Tyler James

AI at Google. Techno Optimist.
Follow along for tweets, threads, and insights on AI automation

[Tyler James @TyGame]

@HouseLowlights Shameless. Let's go Spurs!

[Tyler James @TyGame]

@washingtonpost Good advice! https://t.co/XQEOtiRQ0q has great resources for plastic free living

[Tyler James @TyGame]

@thegarybrecka https://t.co/XQEOtiRQ0q is a great resource for plastic free living

[Tyler James @TyGame]

@bryan_johnson Well done sir. https://t.co/XQEOtiRQ0q is a great resource for plastic free living

[Tyler James @TyGame]

@BrickCenter_ This might spark a catch and shoot revolution

[Tyler James @TyGame]

@amitisinvesting Can I short Sam Altman?

[Data Center Index @DataCenterIndex]

Someone explain to me why $MSFT has $80B of Azure orders it can't fulfill because of power. And people are still arguing about whether $VRT is overvalued. https://t.co/XA4jXbeJy0

[Tyler James @TyGame]

$INTC proving that CPU's still matter

[Data Center Index @DataCenterIndex]

Reviewing $INTC earnings.

DC and AI revenue up 22% YoY to $5.1B. $GOOGL locked in multi-gen CPU commitments two weeks before the call.

Agents need orchestration. CPUs are back.

https://t.co/zjYrBYOn6m

[Tyler James @TyGame]

@BenjaminDEKR Data

[Tyler James @TyGame]

@ryan_guttridge True. SpaceX wants that Cursor data.

Data that trains a model to be uniquely useful for a specific, valuable task. Cursor sees every completion, every refactor, and every chat from a million developers every day.

[Tyler James @TyGame]

@anandnk24 Agreed. SpaceX wants that Cursor data.

Data that trains a model to be uniquely useful for a specific, valuable task. Cursor sees every completion, every refactor, and every chat from a million developers every day.

[Tyler James @TyGame]

@cursor_ai SpaceX wants that Cursor data.

Data that trains a model to be uniquely useful for a specific, valuable task. Cursor sees every completion, every refactor, and every chat from a million developers every day.

[Tyler James @TyGame]

@SpaceX @cursor_ai SpaceX wants that Cursor data.

Data that trains a model to be uniquely useful for a specific, valuable task. Cursor sees every completion, every refactor, and every chat from a million developers every day.

[Tyler James @TyGame]

@jesse_vermeulen Spinup another conversation with a different Claude agent

[Tyler James @TyGame]

@CAgovernor Absolute clown

[Tyler James @TyGame]

@forgebitz Sad but true

[Tyler James @TyGame]

@thefox I'm a fan. Switching to this over TradingView.

Would like to be able to drag and drop to reorder names in my watchlist. Is that possible now?

[Tyler James @TyGame]

Here's the top 15 companies in terms of AI infrastructure capex guidance for 2026.

These companies are guiding to a combined $927B for FY26. Up 75% from last year.

$AMZN $200B+
$GOOG $175-185B
$META $115-135B
$MSFT $120B+.

The AI buildout is moving ridiculously fast.

[Tyler James @TyGame]

Another massive AI infrastructure deal between $META and $CRWV.

$CRWV will provide AI cloud capacity to $META through December 2032 for approximately $21 billion.

https://t.co/4Wz845T55O