Peter S Kastner

Technology industry analyst and investor focusing on AI, enterprise data center, mobile, and digital consumer products such as PCs.

[Peter S Kastner @Peterskastner]

Meta shares jump 10% after reports company is selling excess AI computing power - New York Post
There’s gonna be a lot more distress capacity coming online with today’s token prices. https://t.co/8V5ozyVScK

[Peter S Kastner @Peterskastner]

Managing #AI adoption management like GPS navigation in your car. Cutting edge. https://t.co/xLdkKlCJ9G

[Peter S Kastner @Peterskastner]

Join the RSL Collective to support fair AI royalties for creators #FairPayFromAI https://t.co/VvGw6YzTNL A really good idea.

[Peter S Kastner @Peterskastner]

#AI giants face a big problem; new sovereign rules threaten global scale and profits. Can innovation survive as regulation explodes? AI’s next big challenge isn’t tech—it’s governance, and what decision-makers need to know. #AIRegulation https://t.co/rcPIDga1K1

[Peter S Kastner @Peterskastner]

April 15 Humor, @SEC.gov
https://t.co/swjKJ3Pr03

[Peter S Kastner @Peterskastner]

When you can't hide, camouflage.

[Peter S Kastner @Peterskastner]

https://t.co/FjOmIDcUoK
Is our universe inside a black hole? New findings.

[Peter S Kastner @Peterskastner]

Throw your resume into #DeepSeekR1 or #o3-mini then ask the #AI to explain why you're so influential. Whoa! AI is a real sycophant. And useless to #HR hiring.

[Peter S Kastner @Peterskastner]

Google's #deepmind #ai taught to optimize digital sorting by game playing. Beats best human code in 3 of 4 cases. Now in #C++ libraries, it's executed trillions of times a day. Very clever. #kudos. https://t.co/eB0IfuXliR

[Peter S Kastner @Peterskastner]

/2 Today, NVIDIA has another supply shortage looming: #ai chip demand in #datacenters + #ada generation consumer #gpus. Datacenter #chip profits are so strong, it's logical #consumer #gamers will see less supply, innovation.

[Peter S Kastner @Peterskastner]

1/ Recall that #nvidia could not supply #gpus to gamers and #cryptocurrency miners to meet demand. NVIDIA learned from that lesson.

[Peter S Kastner @Peterskastner]

This will not end well: hundreds of thousands of economic migrants collide with the layoffs of an economic recession, itself a prelude to a massive shift in employment and society caused by AI technology. The country will be much different in ten years.

[Peter S Kastner @Peterskastner]

/2 Recall when HP fired most of its COBOL programmers, anticipating an SAP install, and belatedly realized those programmers had the institutional knowledge of the company's processes. #generativeai

[Peter S Kastner @Peterskastner]

/1 Yes, #generativeai will lead to many job losses over time. But being early on the layoffs may not lead to planned outcomes. https://t.co/XKeKvxmDVw

[Peter S Kastner @Peterskastner]

No, your hearing really hasn't deteriorated that badly. Streaming video has terrible speech audio, so half of us watch with closed captions. #Amazon admits as much with new Prime Video enhanced audio for dialog. It's a start! Thanks. https://t.co/iMNtSZZkPD

[Peter S Kastner @Peterskastner]

Human models among first to lose jobs to generative #AI, which requires no stage time, photographer fees, or model compensation. All in the name of #diversity/ https://t.co/ZTWzq1rP4o

[Peter S Kastner @Peterskastner]

Hiring Managers, consider this: a 2022 study of 18-25 year-olds (N=1,000) finds 27% plan to be influencers. Presumably, not on your time. #hiring #influencer https://t.co/YSiR2RL50Q

[Peter S Kastner @Peterskastner]

Guns vs cat videos: Norway company making ammo for #ukrainewar complains new #tiktok #datacenter sucks up region's available #electricity. https://t.co/vR7wPeHNc0

[Peter S Kastner @Peterskastner]

In search of recommendations for online courses for new managers emphasizing practical and real-world advice, not so much management science or philosophy. PM me. THANKS!

[Peter S Kastner @Peterskastner]

Why are we allowing 650 economics PhD's at the #frb with fairy-tale models to create so much regulatory policy uncertainty risk becoming panic? Speak out and move the political needle. https://t.co/VplqRMQP7O