OM

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@howardlindzon he doesn't age, what is the secret, ask him and yes hi back to him :)

@om fred wilson says hi

Old farts, smell bad, but sound good.

@howardlindzon I smell bad and sound good too :) maybe that is why?

@om tim and I were singing your praises

Say Hello to the Internet of AI by @om malik as an old telco guy this blows my mind. Om connects the dots on all the news points we see daily and it is astounding om.co/2026/05/04/say…

“The rails of the AI era are hyperscaler-owned fiber, optical interconnect, and subsea cable” <- If you care about the internet and care about AI this is a fantastic read from @Om om.co/2026/05/04/say…

Outrage attention farming is in fashion, but this is just dumb!

What a dumb take. How much did Zuck Or Bezos Or 99% of founders who a billionaires invest in their companies ? 0 It’s called equity! He has been working at OpenAi for 11 years Sweat equity! Also Elon was offered shares when they converted to for profit and he refused!!!!!

If you care about AI, you need to read this Om Malik piece. It’s the first writeup I’ve seen that explains the physical reality behind the AI boom. We keep arguing about models, agents, and apps, like the whole story is software. @om shows the story underneath the story. AI is forcing a new internet into existence. Private, machine-native, optimized for GPUs talking to GPUs and clusters talking to clusters. That framing instantly makes a bunch of “why is this happening?” questions click. Why hyperscalers are spending like it’s a land grab. Why fiber is suddenly strategic. Why the hottest battleground is inside data centers and between them. The best part is he doesn’t hand-wave. He gives you a map. He walks from east-west traffic inside AI data centers (the inversion most people miss), up through the metro and long-haul buildout, to what he calls an “Internet of AI.” When you finish it, you’ll start seeing that AI is rebuilding the internet. Read it. om.co/2026/05/04/say…

Outstanding analysis.

@d_ramsden 🙏🏽

@bsngln38133 🙏🏽

@om This is a fascinating perspective on how AI is reshaping the very foundations of our networks; I'm excited to read your full essay!

How AI Is Changing the Network(s) As is always the case, this started with a simple question: Will AI change how networks work? Will it impact the speeds we need at home and on our phones? My assumption was that AI would accelerate this — personal AI agents querying the cloud all day, your house talking constantly to a model (or models). A lot of this is still wishful thinking. My attempt to find an answer led me down a whole new path of inquiry, with surprising results. The real action is happening far away from the madding consumer crowds. None of this was surprising, considering I have covered the evolution of the internet and its innards since the early 1990s. Internet 1.0, Internet 2.0, the cloud, mobile, data and machine learning, and now AI are all part of a continuum that has challenged and scaled the network, helped evolve new technologies, and introduced new ways of thinking about ever-expanding oceans of data. AI is only supersizing everything, including the sheer scale of capital it needs to build competitive advantage. It is also bringing down the curtain on some of the old ways of thinking about the cloud, data centers, and networks. If my old publication were still around, we would be writing about all of this and more. Over the past few weeks, with help from old friends in the networking and infrastructure world, I have managed to put together an almost 5,000-word overview of the changes to the network. I look at the physical pipes, the shifting demand profile, and who really owns this new internet. It is by no means complete — nor is it meant to be. Instead, it is an anchoring essay for you to think beyond the dollars and the hype machine of AI, and see that this is just tech doing tech things at a scale we have never seen before. Continue reading my essay, "Say Hello to the Internet of AI." om.co/2026/05/04/say…

The Yankees mourn the loss of legendary broadcaster John Sterling. Our thoughts are with John’s family, friends and loved ones at this time.

Rest in peace to the legendary John Sterling

Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition. This is a HEATED back and forth, uncommon for financial news. $GME Sorkin, at one point is in disbelief at RC's repetitive answering to his question.

This @SquawkCNBC interview with Ryan Cohen is wild. @andrewrsorkin is asking him a 3rd grade math question and he keep pretending they’re asking him an advanced calculus equation.

@leo_os8 Glad you enjoyed it Leo

@om Great analysis. Haven’t seen anyone else lay out the cash flows and capex so clearly.

It’s been a week of hyperscaler earnings. Microsoft, Meta, Amazon, and Google all reported. Not surprisingly, the big capex spending got the headlines. But as I was taught as a young reporter, a press release is just that, a press release. It’s all spin. The good stuff. Instead, wait for the 10-Q, pore through it, and dig for overlooked details. So I did. I spent a lot of time on the 10-Qs of Microsoft, Meta, and Google. Amazon hadn’t dropped one until yesterday. I found some golden nuggets buried in the filings. Here is what the raw headline numbers don’t tell you. om.co/2026/04/30/wha…

@edzitron Fun to find in footnotes

@om … Great idea, Om x.com/edzitron/statu…

Ever since Microsoft restructured its deal with OpenAI, I’ve been wondering why they would loosen their death grip on the company. Why would they give up their advantage over rival Amazon Web Services? It wasn’t until I went through the footnotes of Microsoft’s 10-Q filing that the answer came into focus. It reveals a lot about Microsoft, OpenAI, and the circular AI economy. Here is my analysis of the reality behind Nadella’s ‘greatest tech stack makeover,’ and the financial engineering that makes you gulp. om.co/2026/05/01/wha…

Been using @openclaw for work since the first week it came out. Still using it and other AI harnesses including Hermes Agent. These agents run on computers as well as in the cloud. Using both local models and cloud models. I'm doing an AMA in a few hours. hiten.com/openclaw-ama