Illiquid
UOB is likely going to update their note on Metasurface soon. They’ll handle the SGX listing and give it a pump? Original TP was 2.90.
https://t.co/ssJF1hG68O
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UOB is likely going to update their note on Metasurface soon. They’ll handle the SGX listing and give it a pump? Original TP was 2.90.
https://t.co/ssJF1hG68O
tweet
Uobkayhian
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AkhenOsiris
RT @TechFundies: 3P check w/ $AMZN infra employee.
Seems like production workloads moving to cloud faster than before to be prepared for AI-enablement, inference growing very quickly, and hyperscalers jockeying for available capacity.
Bullets
-Capacity constraints have only gotten worse over past three years
-Incredibly structured rollout of Blackwell where certain providers had a lot more capacity ready earlier
-Little price sensitivity bc mostly being used for training.
-Explosive growth in AI native startups – code gen, enterprise search, AI note taking, etc. Inference just exploding.
-SaaS ISV launched AI agent – went from commitment of low 6 figures last year to renewing for millions, and then did an early-renewal shortly thereafter for 10m – all of this is end-user production inference. App is built on AWS but buying Azure OpenAI credits.
-Seeing companies become more multi-cloud to meet capacity constraints
-Claude: AWS ran out of capacity so had to expand production to GOOGL.
-AWS had real capacity issues in Q2 and H100s became a lot more available in Q3 so pricing could decrease a bit. H200s still very tight.
-AWS started to accelerate capacity deployment. AMZN doing everything it can to not lose marginal workloads.
-Another challenge was AWS had ringfenced its capacity for existing customers so was unable to meet needs of AI start-ups. Now investing to not lose those as of mid Q2.
-AMZN co-developing NVDA networking (as opposed to MSFT / GOOGL taking off-the-shelf infiniband) and building in-house liquid cooling so both delayed capacity by 2 qtrs.
-AMZN decreased pricing for all inference anywhere from 25-44% in June. Still 10-15% premium to neoclouds but opened up spigot of startup demand. So even thought token growth picked up in Q3, the pricing reduction hindered that growth.
-Think Q4 will show metering down of RPO signed against GB200 commitments as capacity comes online, and won’t have qq headwind from pricing reduction.
-Been tough to get Trainium to work for Anthropic. TR mostly being ringfenced for strategic co-development partners. Another challenge is networking just not working today.
-Think Rainier has been delayed. Not going online until end of year.
-GOOGL has really opened up TPU3 and to some small extent TPU4 to cloud customers. Software is incredibly complex.
-Everyone uses NVDA for training but now seeing increasing usage of TPUs for inference by strategic startups
-Seeing big rash of production workload migrations to cloud
-Big customers can get big allocations of Blackwell from CRWV / MSFT in Q1. AMZN probably not until Q3. ORCL was savior as willing to provide start-ups with 6-12 mo capacity deals.
-Had biotech foundation model builder that has inelastic demand for latest / greatest instance bc it helps them push their scaling laws. ORCL can provide it.
-Quality is big question bc most customers on neoclouds and ORCL running training, not production. Not a valuable infrastructure platform besides just availability of latest chips at reasonable price. This is because still need all the security, CDN, sw eco system, first-party services on hyperscalers.
-See AMZN trying to do all this in-house stuff around GPUs bc that’s how they reclaim points of margin. Otherwise GPU stand-alone degrades their core margins.
-GOOGL is by far the top destination for AI start-ups. AMZN used to win 60%+ and now down to 30-40%.
-Startups have seen massive acceleration in funding / spend. DDOG seeing massive acceleration out of startups.
-65% of startups on GOOGL we track are on credits. Most of our commitment tracking is trying to figure out when they’ll run out of credits so we can go and try to get their next commitment.
tweet
RT @TechFundies: 3P check w/ $AMZN infra employee.
Seems like production workloads moving to cloud faster than before to be prepared for AI-enablement, inference growing very quickly, and hyperscalers jockeying for available capacity.
Bullets
-Capacity constraints have only gotten worse over past three years
-Incredibly structured rollout of Blackwell where certain providers had a lot more capacity ready earlier
-Little price sensitivity bc mostly being used for training.
-Explosive growth in AI native startups – code gen, enterprise search, AI note taking, etc. Inference just exploding.
-SaaS ISV launched AI agent – went from commitment of low 6 figures last year to renewing for millions, and then did an early-renewal shortly thereafter for 10m – all of this is end-user production inference. App is built on AWS but buying Azure OpenAI credits.
-Seeing companies become more multi-cloud to meet capacity constraints
-Claude: AWS ran out of capacity so had to expand production to GOOGL.
-AWS had real capacity issues in Q2 and H100s became a lot more available in Q3 so pricing could decrease a bit. H200s still very tight.
-AWS started to accelerate capacity deployment. AMZN doing everything it can to not lose marginal workloads.
-Another challenge was AWS had ringfenced its capacity for existing customers so was unable to meet needs of AI start-ups. Now investing to not lose those as of mid Q2.
-AMZN co-developing NVDA networking (as opposed to MSFT / GOOGL taking off-the-shelf infiniband) and building in-house liquid cooling so both delayed capacity by 2 qtrs.
-AMZN decreased pricing for all inference anywhere from 25-44% in June. Still 10-15% premium to neoclouds but opened up spigot of startup demand. So even thought token growth picked up in Q3, the pricing reduction hindered that growth.
