Dan O’Brien

@ClementDelangue @huggingface $NVDA has the most to gain by building a flourishing AI ecosystem

Nvidia just crossed Google as the biggest org on @huggingface with 3,881 team members on the hub. I'm officially calling it: Nvidia is the new American king of open-source AI!

@MattKimball_MIS @Delta @AmericanAir Delta or JetBlue when traveling to/from Boston, as a Bostonian I gave up on AmericanAir a few years ago

On my way to Boston for a customer event and decided to give @Delta a try. As an @AmericanAir customer with status , curious to compare and contrast. First - no status sucks. No joke. Holy normie. Yeah - I know this is pathetic - but true. Second - plane more comfortable - even in the cheap seats. Third - no wondering 24 hours in advance if/when my flight would be delayed - and for how long. Fourth - if there was some way to transfer status…

With all the capital being poured into AI, it’s a real shame that no one has put up the funds for a Silicon Valley reboot focused on the GenAI era. Near guaranteed to be a better investment than half the vibe-coded “apps” or GPU REITs floating around there. The tech industry is at its best when it can laugh at itself a little bit, and there is so much untapped comedy fodder out there going to waste day to day.

@Broadcom with another very clean beat/beat/raise, as they continue to set the standard for consistent execution and returning capital to shareholders, with another $10B in buybacks authorized. Semiconductor results and guidance show that the top buyers of AI hardware see custom silicon as a key part of their AI compute mix and that Broadcom remains the partner of choice for top hyperscalers and frontier AI labs. $AVGO

This is a great win for CoreWeave and indicative of exactly the type of AI-native application that the company wants to build around as they expand their customer footprint beyond the frontier labs. This win should also alleviate some investor concerns about the useful life of its GPUs, as the inference counterweight to training workloads ensures strong lifecycle ROI on GPU investments. @CoreWeave @perplexity_ai

A recurring theme from this week’s meetings: Founders have massively unlocked engineering speed. Now the org has to keep up. Product compounds weekly. Marketing updates nonstop. Sales is still absorbing last week’s release. This isn’t instability. It’s acceleration. Need to pick your battles and prioritize. Velocity is no longer a code problem. It’s an org design problem

@danielnewmanUV Get recursive, start meta-prompting, it’s a wild time to be alive

AI works better if you prompt the AI for the master prompt. For instance, before I build in Perplexity Compute I work with Opus on the master prompt to ensure I design the prompt for best results. Doing this has exponentially improved AI performance. Try it. Epic improvement. 💪🏻🔥🚀

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Massive overreaction. $CRWV is accelerating CAPEX to capture new and existing client demand. Market is underestimating long term revenue potential and significance of $NVDA partnership IMO.

@ShanuMathew93 This is why edge AI is one of the biggest threats to the datacenter build out. On device inference, and activating the highly distributed, low utilization compute that sits idle the majority of everyday would take a good bite out of build plans for the next several years

This same point hit on by Gavin and Citadel Securities. It's a good one. Gavin: "The world is fundamentally short both watts and wafers and it may take years to resolve these shortages.  The shortage of watts and wafers may prevent an overbuild - hyperscalers would overbuild if they could, but they simply cannot... My best guess is that we would need roughly 1000x more compute for the unlikely hypothetical scenario described by Citrini to be remotely possible and the time it takes us to get there will give humans time to adjust and maximize the many potential benefits of AI." Citadel: "Displacing white collar work would require orders of magnitude more compute intensity than the current level utilization. If automation expands rapidly, demand for compute definitionally rises, pushing up its marginal cost. If the marginal cost of compute rises above the marginal cost of human labor for certain tasks, substitution will not occur, creating a natural economic boundary. This dynamic contrasts sharply with narratives assuming frictionless replication of intelligence. Even if algorithms improve recursively, economic deployment remains bounded by physical capital, energy availability, regulatory approvals, and organizational change. Recursive capability does not imply recursive adoption."

@jukan05 The market set up couldn’t be better for Samsung to shine, memory, foundry, packaging, capacity wins in a shortage

