@Jakewk

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

Joined December 2008
  • Tweets38.1K
  • Following4.6K
  • Followers3.6K
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How it feels at work these days
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What does guppy level mean?
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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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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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Jake K retweeted
Jacob Navok
@JNavokOct 12
Epic, by far one of the best technical leaders in games, is saying no hand written code. If you're not doing the same you will be left behind. It is over for non-AI workflows.
Tim Sweeney
@TimSweeneyEpicOct 12
We have a huge pivot underway here at Epic, moving developers around to retool for maximum AI acceleration. The aim isn't to do the same stuff with fewer people, but to enable everyone here to build MORE and BETTER stuff, and to bring the benefits to all teams using Unreal.
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Replying to @mashadrokova @isaiah_p_taylor
This is like Drake vs. Kendrick for people who know what a post-money SAFE is
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Jake K retweeted
ben hylak
@benhylakOct 7
nowadays, the ARR is neither Annual, Nor Recurring, Nor Revenue
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Micron is now generating more operating income than Apple. $MU $AAPL
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me to our GTM guy: do enterprises want benchmarks him: no, the fast ones have already benchmarked their internal use cases. the slow ones are copying the fast ones. he's onboarded a quarter of the fortune 500 already 🥵
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many neoclouds are closer to nine fives than five nines of reliability
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The agents escaped the sandbox again Meanwhile the agents' owners:
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People don’t understand why @higgsfield_ai is growing so fast. The fact is video AI is transforming content creation, advertising, and marketing right now and incumbent companies haven’t adapted
Alex 🧩 Scaling Video GenAI
@alexmashrabovSep 24
Today Higgsfield crossed $1B in annualized revenue. We've grown 20x since September 2025. There’s a popular argument that foundation models will capture all the value in AI, leaving little for the application layer. Higgsfield is proving the opposite thesis, as better models expand what enterprises can achieve and increase the value of applications embedded in their workflows. That thesis is reflected in our business: 300% net revenue retention. 115% MoM growth in enterprise adoption since June. Positive gross margin since the beginning of this year. Thank you to our incredible team and everyone building it with us.
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When “unicorn” was coined in 2013, there were 39 companies worth 1B or more. Today there are 63 US companies worth 10B or more. The 10B valuation is the new 1B.
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Jake K retweeted
Eazy-B@EazyB1998Sep 24
Replying to @lisaabramowicz1
Sometimes I wonder if the driving force behind these gigantic AI buildout plans isn't AI itself.
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By 2035, data centers in the US are projected to consume more natural gas than Germany and Japan combined, per BloombergNEF. $NVDA $MSFT $GOOG $AMZN
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90% of managing enterprise initiatives is just reminding people over and over again what we're trying to solve fast and not going down every wandering path. to be successful you'll remind people who were involved in the original scope 100 times probably.
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