Junaid Ackroyd
572 posts
Junaid Ackroyd
@JunaidAckroyd
Weaving Work @workweave (YC W25)
San Francisco, CA Katılım Ekim 2022
477 Takip Edilen549 Takipçiler
Hiring Software Engineers. 150-250k base + equity. Willing to sponsor + provide relocation assistance. Comment and send me a dm so I can reach out to you!
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San Diego is TRULY the hidden gem of America.
Being from LA, people from other places always ask me what to do when they go to LA… I often tell them “just go to San Diego instead”
Beautiful women, elite vibes, perfect weather… hard to beat.
Murray Hill Guy@MurrayHillGuy1
San Diego (first time ever) field report: People here are way more fit and somehow don’t make it their entire personality like NYC Tacos on every corner, all have a line Everyone’s outside… running, lifting, surfing, doing something. Very active Girls are effortlessly hot, not trying nearly as hard No one is in a rush, but everything still gets done Perfect weather is just… normal here. Cali vibes are real, packed day today
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From a New Jersey garage to the fastest cloud platform in history to reach $5 billion in annual revenue, this is what building for the AI era looks like.
Read our first ever shareholder letter: hubs.la/Q04d6hdz0
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GBrain v0.13 dropped
Graph queries just got smarter especially if your OpenClaw/Hermes knows to pull out properties into YAML properties (which you can easily ask it to do)
It's not just about ingesting more info. It's about processing it in a way that makes it retrievable.
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$CRWV CoreWeave effectively holds a put option on its own inventory, written by the strongest balance sheet in the semiconductor industry. This crushes CoreWeave’s cost of capital — the single biggest variable in neocloud economics — because lenders know NVIDIA is backstopping billions in demand.
lrmi.ai/p/the-platinum…
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A massive congratulations to @CoreWeave on securing three landmark deals in a single week with @Meta, @AnthropicAI, and @JaneStreetGroup. 👏
These high-demand workloads are supported by a sophisticated infrastructure stack capable of managing mixed-generation clusters, integrating the NVIDIA Vera Rubin platform alongside current NVIDIA platforms.
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@soumyasen Agree and this allbirds is the first of what will be many. like SPACs and other manias can last multiple years.
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Just saw a truck full of B300s pull up to the Hayes allbird store, they are building the datacenter in there
The Kobeissi Letter@KobeissiLetter
BREAKING: Allbirds stock, $BIRD, surges over +200% after announcing they are pivoting from shoes to AI.
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@GavinSBaker @econcallum and will we see neoclouds on the next 13f? :)
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@GavinSBaker @econcallum So how high do compute / token prices go
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@richardkoo I have 2 pairs of their running shoes that are still great after 1.5 yrs!
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@JunaidAckroyd Surprising to hear you like their shoes. Their shoes were always flimsy. Had one pair that lasted a few months. Never would buy another pair again.
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quite sad that Allbirds has decided to become a neocloud
I thought they made some of the best shoes
Negligible Capital@negligible_cap
*ALLBIRDS ANNOUNCES EXPANSION INTO AI COMPUTE INFRASTRUCTURE $BIRD (Allbirds) is changing their name to NewBird AI and is announced their expansion into AI Compute Infrastructure. The failed shoe business, which recently sold the Allbird’s brand and footwear assets to American Exchange Group will now pivot to become a fully integrated GPU-as-a-service (GPUaaS) What the fuck?
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I have TP’d absolutely zero of my ORCL exposure. Only thing I’ve done is rolled some stuff to much deeper OTMs. Back to ATH we go
Capital Flows@Globalflows
People don't get it with $ORCL Sector selling is at an extreme, market selling just had an extreme with the geopolitical risk, and fundamental selling went to an extreme Each TYPE of investor has priced in the most bearish scenario for Oracle. Everyone is betting against Larry Ellison and this is why I am bullish. I think we make all time highs and I own 2027 calls. I laid it all out here: capitalflowsresearch.com/p/this-is-my-n… and you can get this tradingview indicator here: tradingview.com/chart/2taQ63im/
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@AltiusSemper @dalibali2 SaaS won’t be investable until the datacenter buildout peaks
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