man it’s scary to just write that but here it is: my ambition in 10 years is to be one of the GTM references in the world when it comes to ai deployments i’d like to be running a fund investing in startups/scaleups, advisor on GTM several companies, and whatever goes in that direction honestly i’m maybe delusional but fuck it i’ll try

i’m just amazed at the numbers i’m hearing on a weekly (!!) basis 25pb of storage here, 18pb there, we’re easily talking multi-million dollar opportunities coming in on a regular basis for a role like mine, it defo means big quotas (think easily $1-2m targets per sales rep) overall coming up to 3 months and pumped to be working here. a ramp is always tough and emotional but i feel i’m getting into the groove another pattern i’m seeing is around neoclouds and AI factories. most of the countries are investing hundreds of millions of capex into AI data centers you remember the crypto era in 2021 where you had the newest series b crypto fintech coming up? well that’s how it feels sometimes. not sure what it means aka bubble, is demand really there but take what you want out of it, it’s what’s happening in the field

anyone that likes london will tell you it’s a neutral landing point for pretty much anyone in the world speaks english (if not every language tbh), business-oriented and anyone can have a shot at corporate/building smth but the tough reality is you have tons of competition, people coming from all over the world to compete with you on that software engineer/sales/whatever role out there you’re looking for in a sense i’m happy i got into this world without knowing all that, naivety is a blessing in hindsight tldr you’re better be ready to hustle

was at a wedding this week-end and at some point AI got into conversations from the outside world, AI is a bubble, no doubt, but i think people are under-estimating the impact of the technology and over-indexing their judgement on the stock market valuations bubble in the stock market doesn’t mean smth isn’t happening. look at the dot com era top read article

i’ll be honest, i didn’t see that coming well that’s why we need open-source isn’t it?

openai and anthropic are 50x that valuation

oh hello

what i wish i had known earlier in my career working in tech for application companies and going down the stack toward deep tech/infra -way more versatility from use cases you'll be working on. you'll be working with a neocloud, a fintech and a fortune 500 all in one day. few places have that type of customer diversity -more money, more funding for infra companies than application ones. usually because they require a lot more R&D to even have an MVP. but more funding = way more fun for you as employee. you shoulda seen what 2021 and 2022 felt like...free money was smth special -more interesting deals. very relevant for my GTM peers. I can promise you buyers will look at you very differently if you're selling a foundational tech vs a nice-to-have -more career growth: you can easily go from an infra company/deep tech world to an application company, but the inverse is not necessarily true. you'll build more durable career skills by going the harder route does that mean every new grad should run toward deep tech? i guess not, i don't know? but that's my experience and from what i've seen around me in london/NYC, the above is very true

what shocked me when i started working with bigger orgs/enterprises is how irrational they can get i give you an example: many of them are going back on-prem to build AI data centers because everyone agrees (at industry level) that it's cheaper to build than renting out GPUs hosted in a cloud, that's the statement and all of a sudden, while they're building DCs, you'll have a new exec coming in, imposing a new mandate and all of a sudden, you'll have the whole org switching to cloud deployments, burning $$$$ by the tens of millions per year in cloud costs, and everyone wonders what happened that's shocking when you first witness it cause I defo believed ofc a big 50,000 employee company is only making rational decisions how could such a rich, well-resourced organisation make irrational decisions it doesn't make sense but then you realise the reality is more nuanced, companies are made of people and people are irrational in the GTM world, we often say "show me the incentives and i'll tell you the behavior" as in, tell me what does an individual stand to gain, and i'll predict what they'll be doing to achieve that it's very common when you think about it, in my example of a new exec coming in, they'll have potential $$$ bonuses to switch to cloud as opposed to on-prem, so guess what happens? they do switch the company to cloud, that's just how it works a question that i have on my mind personally, is as we see AI becoming more "decision-makers" in companies, are those behaviors going to change? are we going to see more rationalisation of organisations' behaviors? fun times coming ahead

honestly, i find so interesting that despite all the debates “are lines of code written a good measure of productivity”, anthropic still chooses to put that metric forward to basically say: look engineers are shipping much faster again i have a gut feeling many people will disagree with them aka maybe anthropic engineers are shopping THAT much quicker now, but for many orgs AI is still not yet translating into business value at the end of the day we need to track productivity so someone suggests a better metric

for some reason i feel although hallucination rates dropped down, the fact that 1/100 answers might be wrong creates a weird paranoia when i use AI for work

kinda wild how people are finding opus 4.8 so bad honestly to me it just feels like it keeps improving. i’m able to do way, way more now than just 1 year ago, not even comparable not sure what it means when you see anthropic ARR, clearly there seems to be a consensus that anthropic models dominate the enterprise space, although gpt5.5 is defo eating back some of it