CTO

Basic-Initiative-298

Anthropic needs a CEO that knows business. They have this insatiable demand for their product and they're not raising their prices. Dario is more fit for CTO.

WorstDeveloperEver

You're really underestimating it. Right now we're a team of 3 devs and we're shipping features as close to approx 75+ developers working full time. I've just used Codex Sol 6.1 xHigh yesterday to clear a full board of QA bugs in goal mode. Asked him to keep working until all bugs on the board are fixed, PR created, reasons and fixes are commented on the task. One master agent created like 7 sub agents and I've received around 70 pull requests in a few hours. Those PRs have really high quality of code. Fully unit tested, AI does QA using some specific skill and attaches screenshot of the UI to the PR. He had enough context on the references and he almost never makes a mistake if the prompt is good. I'm not kidding. I worked for some big companies in the past with hundreds of developers. Right now I'm more like CTO in this company and for a few 200 USD packages on chatgpt, we're probably saving 200k on developer salary costs. Last year it wasn't like this. AI was making a lot of mistakes. After Astra and Sol 6.1, AI one shots almost every big feature request or bug fixes. If our company would make millions on profits, I would honestly pay around 20k+ easily for this instead of hiring 5 senior devs. When you connect it with agents, references, agents, skills etc. they're a beast. If someone says otherwise, it means that they didn't go deep yet into AI or they don't know how to use it properly. 3 developers pushing around 200k lines of fully tested code every single day. Before, a developer would send around 1-2k lines for medium sized PRs and they would estimate it like 1-2 days. If I have to send UI to a client, before designers were working on Figma for weeks. Now I'm asking AI to "hallucinate" and generate 5x UI options (as images) and I just send them to stakeholders. Takes 2-3 minutes. Really, I would rather pay 20k for Chatgpt instead of hiring 4-5 developers... I know we'll be much much faster. I know it sounds bad, and I was also laid off many times in the last few years, but I accepted the new reality.

WorstDeveloperEver

You're really underestimating it. Right now we're a team of 3 devs and we're shipping features as close to approx 75+ developers working full time. I've just used Codex Sol 6.1 xHigh yesterday to clear a full board of QA bugs in goal mode. Asked him to keep working until all bugs on the board are fixed, PR created, reasons and fixes are commented on the task. One master agent created like 7 sub agents and I've received around 70 pull requests in a few hours. Those PRs have really high quality of code. Fully unit tested, AI does QA using some specific skill and attaches screenshot of the UI to the PR. He had enough context on the references and he almost never makes a mistake if the prompt is good. I'm not kidding. I worked for some big companies in the past with hundreds of developers. Right now I'm more like CTO in this company and for a few 200 USD packages on chatgpt, we're probably saving 200k on developer salary costs. Last year it wasn't like this. AI was making a lot of mistakes. After Astra and Sol 6.1, AI one shots almost every big feature request or bug fixes. If our company would make millions on profits, I would honestly pay around 20k+ easily for this instead of hiring 5 senior devs. When you connect it with agents, references, agents, skills etc. they're a beast. If someone says otherwise, it means that they didn't go deep yet into AI or they don't know how to use it properly. 3 developers pushing around 200k lines of fully tested code every single day. Before, a developer would send around 1-2k lines for medium sized PRs and they would estimate it like 1-2 days. If I have to send UI to a client, before designers were working on Figma for weeks. Now I'm asking AI to "hallucinate" and generate 5x UI options (as images) and I just send them to stakeholders. Takes 2-3 minutes. Really, I would rather pay 20k for Chatgpt instead of hiring 4-5 developers... I know we'll be much much faster. I know it sounds bad, and I was also laid off many times in the last few years, but I accepted the new reality.

SanDisk_Made_Me_Itch

Even a pre-arranged CRDO sale by CTO was enough to drop it by 6% premarket. Geez. Risk OFF market

Delicious_Put_5857

CLOUDFLARE CTO: PHP CHANGES ARE LIVE fixed?

Paul_Robert_

New ASTS CTO. So it pumps. But will the pump hold? I hope so 😭

Brief-Knowledge-629

My man, this is everywhere. Remote work dramatically shortened the length of the typical tech job, which was already prone to turnover. The new game; CTO finds a traditional but tech adjacent business that feels they are falling behind, promises to bring them into the future with agentic workflows. Spends the next year building a steaming pile of shit while planning their next branch swing.

zer00eyz

\>  its getting to a point where every 1$ spent on tokens gets you more than 1$ worth of economic output, Outside the circle of AI doing things around AI show me where this is happening? I will give you two softballs because they are the only two: 1 - Grindr is having success. But they were an already a strong engineering organization with a culture of experimentation. 2. Kraken Technologies - is using some AI but is mostly just a software spin off. There have been a lot of "attributions" to AI (Ikea, BofA) and a lot of "one time gains" that don't turn into "shows up every quarter in the margins". \> I don't know how you are so confident that demand stops outstripping supply ... I don't disagree that we may shift to more local, self hosted infrastructure in the future, there is just literally no way to get more power right now. I pointed you to a 100k system for 2 devs that plugs into a regular wall outlet and has a top of the line NVIDIA server chip in it. Or 40k of Mac studios that use less power. The shift is happening NOW and not at data center scale. The fact that I can even buy that NVIDIA chip says "data center market is saturated". Those systems are CapEx, they get accounted for over their lifetime of ownership: read 24-48 months. Congratulations CTO you just took 4k a month of variable spend and turned it into a nice 1000 a month per dev over the next 4 years. The accountants are happy and the bottom line looks better for a one time impact to your free cash flow. >**Business & Enterprise Scale:** Anthropic reports serving **over 300,000 business customers**, which includes enterprise API channels. Over 114,000 companies explicitly use Claude, and **75% of Anthropic's total revenue** comes directly from API and model usage.  Dont think this is going to be the way? Well meta is one of the first to start cutting back: [https://finance.yahoo.com/technology/article/meta-has-an-ai-advantage-openai-and-anthropic-cant-replicate-100000733.html](https://finance.yahoo.com/technology/article/meta-has-an-ai-advantage-openai-and-anthropic-cant-replicate-100000733.html) And every CTO with a dev blowing 4k a month is the first one looking for an off ramp. The people who are going to do this first, are the most valuable customers. \> there is just literally no way to get more power right now.  If this is REALLY a hard wall then the cost of Ram and Compute are going to drop like a stone. 10k MacBooks start running bleeding edge models - The expensive cloud compute is left to be "customer service bots" and they start looking way over priced to everyone involved. No matter how you slice it there is massive demand and a clear path to massive price pressure \> the whole point is that over time the same level of capability/intelligence/output, gets cheaper, 50 billion of payments a year on compute. Anthropic doesn't cover that right now. It needs its customers to spend 2x what they are today without using more than its allotted infrastructure. Based on its current margins it can cut prices roughly in half. Any more than that and it needs to find efficiency or spend more to earn more. None of that is realistic - they are going to go for an uber style rug pull - see "local agents"

