technology analyst, investor, father, foodie, erratic exerciser, expert procrastinator
Joined December 2011
- Tweets 638
- Following 367
- Followers 341
- Likes 375
169 Photos and videos
Apr 7
1/2 The @RonanFarrow @NewYorker exposé convinces me @sama is actually channeling four of the most iconic tech personalities of the past 50 years:
- Bill Gates (more business person than technologist)
- Steve Jobs (bending reality to fit his narrative and objectives)
(con’t.)
1
35
Apr 7
2/2
- Mark Zuckerberg (deceptive, ruthless, win-at-all-costs mentality)
- Adam Neumann (promising the world without the full game plan to get there)
If AI were asked to create the most invincible person to lead a company, it might have created Sam Altman.
55
Mar 23
This used to be known as @Uber Black. Now Black car trunks are full of drivers’ personal stuff, half of them can’t load our suitcases, and in places like Florida, some drivers are unable to communicate with us in English. Competition was overdue. @dkhos
bloomberg.com/news/articles/…
88
Feb 5
Big takeaway from hyperscaler earnings: @oracle is screwed. Don’t have the cash flow or bal sheet to compete at scale w/ @amazon @microsoft @Google. Also blew 100% on OpenAI - now no one else will make a big RPO deal on OCI. Cooked. @PythiaR @TechFundies @buccocapital $ORCL
2
216
Feb 5
Most important number from @amazon tonight was $244B RPO. That $44B seq increase was equal to the growth in RPO from Q4’23 to Q3’25 - two yrs of incremental backlog in ONE qtr! Fully explains capex guide. $AMZN @TechFundies @TMTLongShort @blondesnmoney
2
221
Jan 20
Time for some hard truths @JesseBWatters - @CharlesHurt is not cutting it as your stand-in. Awkward, low energy, no chemistry with guests. You lose us every time he sub hosts. Sorry. Give it some thought. P.S. You still da man!
1
64
Jan 15
This is my Dad. Born in 1926. Spending his 100th year on earth. Takes the road test every year to renew his IL driver’s license. He barely needed it today. Thx @elonmusk for giving us the gift of a great afternoon with FSD! @Tesla @wholemars @SawyerMerritt @teslacarsonly @turo
5
142
28 Sep 2025
Enjoyed @tmcgrathphilly’s @BostonMagazine story on negotiating. Plenty of insights. But Tom-pls leave your personal politics out of it. It undercuts your credibility. @Tesla’s EV competitors in much worse shape & $TSLA near new highs tells the real story.
bostonmagazine.com/longform/…
2
159
10 Sep 2025
"Larry Ellison has become the world’s richest person for the first time." Not true actually. On April 24, 2000, $MSFT fell 15% after a disappointing FQ2, and @larryellison surpassed @BillGates by $500m to top the list (net worth $50 bil). @MelinAnders
bloomberg.com/news/articles/…
1
137
18 Aug 2025
This move by @VersantMedia to rebrand @MSNBC will go down in the marketing Hall of Fame screwups alongside @dunkindonuts dropping “donuts” and @hbomax dropping Max. The peacock is globally recognizable without words. Destroying value already.
3
1
10
1,412
22 Jul 2025
Nice coverage of PLAN: Downtown zoning issues from @boston25 and @DrewKaredes. Hoping for a balanced outcome of housing, historic preservation, shadow protection, and small business support. @OnlyInBOS @BOSPreservation @FOPG @RevSpaces #LadderBlocks
boston25news.com/news/local/…
88
28 May 2025
…and the DSO and DIO are back on track, along with CFFO, as predicted. Not to mention China headwind remains a sideshow to exploding AI inference demand. $NVDA @dowdedward @FinanceLancelot @TechFundies
27 Feb 2025
Ed - see my reply yday re: hockey stick production ramp of Blackwell that created an end-of-qtr timing diff btw shipments (rev rec) and collections (prediction: reverses in Q1). And if anyone owns $NVDA for Chinese demand, that’s misguided and missing the secular big picture.
337
28 May 2025
Hearing it’s a fire that started on the roof of a building at Batterymarch and Milk streets. Now seems under control.
28 May 2025
Massive fire in the Wharf District area right now. @OnlyInBOS @wbz @wbznewsradio @BostonGlobe @bostonherald
160
28 May 2025
Massive fire in the Wharf District area right now. @OnlyInBOS @wbz @wbznewsradio @BostonGlobe @bostonherald
1
220
14 May 2025
Your move, Dunkin’ - I mean you even held onto the X handle. Take the L and get your brand mojo back. @dunkindonuts @universalhub
What is dead may never die. HBO Max coming this summer. Same app, new-ish name.
109
14 Mar 2025
Total lunar eclipse of the “blood moon” as just seen from Downtown Boston (shot w/ iPhone). Pretty cool. @universalhub @OnlyInBOS
4
422
26 Feb 2025
24 May 2024
My 2¢: CRPO was the only thing that wasn’t disappointing last print. True, that’s a pretty important metric. Bigger concern - the pullback in S&M hiring, given highly correlated to rev growth. They’ll ride price increase for a time but may not see 10% growth again after Q1.
3
360
13 Feb 2025
@DLineCap elevating $MSFT above U.S. credit is going to be seen as the #jumptheshark moment for US debt as @DOGE permanently pivots the country’s finances back to health. @elonmusk bloomberg.com/news/articles/…
1
96
10 Feb 2025
Final verdict on Super Bowl LIX:
Worst ever.
@Chiefs didn’t show up to play (even the refs couldn’t save them).
@kendricklamar doesn’t have the game to carry a halftime show.
@TomBrady had nothing insightful to say all night.
And the commercials sucked - every one of them.
1
10
636