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
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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/XmJzDA25p5modest proposal @modestproposal1
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718 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.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
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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
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100K Followers 808 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSffPrepared Remarks @Rebrand_As_Y
19K Followers 924 FollowingOphir Gottlieb @OphirGottlieb
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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…