Jake Kaldenbaugh

Strategic CorpDev @DoiTInt. Chronically curious about how new tech creates real value. Posts my own. #Cloud #FinOps #CloudOps

[Matthew Prince 🌥 @eastdakota]

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa

[Jake Kaldenbaugh @Jakewk]

@dalibali2 Easy bud, aren’t they holding up most of the market rn?

[Jake Kaldenbaugh @Jakewk]

@howard @gregisenberg They’re kind of infamous for this.

[Jake Kaldenbaugh @Jakewk]

Since #TokenOptimization is the all the rage, I thought I'd take a crack at characterizing the market based on what I've seen so far. I cribbed the OSI model to create the #AiSI Model: 7 Layer approach to manage AI costs from GPU up through the application (roughtly).

[Jake Kaldenbaugh @Jakewk]

@luke_metro “Let’s start off by comparing ionized water stacks.”

“Perfect, I really enjoy…”

[Jake Kaldenbaugh @Jakewk]

@Polymarket @crumbl crumbl is sprinkles but 18 months younger.

[Jake Kaldenbaugh @Jakewk]

@RakeshSFNYC Do I know what a rhetorical question is?

[Jake Kaldenbaugh @Jakewk]

Come on, Claude, get it together. You're a hot mess today. Why would you take a process that was working seamlessly and just switch it up and do it in a way that fails miserably?
*rubs temples*

[Jake Kaldenbaugh @Jakewk]

@giansegato someone please check on the prod db.

[Jake Kaldenbaugh @Jakewk]

@rohindhar @zachcoelius @DanielLurie How do you feel about this?

[Jake Kaldenbaugh @Jakewk]

@stevehou I think it’s probably $500 annual run-rate. And probably “all-in” costs including tokens BYOM (build your own model) and consultants. I could easily see an F500 at that level.

[Jake Kaldenbaugh @Jakewk]

Finally watching #OKCvSAN game 6 (I know I’m late), but if the @NBA is smart, they’d separate these two and make them meet in the #NBAFinals. They’re going to be great for a while.

[Jake Kaldenbaugh @Jakewk]

@dalibali2 Stickiness.

[Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk]

When you see Founder Mode from a non-founder

When you find a VP, an exec, that actually cares as much as a founder, or almost as much …

Promote them fast. ASAP. Double their equity.

And … never let them go.

[Eric Vishria @ericvishria]

Big, proprietary Foundational Models - YES!
Tuned & customized models for enterprises - YES!
Inference & AI Infra providers - YES!
Big 3 CSPs - YES!
On-device inference - YES!

I guess it is human nature to think zero-sum (SAD!), but sure feels like there's demand for all of it.

[Jake Kaldenbaugh @Jakewk]

@dhaber Hey, I tried to get an elephant to dance. But there’s a fundamental tension between the “sexiness” of venture & reality of a risk accepting function.

[Nicolas Bustamante @nicbstme]

Today, I’m introducing a new financial metric for software companies to aim for a 75% growth margin.

EBIT: Earnings Before Inference Tokens.

[Jake Kaldenbaugh @Jakewk]

It’s interesting that investors think $DELL is worth twice what they thought it was worth 30 days ago.

[Jake Kaldenbaugh @Jakewk]

@GergelyOrosz That which is measured…gets gamed.

[Jake Kaldenbaugh @Jakewk]

@andrewdfeldman Be curious. Seems like a common theme.