Colin Sebastian (Wall St Internet Analyst)

Proud papa; top-ranked Wall Street Internet Analyst; personal opinions; the name is Hungarian

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

Very humbled to be included as one of the Top Analysts of the Decade by @TipRanks. Congrats as well to my @rwbaird colleague Dave Koning and the many fantastic analysts on the list including.

https://t.co/AZbUxJPPzs

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

Fantastic conference and great time in Seoul presenting at Samsung’s global investment week @rwbaird #samsungsecurities

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

Space infrastructure gets even more interesting… $GOOGL #spacex

https://t.co/I8GYKRnnPy

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

What do Google and SpaceX know that the doubters don’t? Ask @aaronburnett https://t.co/I8GYKRnnPy

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

Feels like orbital compute/infrastructure is another one of those things where the industry pioneers are way ahead of consensus (outdated?) thinking across tech and investor communities.

[SpaceXAI @SpaceXAI]

SpaceXAI and @AnthropicAI have also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

This is the ROI on infra spend you're looking for.
From our April report on "Tokenomics": massive inflection in token usage and relative inelasticity of pricing for reasoning should translate into meaningful growth/margins for hyperscalers... #BairdResearch @rwbaird $AMZN $GOOGL

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

Feels like orbital compute/infrastructure is another one of those things where the industry pioneers are way ahead of consensus (outdated?) thinking across tech and investor communities.

[Aaron Burnett @aaronburnett]

Anthropic is ODC-pilled. Add them to the growing list of mega cap cos that see this is the obvious outcome.

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

@aaronburnett Love the title (and the content!)

[Aaron Burnett @aaronburnett]

We released our 80 page institutional orbital data center report a few days ago. This article is the public distillation of its most important points.

This specifically answers the economic crossover of point for ODCs vs TDCs (terrestrial data centers).

There has been far far too much handwringing on the topic. Many are starting to consider it closed.

This work is the basis for not just agreeing or disagreeing on if it can happen but the foundation for when it will happen and how much cheaper it will be.

[Aaron Burnett @aaronburnett]

We are in a pretty cool timeline with massive orbital infrastructure being built.

[SpaceX @SpaceX]

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.

The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.

Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

@SpaceX @cursor_ai Oh wow…

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

Fairly unprecedented for an investment bank (or any financial services company)…23 years consecutively ranked by Fortune as one of the best places to work in the U.S. Congrats to the @rwbaird team! https://t.co/fpbVHacr0U

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

@carlquintanilla He creates his own reality, and hopes everyone will believe it. There's actually nothing controversial in that statement.

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

Now this seems like a very Canadian thing to do :-)

[Doug Ford @fordnation]

The entire country will be watching on Sunday morning as our men’s hockey team plays for Olympic gold.

To help us all celebrate Team Canada, the province will be allowing bars and restaurants across the province to sell alcohol starting at 6:00 a.m. EST.

Let’s all come together, support local businesses and cheer on Team Canada!

@douglasdowney

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

@Alfred_Lin We wrote about genAI as an investment theme in 2014…just a little bit too early :-)

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

Sobering… “Up to 73% of summaries produced by frontier models have been found to contain inaccurate or exaggerated scientific conclusions” (Cambridge, Utrecht study)

[Tristan @Tristan0x]

This aired tonight to 1 billion people in China. A year ago these robots could barely wave a handkerchief, now they can do backflips and kung fu with nunchucks. Physical intelligence is the next frontier.

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

@bdmorgan @geminicli @googlecloud Ok you got me! Follow back? 😉

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

You won't see this in mainstream media...SF really is accelerating vs. other tech hubs. Thanks @a16z

[Colin Sebastian (Wall St Internet Analyst) @Colin_Sebastian]

Google expanding outside the U.S. due to “visa restrictions”, reverse brain drain?

https://t.co/xrRikUBgE5