[Exclusive] "Responding Faster to the Semiconductor Supercycle"... Samsung Electronics' Pyeongtaek Campus Also in 'Speed Mode' Buoyed by semiconductor supercycle expectations, target price upgrades, and National Growth Fund support, Samsung Electronics is accelerating its investments. In particular, the Pyeongtaek Campus P4, P5, and P6 fabs are progressing faster than originally planned, taking on the character of an all-out sprint. The convergence of an industry upturn and policy funding is lending significant momentum to these mega-scale semiconductor investment projects. Samsung Pyeongtaek P5: Preempting the Supercycle According to investment industry sources on the 27th, Fab 6 (P6) is understood to have a first temporary occupancy permit scheduled for May 2029. A temporary occupancy permit marks the stage at which equipment move-in and trial operations become possible — effectively the start of the countdown to fab activation. Typically, cleanroom interior finishing and equipment setup have taken roughly one year per line, but the recent trend is toward drastically compressed timelines. Sources say Samsung Electronics, as the commissioning party, is pressing hard for schedule acceleration, placing growing strain on contractors. The possibility of workforce expansion and overnight shifts is even being discussed. A source familiar with local conditions said: "Because the client's demand for schedule compression is so intense, contractors are reviewing options such as adding headcount and expanding weekend shift rotations." Fab 5 (P5) has also seen notably accelerated progress. Column installation, originally scheduled for early April, reportedly began in early this month — roughly two months ahead of schedule. At the P6 site, demolition of the existing logistics warehouse (CDC) has also been moved up from the original plan, and workforce deployment timing has been brought forward as well. The source said: "The P6 CDC was originally supposed to be demolished in May before handing over the site, but the schedule was pulled forward so that personnel will be deployed to the site starting next month." Fab 4 (P4), which has already entered the operational phase, has Phase 1 in operation, while Phase 3 is reported to have largely completed equipment move-in and setup. An investment industry source commented: "Given that yield stabilization typically takes about a year after equipment setup due to the nature of semiconductor processes, some lines appear to be effectively approaching mass production." On the eastern side of the P5 site, an office building (Office Building 5) was originally planned, but the plan has been changed to the construction of a data center. This is interpreted as an infrastructure investment aimed at advancing semiconductor design automation and process optimization. Data centers are considered core facilities for realizing unmanned, autonomous fab operations. An industry source said: "Overall, the trend is toward compressing schedules after they've been set. While this is still at a pre-disclosure stage, judging from the design work and on-site progress, it's reasonable to view P6 as also moving into full-scale development." National Growth Fund Support to Enable Early P5 Activation Meanwhile, Samsung Electronics' Pyeongtaek P5 has been selected as the first mega-project under the National Growth Fund and will receive KRW 2.5 trillion in low-interest loans. Pyeongtaek P5 is a large-scale semiconductor investment with total spending exceeding KRW 60 trillion. Of the KRW 8.8 trillion in first-phase capex, KRW 6.3 trillion will be self-funded by the company, while the remaining KRW 2.5 trillion will be supplied through KRW 2 trillion from the Advanced Strategic Industries Fund (at government bond-level interest rates) and KRW 500 billion from five major commercial banks (at rates in the 3% range), each with five-year maturities. With this financial support, Samsung Electronics plans to bring forward the equipment activation timeline from 2030 to 2028 and strengthen its competitiveness in next-generation High Bandwidth Memory (HBM) and AI semiconductor foundry services. The Financial Services Commission noted: "Unlike typical semiconductor fabs recently built with two floors, the P5 fab is being constructed as a three-story structure, which will enable more efficient expansion of semiconductor production capacity." In particular, Samsung Electronics has also agreed to establish a KRW 200 billion special guarantee program in partnership with the Korea Credit Guarantee Fund, and to pilot domestic equipment at the Pyeongtaek P5 process line — expanding its co-prosperity model with materials, parts, and equipment (MPE) companies. Street expectations are also rising. Global investment bank Macquarie raised its target price from KRW 240,000 to KRW 340,000 in just one month. Macquarie stated: "Commodity DRAM and NAND prices are expected to double in Q1 2026," forecasting that memory semiconductor price momentum will persist throughout the year. Macquarie observed that Samsung Electronics stands to be the biggest beneficiary of the upcycle through its Pyeongtaek P4 and P5 lines. It added: "The company appears to be carefully allocating shipment volumes considering customers' inventory levels and its role within the technology ecosystem," and assessed that "Samsung Electronics is the only company capable of smoothly ramping new fabs over the next three years."

@jukan05 I think the other stories mean it’s just an AND play, not zero sum

Everyone, how do you handle situations where industry research shows the complete opposite of what the executives are claiming? Meta’s MTIA is exactly this kind of case… The leadership keeps emphasizing over and over that MTIA is doing fine, but the stories coming out are clearly not matching that, right?

Really solid results from $SNOW, one of the easier software companies to get behind given their role in the data ➡️ AI pipeline

I am excited to announce the launch of the Signal report for @TheFuturumGroup, focused on CCaaS Platforms. Signal incorporates both the public-facing messaging and in-depth analyst insights resulting in a holistic evaluation of a vendor's current and future market position.

@markgadala @inafried Now imagine Amazon bought iRobot…

This story is actually insane: • dude drops $2000 on a DJI robot vacuum like a lunatic • refuses to use the normal app like a peasant • Sammy Azdoufal fires up Claude to crack the API so he can drive it with an xbox controller • Claude delivers the goods • pulls an auth token from their servers, connects successfully • except the system thinks he controls 7000 vacuums • checks again • yep, seven thousand • DJI built authentication with zero device ownership verification • any valid token works for any unit on the planet • Sammy now has eyes inside homes across 24 countries • live vacuum camera feeds everywhere • full floor plans from the mapping data • some guy in germany eating cereal at 3am, unaware his roomba is snitching • one API call away from being the most informed burglar in history • all he wanted was to steer his vacuum with a joystick • does the right thing and reports it • DJI fixes it in two days • back to normal life with his stupidly expensive floor cleaner • IoT companies stay undefeated at shipping garbage security

If this doesn’t make you smile, I’m not sure we can be friends

@zephyr_z9 More testing and binning…

I have a feeling that Jensen will present the 2.3kW (or more) TDP Rubin as a new chip with the higher spec HBM from Samsung, while the 1.7-1.8 kW TDP Rubin will be the standard chip

@EricJhonsa One of my top ideas, I think they do well on the CoWoS to CoPoS transition, especially the initial capacity build out.

$ONTO said on its call its backlog nearly doubled over the last 3 months and that it struck a $240M+ deal with an HBM client that covers shipments through 2027. It's a good time to be selling semicap tools for HBM/advanced packaging.

there's been an update