Investor, Former CFO, Math Fan. Not trying to be smart, working to not be too stupid🗞️👉https://xitter.gq/t.co/HmooOp3MS1 Not investment advice. Do your own DD.
Virginia, USA
Joined November 2019
- Tweets3.7K
- Following182
- Followers339
- Likes9.7K
NickeNumbers retweeted
"god when is meta ever going to launch muse voice they announced it forever ago"
muse:
🤖 Made with AI
NickeNumbers retweeted
GPU rental rates are climbing
AI stocks declined 50-60% in June-July due to technical reasons (over-extension), fundamentals are still intact.
Open source models are a net positive for AI proliferation and ecosystem. We've bought the AI dip.
NickeNumbers retweeted
We've seen this cycle before. Cloud scaled. Costs spiraled. FinOps was born.
AI is next.
That's why we built AI cost governance into @Snowflake CoCo, per-user quotas, real-time visibility, no new security model to manage.
Speed and governance, hand in hand. 🤝
snowflake.com/en/blog/snowfl…
🚀❄️
NickeNumbers retweeted
Will the Fed cut rates this year? | Episode 68 for the whole story. Link in bio 🎧
#TheRealEismanPlaybook #FinancePodcast #InvestingInsights
NickeNumbers retweeted
If you're building agents, either for internal tools or as part of your product, where are you hosting them?
25%AWS / GCP / Azure
44%Cloudflare
11%Vercel
20%Other (reply plz)
2,101 votes • Final results NickeNumbers retweeted
What happens when the Internet is no longer mostly used by humans, but by bots, AI agents, and machines?
Cloudflare co-founder and CEO Matthew Prince joins Matt Turck on The MAD Podcast to break down the shift to a machine-to-machine web.
Watch the full conversation: cfl.re/4vBh5D2
NickeNumbers retweeted
220M+ fully autonomous miles driven, and Waymo's safety performance remains remarkably consistent.
Even as we scaled into increasingly complex environments like airports and new cities, the safety benefits kept compounding.
Check out the full analysis on our Safety Data Hub: waymo.com/safety/impact/
NickeNumbers retweeted
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
NickeNumbers retweeted
🚨 New Episode: Can a "guiding" mission in the Strait of Hormuz actually keep oil flowing without sparking a wider conflict?
On the latest @NatSecMatters, @michaelallenJMA sits down with @edwardfishman of @CFR_org to unpack the Trump administration's "last-ditch" diplomatic and geoeconomic push on Iran. podcasts.apple.com/us/podcas…
NickeNumbers retweeted
Crafting a lightsaber is every Jedi's dream. For builders, it's the clean deployments, short stack traces, and pipelines that just work.
So from the Snowflake crew, and CoCo too, here’s to solid schemas, smooth workflows, and code that runs right the first time.
May the 4th be with you.
NickeNumbers retweeted
📢 New pod: AlphaTarget PULSE 🎙️
Topics discussed:
- AI
- TPUs + CPU's
- Big Tech Earnings
- AI Capex
- Stock market overview
youtu.be/04nI_qgiUew?si=BxNY…
NickeNumbers retweeted
🚨The ceasefire holds — but for how long? Former CENTCOM Commander Gen. (Ret.) Joseph Votel joins @michaelallenJMA to warn of a looming "escalation trap" as the U.S. and Iran navigate a fragile truce.
🔗 podcasts.apple.com/us/podcas…
NickeNumbers retweeted
We've just published a primer on Anthropic
You can read it below 👇
alphatarget.com/insights/ant…
NickeNumbers retweeted
📢 New pod - AlphaTarget PULSE 🎙️
Topics covered:
-Stock Market Rally
-Software Stocks Outlook & AI Tailwinds
-Anthropic’s Mythos & Why It Matters
-Cybersecurity Stocks
-Compute Challenges
-Long-Term Outlook for Anthropic
-AI IPO Risks
youtube.com/watch?v=Hr1SiSKu…
NickeNumbers retweeted
Saturday Poll.
The next 100 points for the S&P?
36%UP
64%DOWN
660 votes • Final results NickeNumbers retweeted
.@sundarpichai joined @eladgil and me in the Cheeky Pint pub. I was excited to get into Google in 2026: how AGI-pilled Google is, compute bottlenecks, fast AI products, $180b capex, the intelligence overhang at enterprises, and deciding capital allocation at a company overflowing with ideas.
NickeNumbers retweeted
📢 AlphaTarget PULSE - new episode is out 🎙️
-Middle East Conflict
-Technical Signals - Stock Market Bottom
-Oil Market Update
-AI Storage Demand OverviewÂ
-Google TurboQuant Algorithm
-Tech Sector Valuations Snapshot
-Hyperscalers Fundamentals
youtube.com/watch?v=6V0keEGv…
