Jake Kaldenbaugh
@Jakewk
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Strategic CorpDev @DoiTInt. Chronically curious about how new tech creates real value. Probably overly focused on this. #Cloud #FinOps #CloudOps #DataOps
Silicon Valley, CA
Joined December 2008
@WSJmarkets Why don’t they just fix the app? Don’t they realize that Japanese will want a good app too?
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@rohanpaul_ai And JEMs suggest a shift from linear, token-by-token models (like GPT) toward a networked, retrieval- and reasoning-based AI, where intelligence emerges from a highly structured embedding space rather than brute-force sequence generation.
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@thogge When I was younger it would happen but then I learned how the laws of aero physics work and the reliability engineering of planes got me past that. Now I just wonder at man’s ability to master the physical world which allows us to ride on the shoulders of giants.
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How we learn is changing dramatically.
Last ~hour I built a custom LLM reader app so while I read Wealth of Nations I can ask questions about any paragraph. When you click a paragraph and "Ask" it calls an LLM, builds context window of what this is, copy pastes the full chapter, the paragraph, and the question. Works great.
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This aged well.
Palantir’s $PLTR valuation demonstrates a couple of things: 1. once a valuation detached from fundamentals, there’s no where it can’t go 2. Wall Street Bets’ anointed stocks have durable marginal buying that drives upward cascading short squeezes
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@John_Hempton @CCM_Brett Whose business model is more at risk from MT/LT disruption? I’d say AI is changing the architecture of search significantly whereas Apple still has no real threat on their phone leadership. Although it will be interesting to see if an AI phone contender emerges.
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@COYMFS1989 @buccocapital SoaceX: $20B budget, 138 launches, or $145MM per launch NASA: $22B budget, 14 launches, or $1,670MM per launch.
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@StayUNico8 @jasonscheer Henri was hungry for the opportunity - clear case of “put me in coach”.
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@JoshuaKushner Josh, what is the fundamental thesis for Oscar? What are the key levers and drivers of the business?
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