Hi! Welcome! I’m Johnny.
Building caisey.me!
Previously, at Adept (prev. computer use AI research lab exited to Amazon), Amazon Lab126, 23andMe, and Salesforce.
Latest
4 years of AI
Dynamism as a supercomputing race
Trust: why companies by software
Something Small is Happening
How to even keep up with explosive AI progress?
How AI Is Changing the Way Students Learn
OpenAI's road to become a hyperscaler
Power & Fab Capacity: Last Jigsaw Pieces in the Dash for Compute
Cut-throat AI competition, captive resources, Google's AI moat
A.I. usage surging across America
Crossroads Ahead: US Market Confidence Belies Historic Uncertainty in Economic Growth
Optimizely for Intelligence
GPT4.5: Good or not, its launch is good for the LLM serving business
Are frontier labs making 80+% gross margins on LLM inference?
DeepSeek: Compounding progress… delayed market reactions
Embracing the new era of computing, communication ... and energy
At the top of the learning curve for Generative AI
Renting clothes in Japan, "Speak Now", and Jobs
Bidenomics, AI money, problems for bankers
Taylor Swift boon for hotels? Masayoshi Son is back.
Full faith and credit of the United States
Responsible AI adoption at the world’s most systemically important bank
Business e-mail compromise (BEC): Super-charged by generative AI technologies
Despite Swedish housing rout, real estate website Hemnet continued to raise prices
US and European companies lean on Microsoft, Proofpoint to protect their inboxes
BJ’s Wholesale Club favored new gas stations in 2022
Email me when Elon Musk reactivates Donald Trump’s Twitter account
Hemnet Group AB (Long Investment Thesis)
Are Ellis Act withdrawals speculative in San Francisco?