Dan O’Brien (@danobtech) 's Twitter Profile
Dan O’Brien

@danobtech

President & COO @TheFuturumGroup

ID: 1651730523687993344

linkhttps://www.linkedin.com/in/4danieljobrien calendar_today27-04-2023 23:30:35

340 Tweet

353 Followers

469 Following

Dan O’Brien (@danobtech) 's Twitter Profile Photo

If the Waymo carbots can handle sharing the road with Boston drivers and navigating our cow-path inspired “grid”, I will finally be a believer that physical AI is ready for primetime. #L4

Dan O’Brien (@danobtech) 's Twitter Profile Photo

Solid print, but investors likely wanted a bigger beat given the multiple premium. Decelerating y/y ARR growth with so much of the platformization opportunity still in front of $PANW likely also on investors minds

Dan O’Brien (@danobtech) 's Twitter Profile Photo

I lol’d at this one, enough truth to be funny Meta and Anthropic might take issue with the lack of inclusion? It seems like this group all get their moment in the sun for a few days or weeks, and then the cycle rolls on. Titans of tech playing the world’s most expensive game

Dan O’Brien (@danobtech) 's Twitter Profile Photo

I see the logic here The iPhone worked because of personalized Apps and a touch-based interface With AI progress, the possibility is there for personalized Agents and natural language-based interface

clem 🤗 (@clementdelangue) 's Twitter Profile Photo

If we're not seeing more economic impact of AI in terms of GDP growth, in my opinion, it's mostly because gains and controls are concentrated in a few companies (mostly big tech and a couple of big startups) because of the lack of open infrastructure, open science and open-source

Ray Wang (@rwang07) 's Twitter Profile Photo

🧵 Nomad Semi and I just published a 4,000‑word technical deep dive on HBM. A MUST READ—I can confidently say. We break down: 1) Bonding technologies behind HBM 2) Why and how  SK  Hynix has taken the lead. 3) China’s evolved HBM capabilities. /1 Link:

🧵 <a href="/MooreMorrisSemi/">Nomad Semi</a> and I just published a 4,000‑word technical deep dive on HBM. A MUST READ—I can confidently say. 

We break down: 1) Bonding technologies behind HBM 2) Why and how  SK  Hynix has taken the lead. 3) China’s evolved HBM capabilities.  /1

Link:
Daniel Newman (@danielnewmanuv) 's Twitter Profile Photo

Big News Alert: 🚨 I am incredibly excited to announce the launch of Futurum Equities Research as a new division of Futurum. As markets, policy, and technology continue to converge, our industry research, analysis and our market coverage has expanded to where we see a critical

Dan O’Brien (@danobtech) 's Twitter Profile Photo

Apple has always had a cult-like following. Looking at the event coverage from yesterday, folks are really starting to self-identify on whether they are in or out of the club. Apple has rarely been the first-mover on new technologies, they wait for maturity, convergence, and

Signal65 (@signal_65) 's Twitter Profile Photo

Our testing and analysis of the newly announced AMD Instinct MI355X GPU accelerator compares it to the NVIDIA B200 across a range of AI workloads, including DeepSeek-R1, where AMD can see up to a 50% performance advantage. Read the full report: signal65.com/research/ai/am…

Our testing and analysis of the newly announced <a href="/AMD/">AMD</a> Instinct MI355X GPU accelerator compares it to the NVIDIA B200 across a range of AI workloads, including DeepSeek-R1, where AMD can see up to a 50% performance advantage.

Read the full report: signal65.com/research/ai/am…
Dan O’Brien (@danobtech) 's Twitter Profile Photo

Can’t help but wonder if the outages impacting a large swath of the internet today are at all connected to the Israel-Iran conflict in the Middle East. Two well credentialed state actors in advanced cyber warfare. #cyber #outage Downdetector