cofounder of Revealera, a platform to analyze hiring and technology trends. researcher/writer @bloomberry
New York, USA
Joined August 2011
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Weng retweeted
My deep dive article on $AMZN and why it is my biggest position:
1. Value of e-commerce in agentic shopping
2. Disruption of the Ad business
3. Agentic AI lead: MCP server adoption showing a strong lead for AWS vs peers
4. AWS (growth of traditional and AI compute).
5. Importance of Trainium
6. Valuation breakdown and the discount the market is giving
uncoveralpha.com/p/amazons-v…
Weng retweeted
👀 for granular, technical analysts... or VCs mapping early trends:
@AznWeng on MCP adoption
- Early but *rapid* ramp
- Read throughs for hyperscalers esp $AMZN $MSFT + $NET
Some excerpts here, full study here:
bloomberry.com/blog/we-analy…
Weng retweeted
Who’s the #1 fastest growing company based on job openings? Not an AI startup but a $LULU competitor: Alo Yoga. Total jobs grew a stunning 1100% YoY
And that expansion has led to brand heat. While not a perfect proxy, the # of items sold on Poshmark grew 44% for Alo, -10% for LULU
Weng retweeted
I analyzed the number of GenAI jobs at Big Tech, and the results are very insightful.
1. Surprisingly, $AMZN has been leading most months with GenAI job openings, which tells you a lot about how much $AMZN is taking this seriously. The thesis of $AMZN "being behind" in GenAI might soon be very false.
2. $META, despite having 3x fewer total employees, now has more GenAI job openings than $GOOGL.
3. The data shows that $MSFT is constantly looking for more GenAI employees and currently has the most GenAI job openings.
data from @Revealera
Over the weekend, I will publish an article in my newsletter that details what current alternative data sources, such as job openings, expert interviews, etc., are showing regarding Big Tech and their AI efforts. This will become a regular monthly post on the UncoverAlpha newsletter.
Weng retweeted
analysing loads of job ads over the last two years shows us that it’s a tale of AI engineers and researchers.
@AznWeng
Weng retweeted
Very insightful for $META investors. Data shows $META is back to employing new roles after a bottom in mid-2023, the year of efficiency.
What I like to see is the data showing that most of the new hires are in Engineering roles and not Sales/Customer roles.
$META, despite being lean, which I fully support, $META needs to invest and harvest AI talent to be ready for the next tech cycle.
Great company continuing to execute well & while still investing to be ready for the next tech cycle.
data by @Revealera
Weng retweeted
My $SNOW Piece: What makes Snowflake truly special?
1. Rising Data Volume
2. Software defensibility
3. Platform Optimization
4. Building a Data Ecosystem
5. Best-In-Class Financials & Mgmt Team
I share personal experiences. Kindly share if valuable🙏
seekingalpha.com/article/444…
Weng retweeted
Suppose u’re the CEO of $SQ. U got $20 billion to acquire a company to accelerate international growth. Who u buying? @KermitCapital @LiviamCapital @clueless_1337 @MaxTheComrade @Matt_Cochrane7 @WOLF_Financial @InvestmentTalkk @mfriedrichARK @Picolinie @LuisVSanchez777 @tpsojda
Weng retweeted
(1/n) $GDRX deep-dive is out! It’s longer than I anticipated, so here is the TDLR (which is still long - sue me):
(cont.)
the10thmanbb.com/investment-…
Weng retweeted
1/ Observations of a retired stock analyst.
As someone who called a then coming super-spike era for oil markets in 2004, but failed to get off in 2008 until well into the downturn, the current innovation/Bubble stock gurus seem to be making many of the same mistakes I made.
Weng retweeted
This is also everything that’s wrong with the narrative around technological change.
Technological advancement is supposed to benefit employees and society in general—not punish low income individuals.
Weng retweeted
Our data @RevealeraData discovered that Patreon might have an IPO soon. It got picked up by @theinformation in the article a moment ago. Are they going to merge with a SPAC? Is OnlyFans next?
Patreon is eyeing going public later this year, scoop @rossmatican & @amir
Recently surpassed $100m in annualized rev too. Comes as Cameo and OnlyFans also looking to raise more $$$ theinformation.com/articles/…
Weng retweeted
Momentum, value, venture, growth... labels don’t matter. investment style is a psychological construct - flexibility and creativity generates outsized returns (cc Silver Lake and Sixth Street). seanfanning.substack.com/p/l…
Weng retweeted
Super interesting that $WORK is just now starting “solution selling”. This is enterprise sales 101 that most (CRM, NOW, SAP) have mastered. Shows how early Slack GTM is and theyve gotten this far on brand value
This will also unlock deeper workflows + use cases in Sales, IT, etc
