Dan O’Brien

584 posts

Dan O’Brien

Dan O’Brien

@danOBtech

President & COO @TheFuturumGroup

Boston, MA Katılım Nisan 2023
629 Takip Edilen684 Takipçiler
Dan O’Brien retweetledi
Six Five Media
Six Five Media@TheSixFiveMedia·
🚨 Marc @Benioff is confirmed to open The Six Five Summit: AI Unleashed 2026. We're thrilled to have the @salesforce Chair & CEO kicking off three days of executive conversations focused on the operational realities of AI. Marc will set the tone with his take on where enterprise AI is heading next and the realities of deploying AI within large organizations. As the conversation shifts from pilots to production, AI Unleashed 2026 will explore what it actually takes to operationalize AI across infrastructure, cloud, edge, data, and enterprise workflows at scale. No travel. No noise. Just the inside edge on your schedule, August 25-27. Registration is free. sixfivemedia.com/summit
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Patrick Moorhead
Patrick Moorhead@PatrickMoorhead·
I adore tech CEOs who have no tolerance for dumb analyst questions. It wastes everyone’s time. Yes, there are uninformed questions and everybody doesn’t deserve a medal either. And get off my lawn. 😀 Arvind don’t get one this year and that’s a good thing. Up there on my book are Michael Dell and Jeff Clarke. Jensen is really good. Don’t ask them dumb questions.
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Dan O’Brien
Dan O’Brien@danOBtech·
All eyes on CAPEX updates across the Mag7 with $AMZN $META $GOOGL $MSFT reporting after the bell. My preview on @SchwabNetwork ⬇️
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Ed Elson
Ed Elson@edels0n·
Who are the financial analysts + commentators I should have had on the show by now?
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Dan O’Brien retweetledi
Kellan Grenier
Kellan Grenier@kellangrenier·
SpaceX recently filed its confidential S-1. Almost nobody has seen it yet. So @AugmentMarkets reverse engineered it, and I used that for a full teardown. Here's what a $1.75 TRILLION IPO looks like when you break it down segment by segment, year by year, through 2032. 🧵👇
The Pulse@TheAugmentPulse

.@SpaceX 's valuation went up 4.4x in 12 months. The S-1 is at the SEC but nobody's seen it. So we reverse-engineered it from every public data point we could find in today's Pulse from @AugmentMarkets: augment.market/pulse/spacex-s…

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Dan O’Brien retweetledi
The Futurum Group
The Futurum Group@TheFuturumGroup·
Enterprise agent adoption is moving faster than governance infrastructure. The Futurum Agent Control Plane Framework addresses that gap with a 5-layer model that separates agent capability from agent authority and defines what production control requires across execution, permissions, policy, and coordination. It provides a shared structure for evaluating how agents can be deployed with the oversight production environments require. 📊 Explore the reference model for production AI agents: buff.ly/zfSURmO #FuturumResearch #EnterpriseAI #AgenticAI
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Shay Boloor
Shay Boloor@StockSavvyShay·
Nowhere to hide.
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clem 🤗
clem 🤗@ClementDelangue·
Nvidia just crossed Google as the biggest org on @huggingface with 3,881 team members on the hub. I'm officially calling it: Nvidia is the new American king of open-source AI!
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Matthew Kimball
Matthew Kimball@MattKimball_MIS·
On my way to Boston for a customer event and decided to give @Delta a try. As an @AmericanAir customer with status , curious to compare and contrast. First - no status sucks. No joke. Holy normie. Yeah - I know this is pathetic - but true. Second - plane more comfortable - even in the cheap seats. Third - no wondering 24 hours in advance if/when my flight would be delayed - and for how long. Fourth - if there was some way to transfer status…
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Dan O’Brien
Dan O’Brien@danOBtech·
With all the capital being poured into AI, it’s a real shame that no one has put up the funds for a Silicon Valley reboot focused on the GenAI era. Near guaranteed to be a better investment than half the vibe-coded “apps” or GPU REITs floating around there. The tech industry is at its best when it can laugh at itself a little bit, and there is so much untapped comedy fodder out there going to waste day to day.
dev@zivdotcat

pov: your vibecoder friend demoing what he built using his $200 claude code max plan

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Dan O’Brien
Dan O’Brien@danOBtech·
@Broadcom with another very clean beat/beat/raise, as they continue to set the standard for consistent execution and returning capital to shareholders, with another $10B in buybacks authorized. Semiconductor results and guidance show that the top buyers of AI hardware see custom silicon as a key part of their AI compute mix and that Broadcom remains the partner of choice for top hyperscalers and frontier AI labs. $AVGO
Fiscal.ai@fiscal_ai

Broadcom Q1 Results Revenue +29% (est. +28%) Adj. EPS +28% (est. +27%) Semiconductor Solutions Revenue +52% Infrastructure Software Revenue +1% $AVGO: +0.5% AH

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Dan O’Brien
Dan O’Brien@danOBtech·
This is a great win for CoreWeave and indicative of exactly the type of AI-native application that the company wants to build around as they expand their customer footprint beyond the frontier labs. This win should also alleviate some investor concerns about the useful life of its GPUs, as the inference counterweight to training workloads ensures strong lifecycle ROI on GPU investments. @CoreWeave @perplexity_ai
CoreWeave@CoreWeave

Today CoreWeave announced a multi-year partnership with @Perplexity_AI to power their next-gen AI inference workloads. Through this agreement, Perplexity will utilize dedicated NVIDIA GB200 NVL72 clusters on CoreWeave Cloud to scale their Sonar and Search API ecosystem with low latency and predictable costs. As the Essential Cloud for AI, we’re committed to providing the performance and reliability that AI-native pioneers need to move at the speed of innovation. Read the full announcement here: hubs.la/Q045xrsJ0 #CoreWeave #Perplexity #AI

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Dan O’Brien retweetledi
Ed Sim
Ed Sim@edsim·
A recurring theme from this week’s meetings: Founders have massively unlocked engineering speed. Now the org has to keep up. Product compounds weekly. Marketing updates nonstop. Sales is still absorbing last week’s release. This isn’t instability. It’s acceleration. Need to pick your battles and prioritize. Velocity is no longer a code problem. It’s an org design problem
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Daniel Newman
Daniel Newman@danielnewmanUV·
AI works better if you prompt the AI for the master prompt. For instance, before I build in Perplexity Compute I work with Opus on the master prompt to ensure I design the prompt for best results. Doing this has exponentially improved AI performance. Try it. Epic improvement. 💪🏻🔥🚀
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Dan O’Brien retweetledi
The Futurum Group
The Futurum Group@TheFuturumGroup·
AI delivers scale, objectivity, and reach. Human analysts deliver context, nuance, and strategic interpretation. 𝘍𝘶𝘵𝘶𝘳𝘶𝘮 𝘚𝘪𝘨𝘯𝘢𝘭 brings these strengths together in a living evaluation engine. By integrating @G2dotcom voice-of-customer data with @TheFuturumGroup’s proprietary intelligence and expert analysis, the framework reflects true market readiness as it exists today, not as it appeared last quarter. This is not automation replacing expertise. It is intelligence amplified through technology. Learn more at: 👉 futurumgroup.com/signal #FuturumSignal #MarketIntelligence #EnterpriseTech
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Keşfet

@Benioff @salesforce @kellangrenier @PatrickMoorhead @SchwabNetwork @edels0n @danielnewmanUV @nickpatience