Alex Teha

@PythiaR ive always loved this quote

At the top, time horizons extend to infinity At the bottom, they compress to days

AI is helping developers write code faster than ever. The queue for code reviews hasn't kept up. GitLab Agentic Code Review is now available at a flat cost of $0.25 per review, automatically reviewing merge requests across all groups and projects with full repository, pipeline, and security policy context. Every organization can enable it on every change. Learn more: about.gitlab.com/blog/code-revi…

Consumer Staples are hitting new 6-week lows today relative to the S&P500. That's not something I'd expect to see if the stock market was about to collapse.

@SawyerMerritt $NVTS

Nvidia CEO Jensen Huang in new interview on orbital datacenters: "The challenge of course is that cooling, you can't take advantage of conduction and convection, so you can only use radiation, and radiation requires very large surfaces, but that's not an impossible things to solve. There's a lot of space in space. We're going to go explore it. We're already radiation hardened. We have Cuda in satellites around the world. In the meantime, we're going to explore what is the architecture of datacenters look like in space. It'll take years, but that's ok. I got time." via @theallinpod

Amazon's Trainium 3 rumors clash with supplier optimism Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly showed performance falling short of expectations. Yet suppliers involved in the chip's components say they have received no such notice and continue to prepare for a rapid ramp-up in production beginning in the second quarter of 2026. A rising tide for AI ASICs Custom AI chips designed for specific workloads — known as application-specific integrated circuits, or ASICs — are expected to be one of the main drivers of growth in the AI server market this year. Trainium 3, developed by Amazon's cloud unit Amazon Web Services, is widely viewed as a key product in that push, especially after Google introduced its seventh-generation Tensor Processing Unit late in 2025. Recent industry chatter has suggested that Trainium 3 may generate AI tokens at a higher cost than competing chips. According to these reports, Amazon could trim shipments of Trainium 3 while boosting demand for an interim chip known as Trainium 2.5, and accelerate development of the next-generation Trainium 4. Trainium 4 had originally been expected to begin limited production in late 2027, with larger-scale output in 2028. Supply chain intact, ramp on track Companies involved in Amazon's ASIC server supply chain include Taiwan-based system assembler Wiwynn, networking equipment provider Accton Technology, cooling specialists Asia Vital and Cooler Master, thermal module maker Microloops, server rail manufacturer King Slide Works, power supplier Delta Electronics, and connector maker BizLink Holding. Executives within the supply chain say they have not been informed of any plan to cut Trainium 3 shipments or raise orders for Trainium 2.5. Instead, preparations are underway for a strong production ramp beginning in the second quarter of 2026, with the chip expected to become a key growth driver in the second half of the year. Wiwynn recently told investors that shipments of AI servers would rise significantly in the latter half of 2026, with ASIC-based systems leading the increase. Cooling manufacturers are also counting on the shift. Auras Technology said servers using ASIC accelerators accounted for roughly 20% to 30% of its revenue in 2025, but shipments are expected to accelerate sharply starting in the second half of 2026. By 2027, Auras said, ASIC servers could generate more revenue than those based on graphics processors. Jassy bullish on Trainium's trajectory Amazon executives, meanwhile, have publicly expressed confidence in demand for the new chip. During a recent earnings call, Chief Executive Andy Jassy said Trainium 3 would deliver about 40% better price-performance than its predecessor, Trainium 2, and that customer interest was strong. By around the middle of 2026, he said, nearly all available supply is expected to be reserved. Jassy added that development of Trainium 4 — expected to debut around 2027 — is already underway and drawing significant attention from customers. Discussions have even begun about a future Trainium 5. Combined with Amazon's in-house server processor, AWS Graviton, the company's custom chip business already represents a market exceeding US$10 billion in annual revenue, he said, and is still in its early stages. ASIC shipments closing the gap on GPUs According to estimates by DIGITIMES Research, shipments of high-end AI ASIC accelerators are projected to reach 5.13 million units in 2025 and 7.23 million in 2026. That remains below shipments of high-end graphics-processing accelerators — projected at 6.52 million and 7.99 million units in those years, respectively. But ASIC chips are expanding far faster. Shipments of AI ASIC accelerators are expected to grow more than 40% annually in both 2025 and 2026, compared with growth of just over 20% for GPU accelerators. As a result, while GPU-based servers still dominate the market, their shipment growth rate is slowing — from 29.6% in 2025 to an expected 22.6% in 2026. DIGITIMES Research projects that faster growth in high-end AI ASIC shipments will be a major force driving the next phase of expansion in the global AI server supply chain.

