Dunno. Maybe like saying Microsoft is just a thin wrapper on TSMC. $NVDA IP (like $MSFT IP) is of great value.
Anshu Sharma 🌶@anshublog
@mattturck “NVIDIA is just a thin wrapper on TSMC.”
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Dennis Moore
38.7K posts
Dennis Moore
@dbmoore
Enterprise solutions, startup news, and some thoughts. These words are my own & do not represent my employer's views.
शामिल हुए Nisan 2007
93 फ़ॉलोइंग4.1K फ़ॉलोवर्स
Dennis Moore रीट्वीट किया
This post is 15 years old and still true as ever today.
Interest Misalignments in Silicon Valley Startups kellblog.com/2011/06/08/int…
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I remember watching the Apollo missions as a very young child. That was so amazing & inspiring. Now watching the astronauts leave the capsule, it brings back memories & feelings of pride for America, for engineers, & for dreamers. Congrats @NASA @NASAArtemis and crewmembers
NASA@NASA
Welcome home Reid, Victor, Christina, and Jeremy! 🫶 The Artemis II astronauts have splashed down at 8:07pm ET (0007 UTC April 11), bringing their historic 10-day mission around the Moon to an end.
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I want to thank @CatGrieves, music supervisor on @WillTrentABC for finding such an incredible, eclectic, emotional collection of music to set the mood and introduce us to phenomenal, sometimes obscure, amazing music.
what-song.com/Tvshow/102520/…
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The return of #EnSW "Digital Access" charges. @AnthropicAI @ClaudeAI now charging extra for use of @OpenClaw @OpenClawX and other front ends (harnesses).
finance.yahoo.com/sectors/techno…
@OpenSource @OpenAI #AI
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We're going around the Moon. Come watch with us. Artemis II's four-astronaut crew is lifting off from @NASAKennedy on an approximately 10-day mission that will bring us closer to living on the Moon and Mars. The launch window opens at 6:24pm ET (2224 UTC). twitter.com/i/broadcasts/1…
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In particular, I like the last two:
Americans must benefit from #AI-driven growth
The federal government must establish a federal AI policy framework to protect American rights, support innovation, and prevent a fragmented patchwork of state regulations
whitehouse.gov/wp-content/upl…
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#AI won't kill #SaaS. SaaS systems become the data, auth, & "tools" (services) layers for those portions of the work that can be handled by AI agents, including (& especially) those from the SaaS vendors. This is a great case study for this from @SaaStr
x.com/jasonlk/status…
Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk
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We need about two more storms in California before the end of March to get above the median historical rainfall. No drought anywhere in state, and reservoirs are looking good (although we need a few more!).
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Plus almost never been breached (for real).
Plus support for all compliance regimes worldwide.
Plus you can turn it on "tomorrow" (aspirationally).
Plus adding new feature doesn't break everything else.
Plus documentation, training, people already know how to use it.
#EnSW
Anshu Sharma 🌶@anshublog
SaaS is dead. Just vibe code that app.
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I don't know if human intelligence is the only model to achieve general intelligence, but imagine giving birth to a child, teaching them to read, and then letting them educate themself by reading Reddit, 4chan, BlueSky, and X.
#AGI #AI
Dave Kellogg@Kellblog
Gary Marcus excerpt
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No matter what you call it- Clawdbot, Moltbot, or @OpenClaw -it's still very dangerous. And also very interesting.
cnet.com/tech/services-…
#Cybersecurity #AI #CUA #DigitalWorker #Identity
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From personal experience, that only works if you can't do without the vendors' products.
Dave Kellogg@Kellblog
@dbmoore Yes, but something about blood and stones comes to mind when it comes to future collections from OpenAI.
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#SaaS growth rates have declined every single Q since the 2021 peak.
This isn’t new. The #AI crash narrative just gave the market permission to finally re-rate what the numbers have been screaming for 3 years.
saastr.com/the-2026-saas-…
$CRM $SNOW @Salesforce @ServiceNow @SaaStr
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