Jake K

Focus: how new tech creates real value. Posts my own. #Tokenomics #Cloud #FinOps #CloudOps

[Jake K @Jakewk]

@jesseproudman @AskVenice What was your favorite?

[Jake K @Jakewk]

@loganbartlett And you’ve got Claude as your copilot…let the tokens flow.

[Jake K @Jakewk]

@Schlomo Well except that this tech has crap-ton more value. The question atm is: Is it worth 100s of billions or trillions? I’m in the first camp right now and prefer to see the value walk up rationally as it actually delivers value.

[Jake K @Jakewk]

The interesting thing about the current state of AI is the level of “Bubble Wariness” seems much higher than other previous bubbles. Most market participants have been through at least one and there is a lot of rationale discussion of bubble dynamics.

[SwiftOnSecurity @SwiftOnSecurity]

How it feels at work these days

[Jake K @Jakewk]

Ok I get @sfcompute now.

[Dylan Page @Gen_Page]

Close. We’re not an exchange operator. We operate a physically settled forwards market.

We physically verify and validate the compute provided through the market platform we built.

We have the engineering prowess to burn in and validation the physical GPUs, not just broker them to another without knowing the state of the hardware.

[Jake K @Jakewk]

@stevesi Physics and the limits of material sciences, man.

[martin_casado @martin_casado]

What does guppy level mean?

[Jake K @Jakewk]

@Gen_Page @evanjconrad Thanks for clarifying Dylan - interesting stuff!

[Jake K @Jakewk]

This is a good thing given the much larger financing concentration. The center of this market involves two labs that are arguing they’re trillion $ companies with other mkt players at 10’s & 100’s of billions.

[Jake K @Jakewk]

@thedealdirector What kind of investments are you referring to? GTM? Product?

[Jake K @Jakewk]

The realities of big company strategic integration are rarely pretty. An unflinching account of the integration of Slack into Salesforce.

[Johnny Rodgers @johnnyrodgersis]

Latest (and probably penultimate) Building Slack post is up: https://t.co/G0waTqxPMY

What it's like being eaten by the whale

[Jake K @Jakewk]

@5eniorDeveloper

[Jake K @Jakewk]

@ChrisMizTV @BearsShowYo We ran wishbone in HS and I’ve wondered recently why you don’t see it all in modern football.

[Jake K @Jakewk]

Of course they can. They’ve read the freaking manual. In fact, they’ve read all of them. And the docs. And the user forums. And the bug repos and the CVEs. They’ve read everything, everywhere, all at once. And boy howdy can they can synthesize!

[unusual_whales @unusual_whales]

OpenAI CEO Sam Altman: "I don't even know a dramatic enough word to use… models can find bugs that are outside of the normal threat model of what we think a hacker can do… hardware-level, insane stuff… I no longer think we're gonna be able to just patch all the bugs."

[Jake K @Jakewk]

@edsim Rereading Neuromancer right now and I feel this!

[Jake K @Jakewk]

@davidmarcus @Tesla Looks like a Countach, which given Elon is GenX, makes a ton of sense.

[Jake K @Jakewk]

Neuromancer is such a disconcertingly fragmented read that I use ChatGPT to help me piece together the story and it made a remarkable observation about a two streets mentioned in the story:

[Jake K @Jakewk]

Rereading Neuromancer and the analogies to what is going on with AI right now really jump off the page. Hosaka AI being unclear if it’s sentient…rogue AIs infiltrating corporations. Wild.

[Jake K @Jakewk]

@matt_slotnick don’t you miss paying like $2 a cup?