James Wang

@jwangARK

Analyst . Current obsessions: AI, SaaS, μprocessors, immunotherapy, synthwave. Dreaming of electric sheep.

New York, NY
Vrijeme pridruživanja: travanj 2008.
885 fotografija ili videozapisa Fotografije i videozapisi

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  1. Prikvačeni tweet
    30. lis 2019.

    AI Chip Hunger Games – Oct 2019 Edition Updates: – Cerebras is sampling – Groq is sampling – Habana launched a training chip – Google launched Edge TPU

    7 replies 30 proslijeđenih tweetova 100 korisnika označava da im se sviđa
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  2. prije 14 sati

    Google has finally broken out cloud revenues: after a slow 2018, revenue growth accelerated to 53% y/y to reach ~$10B run rate under the new Cloud CEO Thomas Kurian. AWS decelerated in 2019, but lost only ~1% share to GCP. Azure likely gained the most share among the top 3.

    19 proslijeđenih tweetova 82 korisnika označavaju da im se sviđa
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  3. proslijedio/la je Tweet
    prije 18 sati

    “More people watch gaming and Esports than Netflix, HBO, Hulu and ESPN combined.” - and I had a great discussion w/ Roundhill Investments' CEO, Will Hershey, on esports and the new trends happenings in gaming. Check it out:

    1 reply 8 proslijeđenih tweetova 26 korisnika označava da im se sviđa
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  4. 31. sij

    A few years ago TensorFlow looked indomitable. Now it's on the verge of being overtaken by Pytorch. OpenAI just announced it's standardizing on Pytorch, joining the likes of Tesla, Nvidia, and FB. Google hoped TensorFlow would cement its lead in ML. It may soon be a liability.

    184 proslijeđena tweeta 759 korisnika označava da im se sviđa
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  5. 31. sij

    Amazon says it's extending server lifetime from 3 to 4 years, thus reducing depreciation expense. What are the implications here? - Lower utilization? - Reduced capex spend going forward? - Better margins?

    14 replies 9 proslijeđenih tweetova 44 korisnika označavaju da im se sviđa
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  6. 30. sij

    Correction: Box is the odd one out—down y/y.

    2 korisnika označavaju da im se sviđa
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  7. proslijedio/la je Tweet
    30. sij

    A firsthand account of TikTok's AI working its magic: I uploaded a few videos - pouring coffee, a pizza, rolled ice cream. Without typing in any description, TikTok recognized the main subject of each video and recommended songs celebrating coffee, pizza, and ice cream.

    3 proslijeđena tweeta 34 korisnika označavaju da im se sviđa
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  8. 30. sij

    Are big software bundles like Office 365 killing purebred SaaS products? Nope: Office 365 customers are buying more of {Slack, Zoom, Box} licenses every year. Also, Zoom's growth rate is just ridiculous

    6 replies 7 proslijeđenih tweetova 51 korisnik označava da mu se sviđa
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  9. proslijedio/la je Tweet
    30. sij

    In ~3 years SpaceX could have more satellites orbiting Earth than everyone else combined.

    8 replies 42 proslijeđena tweeta 193 korisnika označavaju da im se sviđa
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  10. 30. sij

    Isn’t this also a concession to the fact that there’s insufficient price elasticity of demand for cheaper launch vehicles?

    2 proslijeđena tweeta 28 korisnika označava da im se sviđa
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  11. 30. sij

    I don’t feel like people are making big enough of a deal of SpaceX launching *their own* satellites. That would be like if Apple started building their own cellphone towers around 2010.

    Falcon 9’s fourth launch of 60 Starlink satellites →
    20 replies 71 proslijeđeni tweet 539 korisnika označava da im se sviđa
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  12. 29. sij

    We will be interviewing Lululemon founder Chip Wilson on the FYI podcast. Send me your questions ⬇️

    2 proslijeđena tweeta 18 korisnika označava da im se sviđa
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  13. 29. sij

    If I hear one more person say "could you double click on that" meaning to explain further I'm going to click and drag that person to the trashcan.

    7 proslijeđenih tweetova 215 korisnika označava da im se sviđa
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  14. 27. sij

    Who should we have on next on the ARK FYI podcast?

    75 replies 5 proslijeđenih tweetova 55 korisnika označava da im se sviđa
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  15. 25. sij

    Apple’s magic is that it’s both art and business.

    If you create it for yourself, it’s art. If you create it for others, it’s business.
    5 replies 2 proslijeđena tweeta 73 korisnika označavaju da im se sviđa
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  16. 24. sij

    Cloud spending is back after a freeze in 2019. In Q3 Intel reported 3% growth in its cloud segment. This quarter, it grew by a whopping 48%. NVDA and AMD now have to deliver against some very high expectations.

    3 proslijeđena tweeta 26 korisnika označava da im se sviđa
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  17. 23. sij

    Why didn't Rackspace become AWS? In another universe, could they have been?

    15 replies 2 proslijeđena tweeta 26 korisnika označava da im se sviđa
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  18. 23. sij

    5 years of GAN progress (Using AI to create images from words like "dog", "pasta", "bubbles")

    1 reply 4 proslijeđena tweeta 36 korisnika označava da im se sviđa
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  19. 16. sij

    Investing based on consensus estimates is a great way to generate consensus returns. That's why we do our own forecasts. The EIA's forecast for EVs have been underwater every year for 5 years. Based on our battery cost model, we see 7m+ EVs by 2024—7x consensus.

    19 proslijeđenih tweetova 113 korisnika označava da im se sviđa
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  20. 16. sij

    In a world with 10,000 crypto currencies, bitcoin simply..refuses..to die. Maybe its unique combination of technical and 'belief' networks endows it with some durable value. How much? We slice it three ways and a $1T is not off the mark.

    14 proslijeđenih tweetova 70 korisnika označava da im se sviđa
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  21. 16. sij

    Between Venmo and Square Cash App, they have ~100m users—rivaling some of the largest US banks. Yet the markets values them at a huge discount to both traditional banking customers and private Fintech companies. When these customers grow up, so will their valuations.

    1 reply 8 proslijeđenih tweetova 77 korisnika označava da im se sviđa
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