Jake Kaldenbaugh
37.5K posts
Jake Kaldenbaugh
@Jakewk
Strategic CorpDev @DoiTInt. Chronically curious about how new tech creates real value. Posts my own. #Cloud #FinOps #CloudOps
Silicon Valley, CA Katılım Aralık 2008
4.3K Takip Edilen3.6K Takipçiler
How many VC funds have $1 of DPI?
And how many have 1x DPI?
Damn this thing takes forever.
GIF
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Microsoft has lost $700 billion in market cap in 2026.
Deutsch
Tomas backs into the required growth for AI by looking at hyperscaler capex and depreciation schedules. Need at least 8X from here by his math.
Tomasz Tunguz@ttunguz
For every dollar hyperscalers earn from AI today, they’re spending twelve dollars to build more capacity. That’s the bet embedded in $575 billion of capital expenditure this year. How fast does AI revenue need to grow to pay back this data center mortgage?
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@jainarvind Agreed. The two main issues with MCP (auth & token use) are imminently solvable.
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MCP isn’t dead – it was just pointed at the wrong problem.
On your laptop, CLIs and ad-hoc wrappers win. But at company scale, you need central auth, shared telemetry, and one integration surface for every AI host, and that’s exactly where remote MCP servers start to shine.
Tony Gentilcore@tonygentilcore
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Wait. Did everyone else miss this? Bed, Bath & Beyond bought Token.com to create a real assets tokenization platform?!? @marcuslemonis what are you up to?
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PE needs AI to work and may lead out the deployment of it.
illiquid@lefttailguy
With all the PE-AI lab joint ventures being announced. Shifting distribution dynamics become even more important to think about. In October, I wrote that distribution was going to move 1) to the agent/platform layer and/or 2) to the ownership layer via transformation firms and PE. I think that’s largely playing out. 1) with Anthropic marketplace, “agent led growth”, etc. 2) with the recent OpenAI and Anthropic PE joint venture announcements.
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nVidia sits in the center of the largest technology ecosystem. They are the new integration layer.
Sarbjeet Johal@sarbjeetjohal
Jensen Huang, @Nvidia CEO illustrates the use of Nvidia GPUs using @IBMwatsonx as an example during #GTC26 keynote. Then a Jensen moved to @DellTech, @GoogleCloud, @awscloud, @Azure… #GTC #GTC26 #NvidiaGTC #GTC2026 @furrier @nvidia @NVIDIAGTC @NVIDIAAI @NVIDIAAIDev @IBM @ArvindKrishna
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@hyperindexed Do you all have or build a knowledge graph and how does your concept of ontology tie into that?
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Palantir's Ontology is not a thin "semantic layer."
It's a system that consists of a language, engine, and toolchain ; which integrates data, logic, action, and security
{L,E,T} x {D,L,A,S}
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Interesting representation of Palantir’s ontology.
Akshay Krishnaswamy@hyperindexed
Palantir's Ontology is not a thin "semantic layer." It's a system that consists of a language, engine, and toolchain ; which integrates data, logic, action, and security {L,E,T} x {D,L,A,S}
English
BIG12 twitter arguing about tournament locations and not talking about the fact that the semis might be better matchups than whatever we get in the Final Four 😔
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If you missed @ArizonaMBB v @CycloneMBB, you just missed the game of the year. The level of competition in the #Big12 is better than the NBA right now. I said it and I stand by it.
Arizona Basketball@ArizonaMBB
THE CLOSER
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The day Replit announced a $9B raise.
Exec Sum@exec_sum
BREAKING: Cursor is in talks with investors for a funding round at a $50B valuation This would be nearly double the valuation it secured in November
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If Jedd Fisch earns $7.5 million a year as UW coach, then under the new Democrat state millionaire tax, he has to pay an extra $750,000 a year in taxes? This is horrific.
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@kwharrison13 Lots of venture cosplay going on. Hope it gets rung out of the market soon.
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Venture capital isn't getting poisoned by big firms deploying big dollars. Some of the biggest firms house some of the best investors playing the game today.
Instead, its the dummies who look at the big firms and think "I'm playing the same game" and just let it rip...
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Arizona State in first half vs Iowa State:
16 Points
15 Turnovers
0-10 3PT
7-22 FGM
3 Technical Fouls
1 Flagrant Foul
Largest halftime deficit in Big 12 Tournament HISTORY.
One of the worst halves of all time 👏
Kevin Thomas@KevoPosts
Arizona State in first 16 mins vs Iowa State: 10 points 13 turnovers
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@ThomasOrTK @wiz_io Congratulations to the team. Now the real work begins.
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Today, we announced that Google has completed its acquisition of @wiz_io. Together, we’ll provide customers with a comprehensive platform to secure their cloud and hybrid environments. Coupled with our Google Unified Security platform, we will help accelerate the adoption of multicloud cybersecurity, the use of multicloud environments, and drive innovation and growth in cloud computing.
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I’ve been in favor of functional anthropomorphism using AI (they work best if you treat working with AI like working with a person), but I am starting to wonder if OpenClaw takes it too far by basically forcing you to treat the AI as a person that shares channels with real people
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