zer00eyz

TSMC's who built the chips is 2x normal margins. Nvidia who sold the chips is 2x normal margins. The ram systems is 2-3x the normal margin. Core weave bought them with debt and 60 percent margins. Anthropic runs them at 70 percent margins. There is absolutely massive demand for ai - can Anthropic get to 85 billion in revenue to cover the 50 billion a year in commitments (take or pay) it has? Yes. Can anthropic sustain that? The 200 dollar a month subsidized API plan gets you about $1000 (api price) worth of tokens a week. It isn't quite enough to keep a full time developer busy but close, and it makes the math easy. An NVIDIA system that will push enough tokens to support 3-4 developers is $120K MSRP ($99k preorder). Realistically 2 devs can keep this machine busy all day, and as a bonus running over night. Does 100k of OPEX to Anthropic compete with 100K of CapEx that you can depreciate? The instant demand stops outstripping supply (and it will) that same system goes down to 60k and then 40k... At 60k most CTO's would buy 2, at 40 they would buy 3, because there are people in an org who can make use of large numbers of agents running concurrently. Concurrent agents that Andrej Karpathy is talking about in a [tweet](https://thenewstack.io/karpathy-levie-ai-capability-gap/) (Sorry cant link to X) just aren't worth it if your paying API prices but if you own your compute it starts to make more sense. NVIDIA does NOT have a lock on this market either - 40k (per developer) Of M5 Apple Studio (512MB) is already a target for quite a few organizations that want to curtail that 1000 dollar a week spend - and is going to put pressure on the previously listed NVIDIA system. Every org that is going to make heavy use of AI (the customers anthropic wants) is also going to realize that the day time needs of the users who use it less turns into a bigger pool of agents running concurrently outside business hours. Meanwhile someone else is going to build a core weave equivalent at half the price, putting pressure on anthropic's margins and commitments. All the big players (Meta, Alphabet, Amazon) have their own chips, made at TSMC, that cut out NVIDA (but still buy premium ram). All of them have their own "intelligence" offering that is going to be competing with Anthropic/OAI - And some of them (MS, Meta) are actively curtailing their use of anthropic - in favor of their own internal tools. They might not be as good, but that difference is so marginal when you are running a large number of them concurrently.

No-Paint-5726

Palantir CTO says employees started smoking cause AI is gonna cute cancer lol.

nethan365b

I hold no positions in either, and this is not financial advice. Here are the dated, checkable facts as I read them, so you can weigh the downside yourself. From SpaceX's own update (week of Oct 5): it agreed to buy a nationwide 800 MHz license portfolio of up to 14 MHz of paired spectrum, subject to final FCC approval, and the FCC approved its Starlink Mobile Gen2 constellation of up to 15,000 satellites optimised for 2 GHz. So the spectrum deal is not closed yet. On the other side, a Reddit post here cites a report that Brazil's Anatel granted both AST and Starlink 15x15 MHz of MSS S-band, which I haven't verified myself, and T-Mobile's CTO argued in a LinkedIn piece that owning spectrum is not the same as delivering indoor coverage and capacity (that is a competitor's opinion, not a fact). The things that would settle it are dated: the final FCC decision on the Grain deal (no date announced that I know of), and each company's next earnings dates, which I haven't seen confirmed. The risk for AST in the near term is commercial timing rather than whether the technology works; I'd want to see launch cadence and carrier revenue before trusting any long-term story. I keep a free list of dated company events and can share it if useful (disclosure: it's my site, Martian Alpha).

The_Greyscale

Nah, its a pretty common sentiment among investors (me included) that ASTS has fantastic tech that is hamstring by mediocre management that doesnt fully understand how to scale up or competently run a large public corporation vs a private startup. I still think they’re going to succeed despite themselves, but they would do so much faster and with much less pain if they sacked scott, hired a professional CEO with stock option incentives vs direct shares, and Abel moved to a CTO role where he could shine working with the tech.

Longjumping-Speed511

I agree that Anthropic's models are still the best, but open-weight models will catch up as improvements start to plateau. More importantly, from a business perspective, most people don't need top-of-the-line models. The average corporate employee pushing paper doesn't need Fable or even Opus to get the job done. Sonnet is more than enough. As a CTO running a startup, I'm a power user who's constantly building and leaning on the best models, but 99% of people aren't. Most old heads are still using the free version of ChatGPT lol.

MILL_123_1

$NVDA CTO Michael Kagan just spotlighted $NBIS for 15 minute node repair, early GB300 access and its move toward Vera Rubin calling what Nebius has built “worth paying attention to.”

ckreddituf

What’s the DD like? I have been researching and I want to enter Monday morning! CEO and CTO are legit!

