Simon Vance

ex revenue ops. I rate airports by their bookstores. everyone's watching AI demos I'm watching pricing pages, earnings calls, and gross margins.

[Simon Vance @SimonV_Global]

while you're watching AI demos.
i'm watching pricing pages, earnings calls, and gross margins.
this account breaks down:
• earnings reports
• ai monetization
• saas pricing
• enterprise spending
because revenue tells a much more interesting story than product launches.

[Simon Vance @SimonV_Global]

read half a book during a flight delay yesterday.
it made me realize airport lounges have become my favorite place to read.
no slack. no inbox. just occasional proof that the flight is still delayed.

[Simon Vance @SimonV_Global]

@gabsmashh finally, representation for people who click send and pray

[Simon Vance @SimonV_Global]

@peegzy1 some of these jobs have outlived the manager who posted them

[Simon Vance @SimonV_Global]

keep rereading no cloud dependency like it's gonna stop being true if I look away. one of the more impressive things I've seen shipped this year, not just teased.

[Perplexity @perplexity_ai]

Today we’re launching Portable Computer on @NVIDIA DGX Spark.

Portable Computer is a fully local version of Perplexity Computer, where the entire runtime: orchestrator LLM, subagent LLM, agent harness all run on your local hardware. No cloud dependency.

[Simon Vance @SimonV_Global]

Perplexity's revenue tripled from under $250M to $750M+ in about seven months, credited to perplexity computer. a valuation bump from a new outside investor would be one thing, but a bigger check from an existing one, this soon after the last round? reads more like nvidia pricing in what it's seeing on its own infrastructure

[Simon Vance @SimonV_Global]

that’s over 50% higher than a year ago.
another thing - $NVDA is already an investor here, and chip suppliers don't usually double down on customers unless they're watching usage data most outside investors can't see.

[Polymarket @Polymarket]

JUST IN: Nvidia reportedly in talks to invest in Perplexity at a valuation above $30,000,000,000.00.

[Simon Vance @SimonV_Global]

@mrgracemugabe abuse: yes
astigmatism: absolutely not on our watch

[Simon Vance @SimonV_Global]

@Polymarket wendy's beef with quality control finally caught up with them

[Simon Vance @SimonV_Global]

turns out cutting training costs also means cutting the please don't do crimes budget

[Polymarket @Polymarket]

JUST IN: Researchers warn DeepSeek has become the “AI of choice” for Chinese hackers because of its low cost & relatively weak cyber guardrails. — Bloomberg

[Simon Vance @SimonV_Global]

@OrevaZSN tongue said outside. HR heard it too

[Simon Vance @SimonV_Global]

@feyiszn that's not insomnia, that's origin story material

[Simon Vance @SimonV_Global]

@OpenAI pushing the frontier and cutting prices in the same line...okaaay👀

[Simon Vance @SimonV_Global]

@bhoomikacodes the job title nobody put on likedin: translation layer between an llm's output and what a manager will actually accept. that's most of what using ai at work means right now

[Simon Vance @SimonV_Global]

zuckeberg bought a 440 acre gothic castle in ireland, $23-35M, off-market. third tech billionaire to grab a big irish estate since 2021. meta cut 8,000 jobs three months ago.

[Simon Vance @SimonV_Global]

@claudeai an ai company built a school to teach people how to use the ai. fair, most of us are just figuring it out as we go

[Simon Vance @SimonV_Global]

every book i finish gets replaced by two i haven't started. not sure that's a system. feels like one though

[Simon Vance @SimonV_Global]

@IntCyberDigest a $29 tracker did more investigative work than amazon's entire pr department

[Simon Vance @SimonV_Global]

intel raised its stock offering to nearly $20b this week to build capacity for its next-gen node. confirmed customers for that node so far: one. tesla. that's the whole list.

[Simon Vance @SimonV_Global]

capability claims come with a benchmark table. the pricing claim comes with a single sentence. different amount of evidence behind each.

[SpaceXAI @SpaceXAI]

Introducing Grok 4.6.

It delivers frontier intelligence and is a significant improvement over Grok 4.5 at the same price.

[Simon Vance @SimonV_Global]

@EricBalchunas gen z: the stock market is too slow. also gen z: choose an asset class with a built-in hours edge instead. bold strategy