Jamin Ball

6.4K posts

Jamin Ball

Jamin Ball

@jaminball

Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal

San Francisco, CA Katılım Eylül 2015
1.4K Takip Edilen88.5K Takipçiler
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Jamin Ball
Jamin Ball@jaminball·
I'm launching a newsletter! If you'd like to stay in tune with valuations / trends driving public SaaS businesses please follow along! I'll also provide detailed earnings summaries. More to come-Looking forward to all of your feedback on Clouded Judgement cloudedjudgement.substack.com/about
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Jamin Ball
Jamin Ball@jaminball·
This whole series is great! We need to rethink power in the age of AI, and there are a number of ambitious founders tackling the worlds hardest power problems @am_watt is building the HVDC grid we desperately need.
Nutty@NuttyCLD

x.com/i/article/2038…

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NVIDIA Data Center
NVIDIA Data Center@NVIDIADC·
Huge milestone for @digitalocean — and a great example of close collaboration with hardware-software co-design at every layer. NVIDIA Blackwell Ultra + NVFP4 + optimized @vllm_project stack for speculative decoding with @inferact and the open source community → #1 performance on Artificial Analysis for leading frontier models. More to come as this ecosystem scales.
DigitalOcean@digitalocean

Among the fastest DeepSeek V3.2, MiniMax-M2.5, and Qwen 3.5 397B inference in the market, per Artificial Analysis benchmarks (April 2026). ⚡️🤖 Sub-1-second TTFT. 230 tokens per second. Co-designed every layer of the stack with @Inferact, performance optimized @vllm_project, all on @NVIDIA HGX B300. Live on DigitalOcean Serverless Inference now. Full breakdown in the comments. ⬇️

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Jamin Ball
Jamin Ball@jaminball·
@anshublog It's a good call out - title (or takeaway) should have been more of "seat only pricing models are dying" (or at least becoming less prevalent). Which of course you may still disagree with :)
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Anshu Sharma 🌶
Anshu Sharma 🌶@anshublog·
@jaminball Umm, your conclusion from the facts is opposite of my conclusion. Satya is doubling down on per seat. Which is the right approach in my mind. You just pay extra for using too much of it. Most users will never pay the extra. But the 10% that do, will drive a lot of $$$.
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Jamin Ball
Jamin Ball@jaminball·
Any time @dsa speaks, I listen!
This Week in AI@ThisWeeknAI

"Any feature we release, a competitor could release within two weeks." @MatanSF (@FactoryAI) on why the moat isn't software anymore. @dsa (@livekit) on building the framework for voice, video, and physical AI. @gsivulka (@HebbiaAI) on what it takes to win in vertical AI. They join @jason on This Week in AI, Episode 11: 00:00 Intro & AGI debate 03:30 Factory: autonomy for software engineering 04:29 LiveKit: open source to ChatGPT voice 10:31 Hebbia: AI for capital markets 13:21 SpaceX-Cursor $60 billion deal breakdown 26:28 Moats in the age of vibe coding 38:10 Deterministic agents vs. open chaos 45:56 DeepSeek V4 01:05:23 OpenAI's spend problem 01:12:08 P-doom scores

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Kaichao You
Kaichao You@KaichaoYou·
@inferact builds on top of vLLM, improves vLLM, and ships optimizations back to vLLM🤩 These optimizations are built on the foundation of the vLLM community's contributions—we added some contributions on top, and more to come💪🏻
vLLM@vllm_project

🏆 vLLM powers the fastest inference on NVIDIA Blackwell Ultra on Artificial Analysis. On @digitalocean's Serverless Inference, powered by vLLM on NVIDIA HGX B300: 🥇 AA #1 output speed for DeepSeek V3.2 (230 tok/s, 0.96s TTFT) and Qwen 3.5 397B 🔧 MiniMax-M2.5: 23% TPOT gain via an EAGLE3 draft model trained on TorchSpec Co-design highlights: - NVFP4 quantization on Blackwell Ultra - EAGLE3 + MTP speculative decoding - Per-model kernel fusion Thanks to @digitalocean, @nvidia, and @inferact for the collaboration. Optimizations land back in open-source vLLM. 🔗 digitalocean.com/blog/how-we-bu…

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Jamin Ball
Jamin Ball@jaminball·
Team at @inferact is quite cracked!
SemiAnalysis@SemiAnalysis_

TEHRAN, April 29, 2026 -- Less than a week after the release of @deepseek_ai DeepSeek v4 Pro, the cracked team at @vllm_project and @inferact has achieved considerable improvement on GB200 (Dynamo+vLLM). This is largely due to the release of vLLM 0.20.0, which comes with MegaMoE kernel enabled for DEP deployments! Great work -- we are excited to highlight more improvements over the coming days.

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LiveKit
LiveKit@livekit·
We shipped structured data collection for voice agents. Use data collection mode in Agent Builder, or Tasks and TaskGroups in our Agents SDKs. Every session ends with a clean JSON payload for your CRM, form, or database. Great for lead qualification, patient intake, and surveys.
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Jamin Ball
Jamin Ball@jaminball·
Cloud Giants Update: AWS (Amazon): $150B run rate growing 28% YoY (last Q grew 24%) Azure (Microsoft): ~$108B run rate (estimate) growing 39% YoY (last Q grew 38%) Google Cloud (includes GSuite): $80B run rate growing 63% YoY (last Q grew 48%, neither are cc)
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Jamin Ball
Jamin Ball@jaminball·
YoY growth in quarterly net new ARR added:
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Jamin Ball
Jamin Ball@jaminball·
Estimates of Net new quarterly ARR added:
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Jamin Ball
Jamin Ball@jaminball·
Google Cloud at a ~$80B run rate growing 63% YoY. Another MASSIVE jump in YoY growth Quarterly YoY growth trends below $GOOG
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Jamin Ball
Jamin Ball@jaminball·
YoY growth in quarterly net new ARR added:
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Jamin Ball
Jamin Ball@jaminball·
Estimates of Net new quarterly ARR added:
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Jamin Ball
Jamin Ball@jaminball·
AWS at a ~$150B run rate growing 28% Quarterly YoY growth trends below $AMZN
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Jamin Ball
Jamin Ball@jaminball·
YoY growth in quarterly net new ARR added:
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Jamin Ball
Jamin Ball@jaminball·
Estimates of Net new quarterly ARR added:
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Jamin Ball
Jamin Ball@jaminball·
Azure at a ~$108B run rate growing 39% constant currency Quarterly YoY growth trends below $MSFT
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