Holiday-Ad3427

They recently announced a series of computing power contract, and their CTO is a PhD in quantum physics iirc. I see this stock has a lot of short postions, though. I am scared.

droe771

Nike doesn’t have a fucking CTO and outsources all their tech teams to India in order to “focus on the fundamentals”. 

sabatiel180

Insider selling. CTO

AggravatingCrow897

I created a task using ChatGpt scanning for job destruction. **⚠️ Job Destruction Watch — meaningful updat**e There’s **one development worth alerting you to**: AT&T⁠ is now unusually explicit about where automation is headed inside its workforce. Its CTO says AI/automation will eliminate work particularly among **middle managers and junior software developers**, while AI is being deployed across customer service, network operations and maintenance. AT&T has already cut its workforce by more than half over the past decade, although that longer decline also reflects legacy-network retirement and restructuring—not AI alone. That matters because it strengthens the pattern we’ve been watching: **routine white-collar work + junior technical work + administrative/management layers** are increasingly being targeted for productivity rather than simply traditional cost-cutting. It follows the recent Oracle⁠ cloud cuts affecting developers, program managers, infrastructure engineers and support staff. But today’s national data still **do not show broad labor-market destruction**. August JOLTS showed openings slipping from **7.34M → 7.08M**, with hiring still subdued, but layoffs actually declined and remained around **1.6M**. Initial unemployment claims are only about **197,000**, near their lowest since mid-July. So I’d move my assessment only slightly: **🟡 Sector-level displacement is becoming more concrete; economy-wide displacement is still unconfirmed.** The interesting change isn’t mass unemployment yet. It’s **companies explicitly identifying entire categories of work they expect AI/automation to reduce**, especially junior developers, customer support, routine IT/operations, administrative coordination and middle management. Meanwhile, the aggregate labor market is absorbing those losses surprisingly well. A new McKinsey analysis puts some scale around the longer-term possibility: roughly **11 million U.S. workers may need to change occupations by 2035**, with office support, retail and transportation among the likely losers—but it simultaneously projects substantial job creation elsewhere. That’s a forecast, not evidence that those losses have already happened. **Bottom line:** your “job destruction” thesis is gaining evidence at the **occupation/company level**, but the macro labor statistics still aren’t confirming the second stage—displaced workers accumulating fast enough to push claims, layoffs and unemployment materially higher. That’s the threshold I’d watch for next. TLDR: calls

ERhyne

Bro disney just hired their first CTO. They're gonna be fine.

One_Conflict_1987

There is logic to the argument that the current state represents the baseline of demand for those products, which are clearly mature. Anyone who wanted to switch to a substitute has done so. Corporate systems have to run MS Office, basically. It’s a safe choice for a CTO of a major corporation. And Excel is the hook for most.

nobertan

I think replacing the CTO with someone competent and not Mark's old lecturer's TA would be major.

Ready_Pen7712

It is more like Dreamer that they bought from ex Stripe CTO

EverydayNormalGrEEk

No joke I heard this back in 2023, from a CTO of a big Nordic TelCo. I was laid of 12 months later.

DEM_DRY_BONES

Interestingly the new trend going around LinkedIn is to merge CTO/CIO and CFO (read: let the CFO take over). So the question really is “how many tokens a CTO salary will buy”

AnalFelon

They can chop compensation off, and reduce refreshers. Open office in india and hire there after promoting a few more indian execx (CTO of compute is already building an org back home). A 5% layoff based on “low performers” in SF will make the $50 be a 3 billion profit next year. And it will only keep going up

ZCL_LAX_ATL

Sir this is a 2011 SugarCRM thread and you are about to lose your house. "Why pay Salesforce $150/seat when I can spin up Postgres for free" was said by every CTO with a Blackberry. Postgres is free. Salesforce is $300B. Sugar is a Wikipedia stub. I have personally been paid for 12 years to clean up the smoking craters of companies who tried this. I am the ATM. You are the gambler. The weights aren't the product regard. The weights are Postgres. The product is the 40 person team you now need to keep your GPUs from sitting at 30% utilization while your "open model is only 6 months behind" is 6 months behind on the one thing your sales team needs today. You didn't buy a server, you adopted a science project with a burn rate. And the trade itself: long NVDA, short AI. Bro. Who buys the shovels if the gold is worthless. Your long leg is your short leg wearing a hat. Also you can't short Anthropic, it's private, so your "short AI" is shorting MSFT and GOOG who are also the ones buying all the GPUs. You've constructed a position where both legs get liquidated at the same time. Impressive. Truly. Same thing happened in CRM. Bottom got crushed to $0 (HubSpot free tier, Zoho, 6000 Indian dev shops). Top got fatter. Basic inference goes to zero, frontier keeps pricing power, and the hardware guys running under Salesforce captured exactly none of it. Positions or ban. Mine is 12 years of Salesforce admin invoices and it prints every single time someone in this thread gets promoted to VP of Engineering.

Mynamesjd

It’s also a perfect scapegoat to layoffs without looking like you over hired / are losing profits. Blame the new AI and claim you’re going to be more efficient and pray your stock price doesn’t take a hit or rises. Corporate America is using AI and people are getting busier and a lot of orgs are still quietly hiring. A CTO I chatted with said in about 2-3 years we’ll see the tides turn back to hiring again and AI being just another tool. Time will tell but I see that more than mass layoffs.

