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Trace Cohen
57.5K posts
Trace Cohen
@Trace_Cohen
Backing founders early in AI & deep tech | US + Israel | 75+ angel investments | Ex-founder, ex-Amex fintech | Columbia MBA | Data/Building ValueAddVC . com
New York, USA Katılım Şubat 2008
10.9K Takip Edilen23.7K Takipçiler
@cobracommanduhr Oh no one cyber client says Buzzfeed
And Home Depot churned after 12yrs? They 10x since then and don’t need them.
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@Trace_Cohen Enterprises have been able to see the grift them years before current day theater. It’s a spark wrapper and if they had AI FDE which should mean there should be no backlog present in the current day and he wouldn’t be missing commercial targets like he did this time.
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Basically Palantir invented the consultant 2.0 and called it Forward Deployed Engineer because they had to send their brilliant A+ talent to go implement their A+ tech in a F to B work environment.
This is what every company needs to do for enterprise adoption
Aaron Levie@levie
I’m fully forward deployed engineering pilled specifically because AI simply is not the same as software. In software, you deliver a stable piece of technology to a customer and they adopt it and that’s that (extreme over simplification). In AI, you’re delivering something that is constantly evolving both due to the nature of the new capabilities and best practices that emerge, but also because the underlying models change so much that they can meaningfully change the workflow as a result of their upgrades. For this reason it’s far more logical that one vendor can share best practices across thousands of companies more efficiently than every single company can learn and manage these best practices themselves. Further, the learnings from those customers should go right back into the core product as a result. As we go from chat systems to anyone can relatively easily adopt to agentic systems that require more meaningful efforts to manage and update, the FDE model (or equivalent) essentially becomes a core competency for anyone deploying AI at scale.
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@TelebakJ It’s old news from April when Fidji got sick
cnbc.com/2026/04/03/ope…
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@Trace_Cohen lol it isn’t about aging. It’s a bad sign not a sign that they can’t turn it around
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They evolve faster than any company and that’s a good thing!
Max Zeff@ZeffMax
Scoop: OpenAI announced another major reorg on Friday, as part of its effort to unify ChatGPT and Codex. -Greg Brockman is officially taking over OpenAI's products, after previously being tapped as an interim leader -Head of Codex, Thibault Sottiaux, is now leading core product and platform -Head of ChatGPT, Nick Turley, is now also going to work on revamping enterprise products
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@Trace_Cohen A+ tech? Lmfao do you have any idea what you’re talking about?
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@Trace_Cohen lol multiple major reorgs in less than 2 months isn’t a good thing you goof
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@DeepInsightLabs Big companies hire them or who PMF so not sure…
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@Trace_Cohen @nrmehta Consultants talk, FDEs listen
Palos Verdes Estates, CA 🇺🇸 English
If you never worked in a big corporate enterprise you have no idea how important consultants are and why Forward Deployed Engineers are the hottest thing right now.
Almost no A+ talent works 9-5 at a corporate enterprise.
You either pay up or acquire it.
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Anecdotes in my career that support this.
* Most teams can't afford A+ talent.
* If they can, they won't because... salary bands.
* If they do hire, they are hard to retain...
* A players either get bored or want to be with other A's
So the FDE playbook makes a whole lotta sense for all parties. They bring in the elite squad, skill them up, and they move on to the next opp.
Trace Cohen@Trace_Cohen
Basically Palantir invented the consultant 2.0 and called it Forward Deployed Engineer because they had to send their brilliant A+ talent to go implement their A+ tech in a F to B work environment. This is what every company needs to do for enterprise adoption
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Anthropic is negotiating buyouts of SPVs at their original cost basis claiming a violation of ROFR and transfer restrictions
>$10b of value they can arbitrage back
Marketplace SPV providers will cave first and set the valuation benchmark for all the others to fall in line
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@Trace_Cohen A lot of people underestimate how much of enterprise modernization is really just “renting competence” long enough for the organization to absorb it.
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@Trace_Cohen lol the "acquire it" route is just consultants with extra steps and a longer timeline
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@Trace_Cohen Big corp talent never really clocks in if you know what I mean
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@FundamentEdge @Indian_Bronson So much more powerful every few months!
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A big pivot from Ken Griffin on AI:
“Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago.
And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days.
These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society.
When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.”
This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.
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Anthropic needs to solve the computer/power problem or they will be the Friendster of the AI era.
I just ran a semi-complicated stock screening prompt on all four major AIs: Grok, Gemini, ChatGPT and Claude.
The first three returned comparable results. Claude refused to do the work.
Not the way to win guys…
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@itsajinkyaraj Yes so much product budget but less return, so shifting to tech + service to hopefully improve results.
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@Trace_Cohen just look at the budgets at enterprises for products vs services and you'll understand why FDEs are so in demand rn
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@SimonDesue Oh yah and each industry, culture etc. no one size fits all.
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Ok not just a random anon cool - can you expand more on it then?
You really think the average corporate enterprise can do it better themselves for cheaper and faster?
Hiring palantir FDE or another company is a decision and hopefully drives them internally as well go do what they should
So regardless of what you think of Palantir tech, do you think it’s net positive though?
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Both written by pltr FDE. A spark wrapper is not better than commonly available platforms that do the same integration for less than $2k on a perpetual license with no FDE’s required. I had plenty FDE’s working under me so I think I would know their reality bit more than everyone else ;)
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@Trace_Cohen @1ssve It can be nice to meet in person but it’s certainly not necessary.
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