Enterprise Operator. AI for companies that matter.
Joined February 2025
- Tweets837
- Following402
- Followers89
- Likes14.8K
Pinned Tweet
HPC fundamentals have always worked this way. It seems novel or counterintuitive only in the context of the last decade of hyper scale cloud vendors who had insane margins on compute because their customers were all I/O bound.
Jensen Huang says that Nvidia’s full AI infrastructure package (chip, networking, data centre) is so efficient that competitors can price their chips at $0 and Nvidia would still be the better option.
macOS 26 has a nasty semantic-index bug in corespotlightd for Apple Intelligence. it can fill up the disk and swamp a couple of cores.
My main programming language
1995 Turbo Pascal
1996 Visual Basic
1997 JavaScript
1998 JavaScript
1999 Visual Basic
2000 Java
2001 Java
2002 Java
2003 GWOT
2004 GWOT
2005 GWOT
2006 GWOT
2007 Java
2008 Java
2009 PL/SQL
2010 Ruby
2011 Obj C
2012 Obj C
2013 Obj C
2014 C#
2015 Java
2016 Ruby
2017 Ruby
2018 JavaScript
2019 TypeScript
2020 Go
2021 TypeScript
2022 TypeScript
2023 TypeScript
2024 TypeScript
2025 TypeScript
If BP/Exxon wanted new near term capital (probably not on the radar in this oil market) they could absolutely monetize stranded gas into dedicated GW to new datacenters. It would just have to be in weird remote places.
Every token possible will be purchased. and at any price. This changes nothing.
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗
The best part about "managing" coding agents is they don't spend hours arguing insignificant implementation details with each other like human engineers. You can't solve for everything up front. The biggest system constraints are often the ones nobody could have imagined.
Always keep a mix of small bills in the house when you have school age children. Tooth fairies and other odd uses for cash appear without warning.
People who think ai will replace programmers probably aren’t aware how much time we spend debugging code someone else wrote.
The most efficient bin packing algorithm is executed daily by downtown office workers filling the parking garage.
Interviewees: If I ask about *your* contribution and you use our time to tell the broader narrative behind your project and what "we" did, I don't know what your specific skills and capabilities are, but I'm glad to hear the team worked well together I guess.
Interviewees: Driving your own agenda on the call demonstrates your boldness, but it would have been nice to get my questions answered in our 30 minute initial screen.
Firms that sell to consulting firms seem to be completely oblivious to the fact the most valuable thing we have is the client relationship. If your thing attempts to own, control, or stand in for us it's an immediate no.
Ryan Marsh retweeted
Back when Linux sucked we all knew it sucked and everyone was quick to admit it was a hobby, a yak to shave. Then it got just a little better, barely useable, and tons of idiots ran around trying to get people to switch from actual functioning desktop operating systems and that’s what the small local model people remind me of.
A ticketing system has no business rules inherently unique to a company or industry.
Our cracked team just used Software Factory to rebuild and replace Jira in a little more than a month.
We first spent 3.5 weeks planning. This is Software Factory’s superpower.
It allowed our lead PM, Designer and Architect to thoughtfully describe and detail exactly what they wanted. Software Factory then did the heavy lifting in filling in the blanks and allowing our senior tech folks to sharpen the direction of what they wanted.
Then in 2.5 weeks 2.5 junior devs built a replacement.
This will launch as an updated Planner module inside of Software Factory on Tuesday.
It’s beautiful, clean and super useful.
Try it here: 8090.ai