Extension-Temporary4

Capstone Energy (CEPL) is a small, newly recapitalized power-equipment (turbines) company that has finally reached operating profitability — 9 consecutive quarters of EBITDA growth and the last few have shown a small positive NI ~$2.8 — with a potential data-center catalyst that is not yet reflected in the existing financials. Since the restructuring it went from an operating-loss business to an operating-profit business while simultaneously growing revenue 24% and gross profit 45%. Total revenue of ~$106mm. $20.4M of incremental revenue produced roughly $10.6M of incremental gross profit. That’s a ~52% incremental gross margin. And operating expenses barely moved: $28.9M → $30.5M . CEPL has a rental business that’s expanding. $7.8mm of future rental revenue & currently leased assets. Gross profits topped $8.8mm and operating cash flow generated $5.4 million in Q1 2027 (quarter ending June 30 — the reporting schedule is a little wacky). It has also been building up inventory, which is either a sign of a pending deal, or a sign of bad management (hopefully the former). Also worth noting, CEPL has been advertising data center related employment positions on hiring websites (e.g. data center engineers and planners). Market cap is roughly equal to the EV and it’s not because of debt; the company has sufficient cash to payoff its outstanding debt - $28.9mm in cash and about $25.5mm in debt.  As for its turbines, it does have a slight edge/moat. First, the air bearing technology reduces maintenance AND noise — the latter arguably being more important given the noise concern w/ data centers. Second, the turbines produce 800vdc power, no need to convert, which means cheaper and easier install. This directly targets the latest generation of Nvdia GPU’s which require 800vdc. Third, the turbines can run on a number of fuel sources, not just Nat gas. Fourth, they’ve been in business for over 30 years, they have real knowledge and experience, and a diversified revenue stream — sales, rentals, servicing of existing clients and relationships with existing/former clients. They provide on-sight power to oil and gas companies, BTM for hospitals and research centers, etc.  Fifth, despite some misinformation out there, the turbines are very efficiency. Capstone turbines recycle the heat from the turbine to power cooling systems. CEPL turbines are therefore able to achieve greater than 75% efficiency. Sixth, CEPL revamped its supply chain and production line. The company has run various simulations and pressure tested suppliers to ensure it can meet the demands of a 100mw DC. Apparently lead time is down to something like 3 days per turbine for production. With instillation, CEPL can supply power within a matter of weeks, not months or years. The marquee players have a backlog/lead time of of several years. With Capstone, there’s no waiting on converters, chillers, fuel cells, backlogs etc. During the last earnings call, CEPL strongly hinted that it‘s on the precipice of landing a DC deal. This is not an over hyped meme stock, or a pump and dump.  CEPL is careful with the language it uses. Some quotes from the last earnings call: “The types of deals now that we’re seeing, they’re moving into those phases that are more meaningful.” “When the customers start to do the real TCO models, we’re winning.” “It’s just a matter of time for us to march down the field and get some of these over the goal line.” And That “Some folks are just saying, ‘I don’t need a pilot, I just need megawatts.’” CEO mentioned that he is in talks with the “CTO of a major infrastructure player in the data center space.” Said mystery company is developing 1.5–3 MW sites, which is exactly who/what CEPL is targeting. And when asked whether this was an anchor customer, the CEO corrected the characterization “I don’t know if I would see that as an anchor customer as much as I would see it as an anchor partner.” So, coming full circle, we have a company with solid margins, a recapitalized balance sheet, a clean organizational chart/entity structure, a revamped supply chain, a new and improved production line, new leadership, new product offerings, low lead time, easy install, building inventory, advertising AI specific jobs . . . The only thing missing - sales. CEPL needs to show they can sell more than a unit or two per quarter, otherwise something is fundamentally wrong. Either the product is bad, or the sales team is bad. Either way, it could be fatal at this stage. CEPL is teetering on the edge. If we don’t see a significant increase in sales by the next ER, we run the very real risk of the share price falling below $5, and potential delisting.  It’s also worth noting that while debt is only $25.3mm, AP= $17.6mm, accrued expenses =   $3.8mm, salaries and wages   $3.2mm, accrued warranty reserve = ~$1mm, so total exposure is really closer $50.73mm. Plus $12.5mm in lease liabilities, $10.69 deferred revenue, $4.7 factory protection liability, $49.3 in inventory purchase commitments. Cash and receivables total $41.8mm. So a more complete picture reveals outlays indeed exceed cash and receivables.  A recent shelf offering gives CEPL access to capital if needed. But if CEPL needs to issue more shares to generate cash, and does so without some sort of major deal announcement to offset the dilution, the resulting dilution and selloff will be bad.  This is a company on the precipice of either great success or great failure. It cannot afford to fail again, since it just emerged from a restructuring. Capstone needs to drive sales growth in the next quarter or two. If it does, share price will explode. 

RBB12_Fisher

50k on ASX: CTO, VAL, ALK, and most importantly, URMOM

RefrigeratorTasty912

It's not just a "New" Deal... It is a selection from a "Global Automotive Group" for L3 in China, with multiple Brands targeted for SoP in Q4 2027. This is Arbe's market validation selection, and is a MAJOR deal. (Look at what happened with Aeva stock to understand that impact) I've been tracking Arbe since January of 2022. This deal isn't a rumor like Tesla between 2021\~2023. This isn't a "NVIDIA Collaboration" like CES 2025. This is a concrete market entry point, with a major Global Automotive Group (All Top 10 OEMs are considered "Groups" as they own multiple brands). Back in July of 2026, VW Group announced their L3 market SoP for China in for H2 2027. Sound familiar? Well... when CARIAD/CARIZON/VW Group posted the news release of this on LinkedIn, Arbe's executive management (CEO, CTO and Senior VP of Business Development) heavily engaged multiple posts. I instantly flagged this as "interesting"... How the language of Arbe's news release meets up: \-Global Automotive Group... check \-H2 2027 (Q4 2027 radars begin delivery)... check \-China... Check \-L3... check \-Multiple Brands... check Arbe has also been very consistent with their language... "Global" has typically referred to any Western/Legacy OEM outside of China, and any Chinese OEM win has specifically been labeled as a "Chinese OEM". This isn't Arbe's only recent win either... they are heavily involved with Defense (announcing a contract a couple months ago) as well as being a pre-certified sensor provider for NVIDIA Hyperion 10. Arbe's 360 degree solution (multiple Phoenix 48x48 radars per vehicle) has also been integrated into a 100 robotaxi fleet conducting in-road testing in the US... (Signs point to Nuro/LUCID's 100 robotaxi fleet using NVIDIA Hyperion 10)

HeathersZen

As a CTO, I am going to fire half my developers and force the remaining half to use this. I will then collect my generous performance bonus, and then quit and find a new job with more money by touting all my achievements before it all goes to shit.

sandals22222222

gopro stock going insane - TOGI JUST BOUGHT 1MIL SHARES ON TOP OF MARKIPLIER'S CTO

