PM Dude

I talk about all things related to Product Management (PM), Artificial Intelligence (AI), and investing.

[PM Dude @pmdude]

My account talks about the intersection of three things:
1. Product Management
2. Artificial Intelligence
3. Investing

I believe product managers make the best investors. And I believe AI is the biggest revolution this galaxy will ever see.

Join me on this public journey of #PMsMakeProfit

P.S.: I’m a C-level exec, my response times may be slower sometimes. Please don’t hold that against me. I love my day job too!

[PM Dude @pmdude]

@munster_gene That’s not their lane and I wouldn’t want them to deviate from the existing focused lanes until they reach $10T market cap.

[PM Dude @pmdude]

@DeItaone Slow down bro 😎

[PM Dude @pmdude]

Super Intelligence remains constrained by power. The supply demand equation is not about to change anytime soon.

[Beth Kindig @Beth_Kindig]

The data center bottleneck may no longer be demand, but permission.

While planned MWs represent data center capacity in the queue, permissioned MWs represent capacity that could realistically be built.

Here’s why that distinction matters for investors. ⬇️
https://t.co/kRk2hIMBgI
$ORCL $APLD $BE

[PM Dude @pmdude]

“Trust but verify” is the most fundamental job to protect humanity in the agentic era!

[Satya Nadella @satyanadella]

https://t.co/MjwFy73LOF

[PM Dude @pmdude]

Need all of them to be successful. Like the big banks, are these now too big to fail?

[LongGameEquity @LongGameEquity]

Which one breaks the AI trade?

$OPENAI $ANTHROPIC $ORCL $CRWV $NVDA $AMD

[PM Dude @pmdude]

Hilarious 😂

[Elon Musk @elonmusk]

Excited to announce that all super intelligence organizations have now jointly agreed to the ultimate in AI/SI safety:

Moving all testing to Delta Airlines flights, where accessing the Internet is utterly impossible!

[PM Dude @pmdude]

$avgo will become the largest Private Equity in the world! You heard it hear first.

[*Walter Bloomberg @DeItaone]

*BROADCOM WORKING TO ARRANGE MORE THAN $50B FOR OPENAI CHIP: WSJ

[PM Dude @pmdude]

@StockSavvyShay @FuturumEquities 🤫

[PM Dude @pmdude]

@RealNickMugalli I cannot stop laughing at Sundar’s response

[Nicholas Mugalli @RealNickMugalli]

Trump: This guy (Sundar Pichai) is a monster, and nobody knows him. What a great life! To be a Monster and not have to go through this. All you have to know is — sundarr! Sundar is his name.

[PM Dude @pmdude]

@TrendSpider @DaddyTradez Hold it

[PM Dude @pmdude]

@DavidSacks All thanks to Jensen, Hock, Sundar, Satya, Dario, Sam, Andy, Sanjay, Elon, Trump and Lip-Bu in that order

[PM Dude @pmdude]

@realDonaldTrump Sorry but I don’t like any of them

[PM Dude @pmdude]

When your president wants to rename AI 🤣

[Donald J. Trump @realDonaldTrump]

VOTE!

[PM Dude @pmdude]

Get ready for $Anthropic

[PM Dude @pmdude]

Search broken on Twitter, again

@elonmusk

[PM Dude @pmdude]

@FindleysFinance Why does it matter if I said I was still in diapers? 🤣

[PM Dude @pmdude]

@garrytan Bro bought some :)

[PM Dude @pmdude]

@chamath Yea bro, we can read

[PM Dude @pmdude]

It’s like saying that I government should ask all my competitors to slowdown while I work on securing my product

[Wall St Engine @wallstengine]

$NVDA CEO Jensen Huang says the AI industry doesn’t need new laws or regulations to address safety.

“If you build a product or a service and you’re not confident in its functionality, capability, or safety, then don’t release it.”

Huang says it’s a “false choice” to assume AI development has to be either fast or safe, arguing companies can do both and pause when they lose confidence in a product.

“The market forces are already there.”