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alanjacobson

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  1. Agentic AI requires compute that can't be measured in tokens alone (revenuemodel.ai)
    2 points 1
  2. Will Meta lose money by laying off 20% of its workforce?

    Meta is reportedly planning layoffs of up to 20% of its workforce as it ramps up spending on AI infrastructure. The assumption seems straightforward: fewer employees + more AI = higher efficiency and better margins. But…

    1 points 1
  3. AI costs are showing up before revenue in public cloud companies

    I’ve been looking at cost of revenue vs revenue growth across a group of AI-exposed public cloud and infrastructure companies. In several cases, cost of revenue is rising faster than revenue following AI rollout — in…

    3 points 3