Extension-Temporary4

Capstone Energy (CEPL) is a small, newly recapitalized power-equipment (turbines) company that has finally reached operating profitability (9 consecutive quarters of EBITDA growth and the last few have shown a small positive NI ~$2.8), with a potential data-center catalyst that is not yet reflected in the existing financials. Since the restructuring they went  from an operating-loss business to an operating-profit business while simultaneously growing revenue 24% and gross profit 45%. Total revenue of ~$106mm.  $20.4M of incremental revenue produced roughly $10.6M of incremental gross profit. That’s a ~52% incremental gross margin. And operating expenses barely moved: $28.9M → $30.5M . Not only are they selling their turbines but they also have a rental business that’s expanding.  $5.4M of future minimum rental revenue from owned/financed assets, plus another $2.4M from leased assets.   As for its turbines, it does have a slight edge/moat. First, its air bearing technology reduces maintenance AND noise — the latter arguably being more important given the noise concern w/ data centers. Second, the turbines produce 800vdc power, no need to convert, which means cheaper and easier install. This directly targets the latest generation of Nvdia GPU’s which require 800vdc. Third, the turbines can run on a number of fuel sources, not just Nat gas. Fourth, they’ve been in business for over 30 years, they have real knowledge and experience, and a diversified revenue stream — not just rentals but clientele. They provide on-sight power to oil and gas companies, BTM for hospitals and research centers, etc.  fifth, despite some misinformation out there, the turbines are very efficiency. They recycle the heat to power the cooling systems. They’re able to reach over 75% efficiency, all in.  At the last earnings call, they STRONGLY hinted that they are on the precipice of landing a DC deal. This is not  an  over hyped meme stock, or a pump and dump, like NUAI.  They are VERY careful with the language they use. Some quotes from The last call: “The types of deals now that we’re seeing, they’re moving into those phases that are more meaningful.” “When the customers start to do the real TCO models, we’re winning.” “It’s just a matter of time for us to march down the field and get some of these over the goal line.” And That “Some folks are just saying, ‘I don’t need a pilot, I just need megawatts.’” CEO mentioned that he is in talks with the “CTO of a major infrastructure player in the data center space.” Said mystery company is developing 1.5–3 MW sites, which is exactly who/what CEPL is targeting. And when asked whether this was an anchor customer, the CEO corrected the characterization “I don’t know if I would see that as an anchor customer as much as I would see it as an anchor partner.”

Axentoke

My CTO sent me an email about Snowflake while I was reading this, so puts.

DoubleFamous5751

\> Urmson helped lead Carnegie Mellon’s autonomous-vehicle program, helped create Google’s self-driving project, and served as CTO of the organization that became Waymo. C Mellon nerds are a special brand of regarded autist 👌 I’ve take a Waymo 👌 Trucking pays drivers a lot and so many drivers are fucking tired and in high demand. Why am I vibing with this DD so much? https://preview.redd.it/o7dbqe128mlh1.jpeg?width=1080&format=pjpg&auto=webp&s=94bab30ae4c1bb36555eb643c5db1d8b7f6b9e0f

Non-mon-xiety

CRO left. COO left. CTO left. Product guy left. Fidji Simo left. That is not a normal level of ‘shakeup’ for a company that’s supposedly going to IPO as soon as the end of this year

insightful_pancake

Doesn’t have to be all for tax. It’s not that farfetched for the CTO of a company that IPOd at $95bn to have a big tax bill.

McOmghall

The CTO is called "Lie". You can't make this up.

SondeMarkets

There's real news behind it, it's not the pattern (if there is a pattern) failing. Their CTO left on the 20th with no successor named, before that it dropped about 6% on the AI eating software budgets story, and Kurtz was selling under a 10b5-1 the week before.

GlokzDNB

No, i've built my own dashboard based on my broker's export that shows how many trades failed and how old are they. By failing I mean negative alpha against SP500 etf as a benchmark (I know beta also matters but lets not dive into it here) So my strategy has 78% win ratio, which means around 4 in 5 trades i did in the last 5 years beat the sp500 as of today. I dont have daily data to measure how it changed over time unfortunately. And what I mean is that I buy a stock, and its a lose for first 3 months and then its a winner for 6 then today its either a winner or loser. I think this should be a huge philosophical question we all should have - should our trades quantify by the today's time horizon or it's still too early? Example could be crypto, I started averaging down while it was hot, now its -50% from it's highs and the alpha is even worse with sp500 rallying. Was crypto a bad trade? Yes, if it never recovers. No, if the bounce back will generate alpha over sp500 in the next 2/3/5/10 years horizon. Am I selling and saving as much as -60/-70% alpha on my trades? No, because I do not believe crypto already peaked and it will never return and get new ATH. So that's the first thing to settle, what does it mean for strategy to be effective, before we even dive into what the strategy is. With 78% winratio im sure my 'losing' trades can become winning in longer horizon and some trades can become winners in the long run (e.g. microsoft which i bought for 250$ and it has negative alpha even though they grow as crazy for 18 quarters in a row !!) Now the strategy itself: I seek for discounted high quality business that has good debt to equity, diversified revenue source, is a very known company, has moat, has big market share/is a leader in their category AND a real risk that makes it discounted or trading under 5/10/all time average P/E Then the hard job is to decide whether the risk is real and what would need to happen for the company to go back to their avg multiple. That's all. But the companies I seek for need to be within big trends / be discussed on reddit youtube or cnbc Examples of my winning trades: ASML - has long term moat, I bought dip on chinese export control. Even though it felt risky and expensive, my best trades are now at 300% return in less than 2 years. That was good trade for two reasons - I made a lot of money on it recovering its multiple but now I'll make even more on compounding as this company will grow anywhere from 10-15% over the next decade EVERY year. And that every is key here. Do the math. I already trimmed some because it got too much % in my portfolio, but thats the only reason and it was probably a mistake in this case but that what my risk control strategy forced me to do and probably some day it will save my ass even though i will cut N winners on the way GOOG - again, big moat and diversified revenue sources - I bought the antimonopoly case risk. Here's the power of individual investor, even though everyone knew the whole thing is BS, fund managers and pension funds couldnt buy that risk. Their policy wont let them buy risk of this level even if its so easy to debunk. That was long time before gemini proven to be a real frontier model, but I've watched closely what google does and who works for them. I would say easiest money I made but I made easier in the next chapter PANW - saaspocalypse was such a great opportunity and it is my best alpha net gain so far. I had better returns but only with 1-2% of portfolio, this was >5% bet that landed 150% in just 3 months. I looked at the whole thing and there were few opportunities - atlassian/now/crm/adbe. But I couldn't tell whether the risk of AI reducing white collar jobs is real or not. I know these companies wont be replaced by vibecoded apps, but I couldnt say if the amount of seats they sell wont go down and they were all very expensive/burning money to drive the revenue. Adobe was cheapest but the risk there is biggest, its the first company that comes to my mind what is next kodak. So the only sector within saas that didnt had this risk was cybersecurity. In 2020's covid era, there was one interesting phenomenon - all investments been cut, except cybersec. This lead me to what is currently said aloud in CNBC - there will not be a single CTO or CEO saying, oh lets cut on our cybersec spending, even if AI is another layer of defense. Nobody will risk cybersec attack with cost saving. Its the last thing where you look for savings, a single mistake could turn a great business into a dead/struggling company for years. It was easiest to call BS on all these anthropic bulls. I was just buying dips and kept buying and caught the bottom of the bottom and the dips of dips of dips. MSFT - been buying it for a long time, but as I mentioned, i started buying it when chatgpt came out for 250$, then sold some for 520 before it went down to 350$. So the part where my strategy played out greatly is buying the openai proxy discount. MSFT was punished for anthropic and google catching up. But what people do not realize, openai, anthropic and google deep mind are AI factories. The model is just a product and honestly, the pace of releasing new products is crazy. Its not like a smartphone once a year, its literally once every 2-3 months. We get 4 new iphone models per year to compete with each other. Now - would apple be dead if Samsung produced 1 or 2 flagship models that are better than iphones? That's a real risk if the trend continues, but question is - are both growing? What it both apple and samsung both sold more and more devices ? Is that a risk for microsoft ? They invested 10B into something thats now worth 50 in just few years. Is anthropic getting more market share in 10 years? Maybe, maybe not. To me important fact was that MSFT is only partially exposed to that but the punishment was not proportional to their whole business. But I also discredit the risk of openai being a bad investment. IMO if private funds run out, gov will pour money because AI = cybersec = military = global dominance and cold war 2.0. People compare AI buildout to dot com bubble or railroads buildout. To me its a cold war arm's race, people just didn't realize in 1960 that this race will last for so long or how it will end. Its the same here, the ai race will last decades and people today dont even realize the stake. This is not a private investment into a technology (smartphones), this is a national security / world order of 21st century being determined through tech race. Now funded both by public and private money (China subsidizes as it can, while US still keeps it private). Just look what happened to Intel in the last year since its become a national security issue. AI pact starts with sentence *"The United States is in a race to achieve global dominance in artificial intelligence".* People do not see AI as a weapon/military technology but it's literally that. It wouldn't' be 50 years ago, but in 2026 everything is now virtual including all their money and big chunk of world's economy. 50 years ago factories could be only destroyed with missiles. Now they can be destroyed with cyber attack. And I have more and more of these just not enough time to explain. All these companies are very high quality, have moats, most have diversified revenue streams, have been trading at discounted p/e multiples, i've analyzed risks not companies, nobody ever questioned if they were good companies - markets just discounted the future which I found to be a one big BS.

