jijo
2.1K posts
jijo
@Jimbread0
Opinionated. Not investment advice.
The Internet Katılım Mart 2010
885 Takip Edilen304 Takipçiler
@ResearchQf But my general thinking is that AI play isn't just the model creators (Goog and Microsoft), nor is it just chips, but it's the rest of the infra stack. Engs at gpt or gemini would have good insight into this.
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@ResearchQf rather lucrative. But there's difference portions of the stack for AI. For example, a database layer, cloud layer.
Each layer will likely have differing levels of benefits and usage for LLMs. /2
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1) Two on $DDOG and AI data SW space.
Strong Dec Q. Guide conservative. Based mostly on current deferreds, billings were $723M or grew 35% Y/Y (vs rev up 26% Y/Y) and accelerated despite larger #'s.
Jan bookings bounce was atypically strong. Prob not bad for $SNOW $MDB that ...
QF Research@ResearchQf
1) $SNOW Q ended Apr and its call was late May. $DDOG reported its Mar Q early May. What difference does 1M make? Could be significant. DDOG's linearity was such that late Apr and May were weak. Then Jun improved. Jul improved more. SNOW had almost 1M more data before its ...
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@ResearchQf Thank you for this!
Out of all AI SW Data companies, which do you think will benefit the most from the growth in AI?
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3) customers, suppliers to competitors are talking about "far larger" opportunities. Makes sense.
Only some began pilots and very few have started production and consumption.
Then multiply by images, high res video, 3D, and next gen models/applications.
twitter.com/ResearchQf/sta…
QF Research@ResearchQf
2) based on baby steps of native AI data creation & consumption? Do back-of-envelopes. Not text but images & 2D video. Uncompressed video (some industrial apps will need that) will blow your mind. 3D world data is crazier. Might even be on Vision Pro 4+. twitter.com/ResearchQf/sta…
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Out of this whole openAI drama, the people i feel for the most are the employees who were about to (but likely not anymore) get bought out, and now their ownership valuation just got cut in half since Sam left. Joining $MSFT is an L for their equity too.
#openai #SamAltman
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jijo retweetledi
🚨BlackRock has just confirmed to me that this is false. Their application is still under review.
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It’s very simple. Sec will reject Blackrock’s etf. Etf track record matters, yes. But most of their filings are for regular stuff like thematic etfs, or bond etfs.
While blackrock WOULD BE the one that would bring this over the finish line, I’m pretty sure the timing is just off
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jijo retweetledi
If @AlgoFoundation and @StaciW_DC publish a full audit of wages, expenses, bonus's, spending of the tokens they dumped on community over the last 3 years I will keep $OPUL on @Algorand.
Love the community, love the tech, hate grifters...
kael.hl@0xCalcium
According to former foundation employees, nope! The latest transparency reports removed the “staff costs” line item, making employee compensation more nebulous. From past transparency reports, the average annual spending seems to be about $40M in staffing costs for about 60 employees, amounting to roughly $600k/ person. This is not counting board compensation. This number may change due to recent layoffs, but I haven’t heard anything about salary cuts. Really we don’t hear much at all 😛
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jijo retweetledi
@ceoleeparsons @AlgoFoundation @StaciW_DC @Algorand Unfortunately, there is a lot more than only this…
I have a lot of information… that is really really not good!
For now, our 3 companies are done and out of Algorand, including Aorist
I am allergic to conflict, yet if a case opens up I would be happy to contribute knowledge
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Did everyone really copy paste blackrock’s etf filing 💀
Eric Balchunas@EricBalchunas
MORE: Fidelity, WisdomTree, VanEck and Invesco/Galaxy have all re-filed their spot bitcoin ETF applications, naming Coinbase as the exchange. Nothing from BlackRock or ARK yet.
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Ok so which exchange would they name? Coinbase? But $COIN is also their custody partner. Per the SEC lawsuit, you can’t act as both an exchange and custodian. Ok, then Binance? Lol nope. And the rest are too small.
Eric Balchunas@EricBalchunas
You have to wonder if the SEC thought all crypto exchanges were not of sufficient size or too shady it could have just told them to all go f off, either now or when decision due? But instead it is asking them to name the exchange and provide details of these SSAs.
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jijo retweetledi