-Think Q4 will show metering down of RPO signed against GB200 commitments as capacity comes online, and won’t have qq headwind from pricing reduction.
-Been tough to get Trainium to work for Anthropic. TR mostly being ringfenced for strategic co-development partners. Another challenge is networking just not working today.
-Think Rainier has been delayed. Not going online until end of year.
-GOOGL has really opened up TPU3 and to some small extent TPU4 to cloud customers. Software is incredibly complex.
-Everyone uses NVDA for training but now seeing increasing usage of TPUs for inference by strategic startups
-Seeing big rash of production workload migrations to cloud
-Big customers can get big allocations of Blackwell from CRWV / MSFT in Q1. AMZN probably not until Q3. ORCL was savior as willing to provide start-ups with 6-12 mo capacity deals.
-Had biotech foundation model builder that has inelastic demand for latest / greatest instance bc it helps them push their scaling laws. ORCL can provide it.
-Quality is big question bc most customers on neoclouds and ORCL running training, not production. Not a valuable infrastructure platform besides just availability of latest chips at reasonable price. This is because still need all the security, CDN, sw eco system, first-party services on hyperscalers.
-See AMZN trying to do all this in-house stuff around GPUs bc that’s how they reclaim points of margin. Otherwise GPU stand-alone degrades their core margins.
-GOOGL is by far the top destination for AI start-ups. AMZN used to win 60%+ and now down to 30-40%.
-Startups have seen massive acceleration in funding / spend. DDOG seeing massive acceleration out of startups.
-65% of startups on GOOGL we track are on credits. Most of our commitment tracking is trying to figure out when they’ll run out of credits so we can go and try to get their next commitment.
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: R.I.P LinkedIn and job boards.
Top candidates now use LLMs (ChatGPT, Claude Opus, Gemini) as their secret career coach tailoring everything perfectly and landing interviews 3–5x faster.
Here are 12 killer prompts that helped me and dozens of others switch jobs or level up: https://t.co/Q2ZFzC3p4Y
tweet
RT @godofprompt: R.I.P LinkedIn and job boards.
Top candidates now use LLMs (ChatGPT, Claude Opus, Gemini) as their secret career coach tailoring everything perfectly and landing interviews 3–5x faster.
Here are 12 killer prompts that helped me and dozens of others switch jobs or level up: https://t.co/Q2ZFzC3p4Y
tweet
Offshore
Photo
Brady Long
R.I.P. expensive business courses.
I spent $0 and made $34K in 90 days using only LLMs.
Here's the 6-step arbitrage system most people are sleeping on: https://t.co/pzezRLVhwM
tweet
R.I.P. expensive business courses.
I spent $0 and made $34K in 90 days using only LLMs.
Here's the 6-step arbitrage system most people are sleeping on: https://t.co/pzezRLVhwM
tweet
Offshore
Photo
God of Prompt
Don't waste $5k on a sales coach.
I reverse-engineered the best closing techniques using Claude, ChatGPT, and Grok for 3 months.
These 10 prompts handle every stage of the sales cycle from cold outreach to final close.
Here's what sales gurus don't want you to know: https://t.co/EjAL784Y7H
tweet
Don't waste $5k on a sales coach.
I reverse-engineered the best closing techniques using Claude, ChatGPT, and Grok for 3 months.
These 10 prompts handle every stage of the sales cycle from cold outreach to final close.
Here's what sales gurus don't want you to know: https://t.co/EjAL784Y7H
tweet
Offshore
Photo
God of Prompt
RT @free_ai_guides: Your prompts suck because nobody taught you the fundamentals.
OpenAI won't teach you this.
Anthropic won't teach you this.
Google won't teach you this.
So I made a free guide that does.
100+ prompt engineering techniques. All explained.
Comment "Engineer" and I'll DM it. https://t.co/FI8fIalEWb
tweet
RT @free_ai_guides: Your prompts suck because nobody taught you the fundamentals.
OpenAI won't teach you this.
Anthropic won't teach you this.
Google won't teach you this.
So I made a free guide that does.
100+ prompt engineering techniques. All explained.
Comment "Engineer" and I'll DM it. https://t.co/FI8fIalEWb
tweet
Offshore
Photo
God of Prompt
RT @alex_prompter: I finally cracked how to use LLMs for marketing that actually converts.
After testing 1,000+ campaigns and analyzing what worked...
Here are 10 prompts that completely changed my marketing results: 👇 https://t.co/PyBI4fP5Le
tweet
RT @alex_prompter: I finally cracked how to use LLMs for marketing that actually converts.
After testing 1,000+ campaigns and analyzing what worked...
Here are 10 prompts that completely changed my marketing results: 👇 https://t.co/PyBI4fP5Le
tweet
Offshore
Photo
God of Prompt
RT @alex_prompter: I've hired 3 different AI consulting firms in the last year.
All of them delivered beautiful PowerPoints. None of them shipped working code.
Then I met this team of engineers who just finished building a multi-agent system for an EU government contract. https://t.co/9ZLZwtgyOz
tweet
RT @alex_prompter: I've hired 3 different AI consulting firms in the last year.
All of them delivered beautiful PowerPoints. None of them shipped working code.
Then I met this team of engineers who just finished building a multi-agent system for an EU government contract. https://t.co/9ZLZwtgyOz
tweet