Tate-s-ExitLiquidity

I miss the good ol times when outages happened and even the CTO himself didn't know

ChemicalAwareness800

Honestly, you dont understand the dynamic of what cloud SAAS brings to the table. When you are a CTO and/or CFO and you consider the millions of dollars your company has been spending annually on maintaining and upgrading your ERP software and companies like Workday pop up, you don;t care what your end users think of it. It does the job at a fraction of the cost. moving your company from costly maintenance and annual upgrades to a browser based, cloud based, weekly upgraded system for a fraction of the cost is REALLLY appealing. Thats workdays bread and butter

coinainewsglobal

Bhai, I completely get where you're coming from. Watching BTC go sideways while the S&P rips to ATHs is mentally brutal. FOMO is real, and it's one of the hardest emotions to trade against. But before you pull the trigger on DCA-ing out, here's a perspective based on data and recent market trends: 1. The divergence is actually widening right now. Over the last 90 days, Bitcoin dropped \~20% while the S&P 500 rose \~5%. This kind of extreme underperformance has historically been a buy signal for Bitcoin, not a sell signal. BlackRock recently called this divergence "healthy" for Bitcoin's diversification thesis. 2. The Quantum Threat isn't a sell-now event. I know quantum is scary, but even Trezor's CTO says the probability of a cryptographically relevant quantum computer in the next 5-10 years is "basically non-zero" but that the industry is already preparing post-quantum solutions. Bitcoin's decentralized nature can adapt; it just needs a fork. This isn't a "tank tomorrow" risk. 3. You're essentially selling low to buy high. Not financial advice, but the data shows that selling during "Extreme Fear" and buying during "Greed" is historically profitable. You're literally doing the opposite right now. If you still want to rotate, at least consider a structured approach. DCA-ing out 10% per month is smart to avoid slippage, but maybe wait for a relief bounce in BTC before executing the first sell. I've been tracking this divergence closely. Wrote a bit about the macro picture and how it's affecting asset allocation here: https://www.coinainews.com. Might help you decide your entry/exit levels.

SpyBagholder

CTO for my big company gets on a investor call and says: “Among our competitors and frankly ourselves AI seems to not be working as expected” It’s the top

ResidentWeevil1

A cost and build time reducer of what? If customers don't care, why are they spending the tokens? Not a single CTO fan explain what they are actually doing with LLMs but several have come out and said meh

SuccessfulSir9611

Can you convince our CTO to remove it ?

PeacefulSwifties

How to sell a MEME Coin for USD Cash.  First, why even sell. 500 MEME coins are created in a day. Only 10 survives a day. All new MEME coins, dies on day three. The survival of a MEME is directly tied to its name, and the developer. Few developers have good history with the community and they do the right thing like CMC/CG cex LSTING. How to sell, log on to phantom wallet, SWAP the MEME back to SOL, if you swapped, and don’t see sol, most likely you made a mistake and swapped to USDC, swap USDC to sol. At this point, send sol to Coinbase or robin hood, and sell sol to USD, and withdrawal funds back to bank. TIP: If you believe, your MEME is good and stagnant, wait till CTO, and see if a good Dev can make changes  GTA is moving so fast BVEaDToN2Ufn8m1Jnqy8rtwwCiiMC7JcFtvmKPxTpump OLMOST 1MIL, MC

methylaminebb

It’s not expected to be long term. It was a model improvement that ended up taking the Axon market down and probably related to their CTO transition more than AppLovin would care to admit

Paul_Robert_

ASTS CTO: *sells stock in pre-planned move* ASTS: PUMP IT 📈

Emotional_Inside4804

lemao, i am sure you are making strategic decisions for a living. >They are subsidizing our use and I’ll take full advantage. This is how every CEO/CIO/CTO should think. It's not like the last 10-15 years have shown what the consequences of moving to the cloud were in regards of lock-ins. what a clown take.

