Dan O’Brien

President & COO @TheFuturumGroup

[Dan O’Brien @danOBtech]

@danielnewmanUV @DivesTech Extremely bullish 📈

[Daniel Newman @danielnewmanUV]

Caught up with $IREN Co-CEO Dan Roberts today after earnings. The ER largely spoke for itself, but it was good to get his read in on the continued momentum and positive progress on the business. Seeing short term agreements (3-6 month) reach $40 million/MW is a great reminder of the demand environment. Long term contracts coming in at $22 million/mw shows that the patience in signing deals is working. No doubt the market (read share price) is challenging for IREN because it feels very disconnected from the fundamentals. The company is no doubt focused on execution. Conversation reiterated my confidence in the business.

[Daniel Newman @danielnewmanUV]

Our equities research team @ETRnews led by @rolfbulk has updated its post-election capex forecast leaving our '27 estimate of $3.1 Trillion and our '28 estimate of $4.0 Trillion intact.
The range has been widened, but the overall view from our team is that the buildout is economically too important and in states like Texas it would backfire if democrat backed moratoriums or slowdowns hurt the economy, which is the largest factor in its midterm wins.
We ultimately believe we will see substantial renegotiation and concessions from data center builders to appease community concerns, but these will be solved.
What did change is that if alignment fails and projects cannot be revitalized our range for 28 could drop from $4.1 to $2.7 trillion. We don't see that as the likely scenario, but this is the downside at play.

[Dan O’Brien @danOBtech]

@SenSanders 🤡

[Dan O’Brien @danOBtech]

@RepYassAnsari 🤡

[Dan O’Brien @danOBtech]

@BrendanBurkeX Great perspective, Brendan, long term thesis very much intact

[Dan O’Brien @danOBtech]

@RamaswmySridhar Still amazing that this app is free

[Dan O’Brien @danOBtech]

@eastdakota @inafried 👀

[Dan O’Brien @danOBtech]

@StockSavvyShay Trading vs investing

[Dan O’Brien @danOBtech]

@danielnewmanUV Nonsense that NVDA will let CRWV falter. As good a backstop as there is.

[Dan O’Brien @danOBtech]

@danielnewmanUV Go team Futurum! Awesome for you to be part of this important ecosystem wide effort to drive continued semiconductor innovation, led by @Applied4Tech $AMAT

[Dan O’Brien @danOBtech]

@GavinSBaker @TheFuturumGroup And to the point on Ai infra impact...

[Dan O’Brien @danOBtech]

@GavinSBaker Open-weight AI adoption has made material progress in our ETR community survey of enteprise decision makers. @TheFuturumGroup

[Dan O’Brien @danOBtech]

Very interesting move, labor shakeup in the GSI space

[unusual_whales @unusual_whales]

BREAKING: The Labor Department has suspended 8 major tech and outsourcing firms from the PERM program, the first step toward sponsoring foreign workers for green cards.

The government will no longer accept new or process pending PERM applications from:

Cognizant
Infosys
Capgemini
Tata
Wipro
HCL
Microsoft
Adobe

Microsoft and Adobe were suspended over "multiple active federal investigations."

[Dan O’Brien @danOBtech]

@damnang2 You need a team to support you!

[Dan O’Brien @danOBtech]

Timely, model routing

[Elon Musk @elonmusk]

Important note regarding Grok @Bot:

Going forward, @SpaceX will use the best back end model for any given task, including Claude Opus 5.5, MidJourney, Suno and other leading APIs.

Whatever is most likely to give you the best outcome.

[Dan O’Brien @danOBtech]

Model routing, the systematic way of most efficiently matching model to task, is the path to driving AI ROI, by aligning inference cost to outcome value. Token caps are the short term answer, but model to task matching is the long term answer. Only a few vendors have the potential to solve this at the platform level and it will be an interesting battle ground to watch.

This isn’t dissimilar to the challenge enterprise technology leaders faced over the past decade, matching their workloads most efficiently to infrastructure across their hybrid, multi-cloud estates.

I’m excited about what @Signal_65 is doing with PINNACLE, because the data is being created to help tackle this problem at scale.

@ETRnews @TheFuturumGroup

[ETR @ETRnews]

59% of enterprises building AI apps now cap token usage to control inference costs.

In March it was 50%. No other cost-control method grew faster.

Data: ETR, a Futurum Group company

[Dan O’Brien @danOBtech]

@TheFuturumGroup 🚀

[The Futurum Group @TheFuturumGroup]

The challenge for technology companies is not a shortage of channels, content or campaigns. It is making every part of the GTM motion work together.

As pipeline expectations increase and buying journeys become more complex, fragmented execution creates friction between the story a company tells, the audiences it reaches and the demand it generates.

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗙𝘂𝘁𝘂𝗿𝘂𝗺 𝗠𝗲𝗱𝗶𝗮, 𝗚𝗧𝗠 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗯𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀.

It brings together four connected capabilities designed to carry that motion from attention to action:

🔹 𝗖𝗥𝗘𝗔𝗧𝗘 stories that matter.
🔹 𝗥𝗘𝗔𝗖𝗛 the right people.
🔹 𝗘𝗡𝗚𝗔𝗚𝗘 with credibility that sticks.
🔹 𝗔𝗖𝗧𝗜𝗩𝗔𝗧𝗘 demand you can act on.

Each capability has a role. Together, they create continuity from attention and visibility to trust and impact.

The result is a more connected approach to GTM execution, with each capability supporting what comes next.

Explore Futurum Media: https://t.co/fzKCbDJ0TM

#FuturumMedia #GTM #B2BMarketing