Johan Feito

Technologico ergo sum.

[Johan Feito @johanfeito]

@Ed_Astronomy @martinvars Está genial. Como has llegado a estos sitios? Me gustaría buscar algunos por mi zona 🙏

[Johan Feito @johanfeito]

When you truly understand a customer’s pain

[The Scientific Lens @LensScientific]

“While spacewalking I realized something, I used to think I was scared of heights but now I know I was just scared of gravity.”

― Artemis II Astronaut Reid Wiseman

[Johan Feito @johanfeito]

@Gustingorriz @alo_oficial En su momento se dejaba ver bastante por Oviedo con el suyo - alguna vez me lo cruce por González Besada con el 🚗

[Johan Feito @johanfeito]

@poisonjr For this still wondering, the rain in Spain falls mainly in the coast.

[Johan Feito @johanfeito]

@JFV92 @erraticorunhes Creo que el problema es que solo es 1M de m2 y no 10M, más que la densidad. Tenemos las ciudades top densidad del mundo, no va mal algo de opciones.

[Johan Feito @johanfeito]

@robansuini @samuelgil @openclaw Ostras gracias, no me había enterado! A ver si hay suerte con la waitlist 🙌

[Johan Feito @johanfeito]

@elwatto Continuing with Cacaolat, even if all their competitors had the same tech, with 150 across all competitors (or whatever the number is) you’re already producing enough milk chocolate for the entire planet.

High technology leverage across the board in any industry means less jobs

[Johan Feito @johanfeito]

@elwatto I see your point, and agree. I’m making a slightly different one. This morning I went to the Cacaolat factory, the whole thing runs with 15 per shift. AI will reduce how many people work on each company, thus companies having less people-problems overall.

[Johan Feito @johanfeito]

Bookmarking @thedankoe is the modern equivalent of buying books and shelving them

[DAN KOE @thedankoe]

https://t.co/2b9xu8HBXY

[Johan Feito @johanfeito]

@sama I need more context. Please.

[Naval @naval]

Self-directed learning through AIs is an autodidact’s paradise.

[Johan Feito @johanfeito]

Most popular Go-To-Market frameworks have evaporated in no time.

[Yash Bhardwaj @ybhrdwj]

Tailwind lays of 75% of their team. the reason is so ironic:

> their css framework became extremely popular w AI coding agents, 75m downloads/mo
> that meant nobody would visit their docs where they promoted paid offerings
> resulting in 40% drop in traffic & 80% revenue loss

[Johan Feito @johanfeito]

Dealing with slack messages:

[Johan Feito @johanfeito]

@toni_pn Pues va a ser que hay CFOs (como el que describes), y 10x-CFOs.

Aunque creo que realmente hay CFOs, y administrativos con inflación de título 🤷

[Johan Feito @johanfeito]

@TheGoodKnowmad Poca broma. Todo lo que se perdió desde los Romanos que tardamos siglos en recuperar y lo que hemos perdido para siempre

[Johan Feito @johanfeito]

@elwatto Debería ser un red flag incluso a inversores. Es un mindset de Zero-Sum de libro.

Equity a empleados y con condiciones claras y justas es la base.

[Johan Feito @johanfeito]

It’s the other way around, they’re focusing on what makes their beer taste better.

They get to put all of their resources on building experiences on top of the models.

iPhone market share will only grow going forward.

[Aakash Gupta @aakashgupta]

Apple's $1B annual check to Google is the most expensive admission of defeat in tech history.

The company that builds custom silicon for everything just admitted they can't build a competitive LLM. Not at quality. Not at scale. Not at the speed the market requires. When you're Apple and you're paying someone else to power the most important consumer AI surface you control, you've lost the capability race.

This is surrender dressed as partnership.

Every previous "powered by" deal Apple's done has been in categories they chose not to compete in. Search, maps data, cellular modems. This is the first time they're paying for something in a category they desperately want to own but simply can't.

Google tripled enterprise API share in 24 months. From 5% to 18% (Menlo data).

The $1B for Siri integration comes from a position of strength, not desperation.

When your enterprise motion is working and you're gaining 4-5 percentage points per quarter, you can afford to play offense on consumer brand. Apple gets to avoid another Maps-level embarrassment. Google gets 300M+ daily impressions exactly when their enterprise numbers say they've earned it. The timing is perfect. By the time Gemini launches in Siri in 2026, Google's enterprise trajectory has them accelerating past 25% share and suddenly every laggard F500 buyer realizes they're about to be the last ones on the old stack.

The parameter count tells you everything about Google's actual infrastructure advantage. 1.2T parameters for a voice assistant working in real-time means their TPU optimization and serving infrastructure is multiple generations ahead of where anyone thought they were.

You can't fake that. Either your inference costs make it economically viable or they don't. Apple looked at their own silicon roadmap, looked at Google's serving costs at that parameter scale, and decided it was cheaper to pay $1B annually than to build the infrastructure themselves. Apple. The company with more cash than most countries. The company that spent a decade building the M-series chips specifically to own their entire stack. They ran the numbers and concluded that Google's infrastructure economics were better than anything they could build in the next three years.

The deal structure almost certainly has performance gates and swap rights. Apple's not locked in. Google is. But Google can afford to be locked in because the enterprise chart says they're already winning the game that matters. Apple gets optionality. Google gets proof their inference infrastructure scales to consumer latency requirements, plus user data to improve the model, plus brand awareness to match their enterprise momentum.

What makes this different from the search deal is that Google's approaching from a position of enterprise strength rather than monopoly defense. The search deal was "please don't build your own search engine." This deal is "we're winning enterprise and need consumer brand velocity to match." Apple sees the same Menlo chart everyone else does. They know Google's enterprise trajectory is real. The $1B is Google converting enterprise credibility into consumer distribution before anyone else figures out how to do the same thing.

Apple gets to save face. Google gets to win.

[Johan Feito @johanfeito]

Invest in yourself.
Your health. Skills. Hell, even in fun stuff as it may help with mental health.

[rohit @krishnanrohit]

S&P - all time highs
Gold - all time highs
Silver - all time highs
Mag 7 - oh god all time highs
Bitcoin - same
US home prices - record levels

I don’t know what to invest in anymore.