GoonSquadCommand

How to speed run becoming a billionaire First: Be super smart (fuck) Second: Become CTO of a Trillion dollar company (dammit) Third: Quit and create your own AI company (easy enough) Fourth: Create massive hype for AI company (sure thing) Fifth: Sell your AI startup to the trillion dollar company you left (pfft no problem) Bam… Easy billionaire status Come on folks, everyone can do it

Designer-Airport-899

I’m just curious why you are such an avid poster against this company? The way you talk about the company and the CTO makes me think you may have some anger towards them.

Possible_Step_2039

$MAAS' new CTO https://www.maaseai.com/en/news/maas-appoints-dr-zhifeng-li-as-chief-technology-officer-to-lead-ai-technology-strategy-and-platform-innovation

Possible_Step_2039

$MAAS' new CTO

Wallbreaker_Berlin

You didn't ask that. My scientific knowledge of nuclear fusion means I understand that their claims are impossible. Their CTO is cuckoo.

-sakuranbo

I think most enterprises prioritize data retention (i.e. company IP doesn't get stolen) and audit logs (i.e. employees don't use their work accounts for personal projects). Another important thing would be contracts. e.g. at my current workplace, there's been a push to experiment with Anthropic models, but the CTO office has a deal with OpenAI and it'd be a waste of money to switch off oai models before that contract expires. We did evaluate DeepSeek at one point and decided against it, but only because they explicitly train on your input tokens (and say so in their usage agreement). Lastly, I know a handful of startups that are using models like GLM 5.2, and some of them, to achieve high throughput, even adopt Cerebras-hosted GLM 4.7 and serve directly to customers. EU businesses are often anal about data sovereignty and demand processing done not only in the EU, but in their specific slice of the EU. Mistral serves this niche very well, even though next to nobody in America knows or remembers about them.

Brilliant_Voice1126

Yeah. But physics. These national labs don’t do these big projects as a conspiracy to waste tax dollars. It’s because of physics limitations - like maintaining heavy plasma in suspension, protecting electromagnets from neutron bombardment, maintaining cryo systems inches from a heat source many times hotter than the sun, sustaining these reactions, net energy. Thinking this CTO somehow has the solution is magical thinking. It’s greed overwhelming rational thought.

Brilliant_Voice1126

Smaller is the problem. You can achieve ignition on a small scale, like they did in Princeton in 1951. The reason that didn’t turn into power is that you have to sustain a reaction - like ITER and china, or create repeat ignitions like NIF. That means big engineering issues. This is a national scale, even world scale engineering problem. It’s not going to be solved by a pennystock with an unglued CTO. I’m sure he thinks he can, he thinks theres Martians after all, I doubt he lets facts get in his way. And I’m dure their CEO, having narrowly avoided jail for backdating options in aughts sees this as a better scam.

Brilliant_Voice1126

These guys havent dont shit. They found a fellow crank with a lab at tech. When you look at actual fusion projects by serious scientists with national funding you see magnets the size of football fields and billion dollar budgets. https://www.msn.com/en-in/news/techandscience/what-is-the-breakthrough-in-china-s-artificial-sun-project-a-65-tesla-magnet/ar-AA28WixL They’re not solving this in a lab on the cheap led by a UFOlogist CTO. Worse , they’ll keep publishing good news and “positive results” because they’re scamming but theyll never produce a mW of power. This is Theranos all over again. Big promises, but scientific impossibility.

howtoheretic

I've invest and am now the CTO of a Kenyan POS startup similar to Square and Toast and being in this space has taught me that you literally have to just know people involved directly. I've watched fintech in Africa explode for the past decade and there really is no good easy option for getting involved. A lot of money is either in Africa proper so you have to essentially be there to get involved or you have to be connected to specialized orgs in America which cost big money to really be involved with. It's a space with massive potential and especially in certain countries like Kenya the government has stabilized to the degree that investment can start to pay off but it's so early on that foreign money requires a lot of convincing and from my experience is highly localized to the black community in the states. In my company specifically we have ground game in Kenya and the US as a sort of growth vs stable income strategy but that's really only possible because of the nature of the product. For retail, actually good African investments are still probably a decade a way from being accessible outside of thing similar to what I've mentioned.

TheLostTheory

Why is this a thing everywhere I go too? i thought the whole point of the cloud was to allow techies to be more self-serve with governance baked into it. Should make multi-cloud seamless, but instead we're committed to whichever cloud provider the CTO plays golf with the most.

AwkwardTraveler

TradeRadar is up and coming and does this. The platform is really awesome and the CTO/CEO actively engage the community for feedback

AwkwardTraveler

TradeRadar is up and coming and does this. The platform is really awesome and the CTO/CEO actively engage the community for feedback

