JEV….The Decision API…..’Nerd Snipes’ the model world.
The below is intended to be something of a quick and dirty……need to know….mental framing of…’JEV’. There is quite a lot of ..Don’t Know….about the future in terms of scale adoption, adaptation to process and end game…..but what we do know is that if you thought that the original…DeepSeek A Ha! Moment was important and…...
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MongoDB makes a statement…..Cloudflare echo’s ‘early AWS Parabolic’…Open AI enters the ring with ‘Dots’….
No pre-amble….lets get into it. CLOUDFLARE. It is Birthday Week all week….a week that traditionally has seen NET fire a …Product Bazooka…..like the launch of R2 storage a couple of years ago. That was in the building age when the company was putting together the ‘Primitives’ required to…Be a Cloud. So….this week might be so…...
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Mongo DB’s CEO….leaves for Meta after 11 months! What to think?
Yesterday the market was …Stunned….and yes I think the word is appropriate….when MongoDB CEO CJ Desai up and left to join Meta as Chief Enterprise Platform Officer. There was no transition or hand over…..he just left. Mongo DB is in my ‘MiniMag 4’ so this is a ‘thing’ to look at and cover….and it knocks…...
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JEV gets a mainstream head nod……as innovation takes centre stage……and…it is Cloudflare Birthday week.
A COLLISION IN THE GEEK-O-SPHERE. Happy Monday….this might be as comfortable as you get. Let me explain. I have a feeling that this is going to be a pretty ‘Geeky Week’….for a number of reasons…..and although the word…’Geeky’….usually means that generalists everywhere can heave a huge sigh of relief and assume that what follows is…...
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Zuck’s World just…Connects…and it is a cohesive vision that sets the bar very high for everybody else. Post Match analysis…Meta, Everpure, Aurora.
Lets get into it….. META. Most went into the Zuckerberg keynote last night expecting to seem some cool LLM stuff and some AI stuff and a bunch of Glasses. Wall Street went in hoping and probably expecting to get some numbers. How many Muse subscribers,? Whats the Subscription run rate…etc…things you can hug and hold…...
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JEV plays Doom…All you need to know. Watch it….Muse Day….Um….Directional ‘Tent Pissing’….The Apple Investor Dilemma…and…Remembering Newspapers as a warning.
It is Meta Connect Day……most are concentrating on that so its a good day to cover…Stuff that matters…delivered in short. So….Apologies straight up…..today might jump around but it covers a lot thats on my mind and is a look inside the noisy, messy space that is my …Head….reflecting that Tech in the age of AI…...
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Post 2: Fuuuuuucccccckkkkkkkkkk! …… Press your mental re-set and say…Hello to…JEV! ….All Change.
My apologies for the ‘Munch-ian’ scream in the title……but AI will do that to you! Just as you get a little bit comfortable with understanding…or at least thinking you understand….a facet of AI…Models, Hardware, Infrastructure, Usage, Methodology etc…..Some ‘Geek’ comes up with a new angle and totally changes the game! Some changes are immediately recognisable…...
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Post 1….What the hell happened there??!!……Notes from the edge….Everpure….Aurora….NET…..and….Amazon blocks Meta Muse.
Yesterday was a huge day……and for me here at…Around The Grounds Towers….the dull version is that it was a…..thesis confirming sort of a day! But what actually happened across the market and a range of stocks? The below …in no particular order….is what I think…..and which I have made pretty clear…I Hope! The collective of…...
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Zuckerberg’s grand plan. War has arrived for the…App Economy. An Army of Agents will swarm the…Establishment….and change…Everything. Make sure you get it.
Bottom Line Top: Zuckerberg’s deep rooted and visceral ‘dislike’ for Apple is well known and documented. It hinges on the fact that although Meta is the most powerful advertising network in the world….it is not a platform….and is therefore subject to being …”Messed’ …with by others. Tim Cook was so irritated that Facebook was generating…...
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Blow your Mind Friday……Grasp this…..Go lie down in a dark room! The….Boom!….Moment.
Bottom Line Top: WTF DAY!…..The age of the 1Bn User AI consumer app has arrived and it changes….EVERYTHING. In fact….1Bn don’t cut it or even scratch the surface…..you need to think bigger, much bigger……imagine if you will a world with 4bn Consumers and 1Bn Knowledge Workers each using a single Personal AI Agent…..That is SO…...
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