@JakeMRuth do you use the product?

I have officially opened a small long position in $GTLB True pick & shovel play for AI/agentic coding I believe this is wrongly sold off in SaaSpocolypse Prime takeover target (Datadog rumored to be in acquisition talks last year) No debt. Turning profitable. Big moat.

In @TheFP, Iranian icon Googoosh writes: “Under the transitional leadership of Prince Reza Pahlavi, the son of the late shah, whose name was called en masse in the streets of Iran, the country will move toward free elections”

Legendary Iranian singer Googoosh says she sees Prince @PahlaviReza as the leader to transform Iran from a pariah to a nation where "singing and dancing will no longer be crimes...We will see a thriving cultural renaissance." Read her @TheFP article: thefp.com/p/googoosh-ira…

@OfficialLoganK Buy $GTLB and accelerate compliance please !

The bottleneck has so quickly moved from code generation to code review that it is actually a bit jarring. None of the current systems / norms are setup for this world yet.

@midwit_capital @boomorbust109 you mean mid 2026... if by June Duo has 0 evidence of traction. It's hot garbage.

@boomorbust109 By the end of 2027 we know for sure I think.

Probably nothing. $GTLB

@chamath SPAC it and keep shares for 5min.

Our cracked team just used Software Factory to rebuild and replace Jira in a little more than a month. We first spent 3.5 weeks planning. This is Software Factory’s superpower. It allowed our lead PM, Designer and Architect to thoughtfully describe and detail exactly what they wanted. Software Factory then did the heavy lifting in filling in the blanks and allowing our senior tech folks to sharpen the direction of what they wanted. Then in 2.5 weeks 2.5 junior devs built a replacement. This will launch as an updated Planner module inside of Software Factory on Tuesday. It’s beautiful, clean and super useful. Try it here: 8090.ai

@gitlab this is depressing ... cmon. Get real humans on your social, let your engineers speak about their work. This is where AI devs hang... This isn't 2015. No one speaks corporate anymore.

How have you up-leveled your workflow this year? 👇

Need to learn from the Gemini/Claude/OpenAI team and start working with the AI community on X. They're in a massive feedback look with eachother and iterating. None of your team is taking advantage of this free flywheel. Just look at how @OfficialLoganK turned around Gemini public appearance in 6 months.

GitLab Duo Agent Platform is now available in the @Claudeai Marketplace. Organizations can now use their existing Anthropic commitment to purchase GitLab and orchestrate agentic AI across the entire software lifecycle, while maintaining enterprise-grade security, quality, and governance.

@boomorbust109 @JarvisFlow this is a very cool platform! Will take a look!

@JarvisFlow @AlexTeha Sold bullish flow. Who sells puts 2 years out though? Must be some sort of buyout in the works…

$GTLB This is HUGE Total $31mm worth of puts being sold for Jan 2027 and 2028

@JarvisFlow These are the GTLB jan 2027 puts.... how can you tell they are being sold here? I just see asks getting hit.

@AlexTeha no idea what you looking at

@JarvisFlow Option volume maybe, but $ amount on different strikes: $33M spent on buying Jan 2027 puts... $23M spent on selling 2028 puts...

@AlexTeha well tiny compared the the sold stuff I won't even count them

@P_Remarks haha

if it is put selling then theyre willing to be assigned $60M worth of GTLB at $27.5 in 2028 but hugely bearish short erm giving themselves a year to sell the 2027s at a profit and possibly fund part of the 2028s.... or just absorb the premium if it gets acquired to fund the bearish short term bet. I think. I'm not smart enough for this.

@AlexTeha They gotta be sells, Alex. I’ll try and do some more digging

The put accumulation on Jan 27 strikes for $GTLB today is quite noticeable. Are they front running a Claude announcement? Who the heck buys this many ITM puts after a 85% crash in the stock unless they know something and expect total collapse of thesis. Or Pure degeneracy gambling.