Tim O'Brien

[Tim O'Brien @OBrienTweets]

@TailThatWagsDog https://t.co/CPPQo3wIQg

[Tim O'Brien @OBrienTweets]

@Reuters https://t.co/5lwLl2lFPn - who's paying attention?

[Tim O'Brien @OBrienTweets]

@andrewchen https://t.co/5lwLl2lFPn

[Tim O'Brien @OBrienTweets]

@ReutersBiz Worth monitoring https://t.co/5lwLl2lFPn

[Tim O'Brien @OBrienTweets]

@NVIDIAAIDev https://t.co/jpz8PsUZcn - Not even a question

[Tim O'Brien @OBrienTweets]

@WSJ The Street prices AI companies on revenue multiples.

While the underlying commodity — a unit of useful intelligence — has no standard measurement, no spot price, no term structure.

Everyone has a guess as to where we are going - Here is where we are - https://t.co/5lwLl2lFPn

[Tim O'Brien @OBrienTweets]

We're measuring this in real time. 16 frontier models, same tasks, same scoring, every day.

The spread today: $0.009 vs $1.35 to summarize the same 80K-token document. 150×.

The deflation is real but it's not uniform — it's a pricing gap hiding inside a commodity market.
https://t.co/Kmc7lv1AvB

[Tim O'Brien @OBrienTweets]

@nvidianewsroom The margin capture shifts from inference to orchestration. The GTC takeaway in one sentence. NVIDIA wants to own the OS layer for AI agents. I don't blame them - If they succeed, every model provider becomes an app running on NVIDIA's platform. #GTC #capabilitysecondsindex.com

[Tim O'Brien @OBrienTweets]

@nvidianewsroom Post
https://t.co/5lwLl2lFPn

7× more inference from the same silicon. Run the math on what that does to API pricing in 6 months...

Is every model provider is sitting on a margin compression time-bomb?

Have their investors not modeled this out? They will be

#GTC2026

[Tim O'Brien @OBrienTweets]

@PatMcAfeeShow Larry & Carrol’s in Oakland!

[Tim O'Brien @OBrienTweets]

@BFW When is it ok to start mentioning heintschel?

[Tim O'Brien @OBrienTweets]

@johnmellencamp Knicks in 7

[Tim O'Brien @OBrienTweets]

@Buccigross #bucciovertimechallenge Bratt / Svechnikov

[Tim O'Brien @OBrienTweets]

Lafreniere / Reinhart #bucciovertimechallenge

[NFL @NFL]

Bills players lay flowers at the memorial for victims of Saturday's targeted mass shooting against the Black community. (via @BuffaloBills)

[NBC Sports @NBCSports]

The overhead view makes Rich Strike's comeback for the upset @KentuckyDerby win look even more incredible. 😮

#KyDerby | @ChurchillDowns

[Tim O'Brien @OBrienTweets]

@NYCHBL @VytalizeHealth Thank you! We are only getting started!

[Tim O'Brien @OBrienTweets]

So incredibly proud of our team! I could not be more excited about what this capital will mean for our doctors and their patients. The future is bright for Vytalize Health!

#valuebasedcare #digitalhealth #healthcare

https://t.co/7jxyq1Y0dD

[Tim O'Brien @OBrienTweets]

The Monday after the #Masters may be the unofficial start of spring in New York