@Jakewk

Focus: how new tech creates real value. Posts my own. #Tokenomics #Cloud #FinOps #CloudOps

Joined December 2008
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  • Followers3.6K
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How it feels at work these days
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Ok I get @sfcompute now.
Dylan Page
@Gen_PageOct 26
Replying to @davidpco
Close. We’re not an exchange operator. We operate a physically settled forwards market. We physically verify and validate the compute provided through the market platform we built. We have the engineering prowess to burn in and validation the physical GPUs, not just broker them to another without knowing the state of the hardware.
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What does guppy level mean?
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The interesting thing about the current state of AI is the level of “Bubble Wariness” seems much higher than other previous bubbles. Most market participants have been through at least one and there is a lot of rationale discussion of bubble dynamics.
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This is a good thing given the much larger financing concentration. The center of this market involves two labs that are arguing they’re trillion $ companies with other mkt players at 10’s & 100’s of billions.
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The realities of big company strategic integration are rarely pretty. An unflinching account of the integration of Slack into Salesforce.
Johnny Rodgers
@johnnyrodgersisOct 23
Latest (and probably penultimate) Building Slack post is up: buildingslack.com/salesforce… What it's like being eaten by the whale

Salesforce – Part Two

I needed a keyboard.  I stood at my reserved desk on the 7th floor of Salesforce’s tower in Vancouver around 9am. There were a pair of monitors mounted to the desk, a power strip, and a chair. Even a...

buildingslack.com
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Of course they can. They’ve read the freaking manual. In fact, they’ve read all of them. And the docs. And the user forums. And the bug repos and the CVEs. They’ve read everything, everywhere, all at once. And boy howdy can they can synthesize!
unusual_whales
@unusual_whalesOct 23
OpenAI CEO Sam Altman: "I don't even know a dramatic enough word to use… models can find bugs that are outside of the normal threat model of what we think a hacker can do… hardware-level, insane stuff… I no longer think we're gonna be able to just patch all the bugs."
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Rereading Neuromancer and the analogies to what is going on with AI right now really jump off the page. Hosaka AI being unclear if it’s sentient…rogue AIs infiltrating corporations. Wild.
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Neuromancer is such a disconcertingly fragmented read that I use ChatGPT to help me piece together the story and it made a remarkable observation about a two streets mentioned in the story:
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I can’t believe “Neuromancer” series will debut just after we opened a new era of permanent cyberspace attacks of millions of AI swarms on sinister multinational corporations.
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someone should do a retrospective on IT decision maker surveys on cloud migration and spend forecasts from 2010-2015. i think you'd learn to take practitioner views with a grain of salt, especially during platform shifts. it's hard to see the future from the inside
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Replying to @MTSlive
okay that's enough cyberpunk future for now
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“Mega deals of $100M or more captured 87.5% of the $412.7B deployed in the first half of 2026” 🤔
Jake
@iamjakestreamOct 21

On Risk

Article · @iamjakestream
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It's interesting to see the dataclouds ($SNOW Databricks) running the old Oracle $ORCL play of moving up the stack and owning the applications that sit on top of the data infra.
Gregg Johnson
@gregg_johnsonOct 20
Replying to @gregg_johnson
4) But the market is definitely consolidating. CRM + CDP + engagement platforms + data warehouses are all colliding, see the @databricks announcement of a CDP + light orchestration layer, I expect @Snowflake will do something similar soon.
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Liked this from Jefferies on AI.
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Jake K retweeted
ian brash
@iansbrashOct 19
Being non-technical in San Francisco must feel like divine retribution At least Fitness SF knows their customer base
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AImmunology kicking in.
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Let’s go Brewers! Nicely done.
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I did not have a Facebook + Apple pairing pushing AI forward on my 2026 bingo card but here we are.
Mark Zuckerberg
@finkdOct 15
Muse Spark Open -- weights releasing today -- runs great on new Mac Studios thanks to work with @johnternus and Apple.
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Neocloud Red Wedding Day today?
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