AI plans can cost them during earnings release this week! cc @CNBCFastMoney
R “Ray” Wang 王�.. @rwang0
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2K Followers 295 Following Director, Design @urbancompany_UC. Tweets about Product and Design. Previously at @Grofers, @Housing. IIT Guwahati alum@sarbjeetjohal @venky4a Check this out
⁉️⁉️⁉️Another miss by Google How many of you have switched to Google Gemini AI in the Google app? Most wouldn’t even know when it launched. It’s hidden with a star icon at the top 🤦🏻♂️
@sarbjeetjohal @dvellante @AndyThurai @awscloud SJ, is awesome!
@sarbjeetjohal How much of the dent can be absorbed by Gemini and other models from Google? And if search is under threat, a major percentage of its ad revenue is under threat too, isn’t it?
@sarbjeetjohal @pmarca @jerrychen @om @EdLudlow @jonfortt @dvellante Last comment hardware is now relevant. The Wolfpack approach and commodity hardware isn’t doing it for AI so we are seeing a resurgence in infrastructure and architectures.
@sarbjeetjohal @pmarca @jerrychen @om @EdLudlow @jonfortt @dvellante In what way is AI eating cloud? It was born there.
Send this to your work chat: Cloud TPU v5p can train large LLM models 2.8X faster than the previous-generation Cloud TPU v4.
"#AI will eat both cloud and software." I think @sarbjeetjohal mentioned something to that effect. 😉 @googlecloud #GenAI #LLM
Send this to your work chat: Cloud TPU v5p can train large LLM models 2.8X faster than the previous-generation Cloud TPU v4.
@sarbjeetjohal @Prashant_1722 Yes 👍 , everything you see is a fact , Venkat exists
@sarbjeetjohal Humans who are born with instinct to use devices
@sarbjeetjohal I have seen mobile copilot / chatbot usage is super high.
@sarbjeetjohal True. I use it much less than before.
I’ve been playing with several new AI companies I found yesterday at the AI/UX event in San Francisco that @swyx ran. It has a demo area with a bunch of companies. One impressed me after I got home: ponderland.aI It makes notes for you. You ramble at it for a few…
@sarbjeetjohal @elonmusk Nice :-). A complex geo-political situation. Its govts v/s businesses - Close borders v/s open borders. A confused state.
@sarbjeetjohal @ABC2020 @spoonen @furrier @theCUBE @robhof @ShellyKramer @BettyJunod 👏🏻 great minds think alike
@sama We know why 😂
When OpenAI team started tweeting aggressively , everyone was waiting for GPT-5. Who knows if it is out there in disguise as GPT2-chatbot. How else would it beat Llama 3 and Claude Opus?