RedPlumpTomato

My AI Slop Analysis: AMFN -- HARD AVOID One-liner verdict HARD AVOID. American Fusion Inc. is a 26-year-old shell corpse that got Weekend at Bernie's'd into a fusion energy concept in March 2026, slapped a ticker change on it, and is now trading at half a billion dollars in market cap on ninety-nine thousand dollars in actual cash -- enough to cover their operating burn for about 22 days before somebody has to print more shares and start the whole sorry dilution treadmill over again. --- Three names, zero businesses, one very tired shell. This company was born in the nineties as Tech Laboratories Inc. and proceeded to accomplish absolutely fuck-all for a quarter century before becoming Renewal Fuels Inc. -- another concept that dissolved into the OTC ether -- before finally landing its third identity as American Fusion Inc. in March 2026, roughly 72 hours after completing a reverse merger with a private entity called Kepler Fusion Technologies on February 27. That reverse merger is where a pre-revenue helium-3 fusion concept called Texatron got stapled to a zombie ticker and handed a nearly three-billion-share float, which is not how legitimately transformative fusion energy companies typically launch themselves into the world. The management team assembled to steward this corporate rebranding was not some seasoned deep-tech VC consortium flush with strategic capital. It was one guy holding every C-suite title simultaneously -- CEO, President, Secretary, Treasurer, AND Director, a full royal flush of corporate governance in a single pair of hands -- who has not spent a single goddamn dollar of his own cash buying open-market shares in over two years of running this company. A Costello-shaped hole in the cap table. The share count story for AMFN is genuinely unhinged, and you need to understand it before you think about touching this ticker. The 10-Q for Q1 2026 shows 2,997,301,029 shares issued and outstanding on the balance sheet as of March 31 -- call it roughly three billion shares -- which at the current price of $0.1671 makes the market cap approximately $500.8 million. That alone should give you pause. But Note 10 of the same filing discloses a subsequent event that is wild even by OTC pink-sheet standards: a court-ordered cancellation of 1,683,000,000 shares tied to a dispute involving Justin Costello, the prior RNWF-era operator who pleaded guilty in January 2023 to federal securities fraud for running a $35 million pump-and-dump scheme -- posing as a Harvard MBA billionaire war veteran to systematically defraud retail investors across a web of OTC shells. A federal court nuked 1.683 billion of his shares. By the May 20, 2026 filing date, the cover-page share count had dropped to 1,636,801,029. But here is the part that tells you exactly what kind of operation you are looking at: between the court cancellation and that cover-page date, the current management had already issued approximately 322 million fresh new shares. The court blew up a billion and a half Costello ghost shares, and the new team's immediate institutional response was to dilute right back up. This is not an accident. This is the whole business model. Twenty-two days of runway and a share printer. At March 31, 2026, American Fusion had $99,594 in the bank. Their Q1 operating cash outflow was $415,931. Their net loss for the quarter was $669,750 -- more than six times what they lost in Q1 the prior year -- because now they carry public-company overhead: patent filings, IR marketing, compensation, and a physicist on salary developing technology that has produced zero prototype test results, zero third-party validation, and zero published test data. That $99k is not a strategic reserve. It is a rounding error with delusions of grandeur. The only reason this company breathes as a going concern is that they raised $513,000 in Q1 through unregistered stock sales, and a May 6, 2026 8-K shows they were back at the trough immediately with a new material agreement AND a dilution event in the same filing. Add up what the market is actually buying: roughly $500.8 million in market cap, plus $491K in debt, minus $99K in cash, gives you an enterprise value of approximately $501.2 million for a company with no revenue, no prototype, and 22 days of runway. The CTO has real credentials, a real plasma physics career, and a published theory about nuclear war on Mars. Dr. John E. Brandenburg holds a legitimate PhD from UC Davis, spent real time at Lawrence Livermore and Sandia National Laboratories, carried Top Secret clearances, and built a decades-long plasma physics career. He is also publicly and on-the-record the author of a theory that ancient nuclear weapons annihilated a Martian civilization. He presented at a Fermilab conference on July 23, 2026 -- a real venue -- and American Fusion's own accompanying press release felt morally obligated to include the sentence that participation "does not constitute scientific validation or endorsement of the technology." When your own promotional material preemptively disclaims scientific endorsement for the thing you are promoting, you have reached an entirely new tier of accidental corporate honesty. The Texatron concept is an idea wearing a patent portfolio as a costume, and ideas in patent-portfolio costumes do not deserve half-billion-dollar market caps at development stage. The catalysts have already fired, and you are standing behind the confetti. The July 23 Fermilab presentation and the Texas Tech Testing referenced in the concurrent news release were the freshest catalysts in this story -- and the market had already taken the stock on a nearly 60% single-day rip to approximately $0.20 on July 21 before handing back about 16.5% to settle at current levels. That move is done. If you are looking at AMFN right now thinking you are getting in front of a catalyst, you are literally standing behind the curtain trying to catch confetti after the party ended. There are no upcoming binary events on the calendar -- no dated readouts, no FDA gates, no earnings inflection, nothing concrete on the horizon. You are post-pump and post-peak, sitting at the part of the chart where early buyers are deciding whether to hand their bags to you (3/3) One hundred and sixty-seven thousand percent, and the crowd already did its job. The stock's 52-week low is $0.0001. At $0.1671 today, that is a 167,000% move -- a number so cosmically stupid it wraps back around to being clarifying about what this thing actually is. Penny-stock communities have been flooded with explicitly promotional language around AMFN, breathless comparisons to legitimately funded private fusion companies that have nothing substantive to do with this ticker, and the classic "you still have time to get in" energy that means, with zero ambiguity, that someone who got in cheaper wants you to fund their exit. A sentiment alert on this name fired in mid-July at $0.079, and the stock subsequently peaked at approximately $0.20 -- a 153% move from that alert price. That move is in the books. There is not a single institutional shareholder in this company. Not one fund has touched it. The people who got paid on AMFN got in at sub-pennies, and the only remaining question is who writes their exit check. VERDICT: HARD AVOID. American Fusion Inc. is a zombie shell with three names and zero businesses that stuffed a physics concept with no test results into a nearly three-billion-share float, handed it to a one-man management operation that hasn't spent a cent of its own cash on the stock it runs, carries the legacy of a convicted federal fraudster baked into its corporate DNA, has 22 days of cash left as of its last filing, and is valued at north of half a billion dollars on the strength of promotional press releases and a retail crowd that already ran it 167,000% from the 52-week low. The pump is done. The catalysts have fired. There is no fundamental thesis here. Stay far the fuck away. .

Wallbreaker_Berlin

The CTO believes there was a civilisation on mars destroyed by nuclear attacks. My industry contact says the science doesn't check out, not "maybe they found a way" but straight up order of magnitude out. He3 wouldn't even be economical. Be sensible

NitroglycerinRecipe

Space Z is hiring. We need a CFO and CTO?

spacedragon13

Technical director at global IT services company and we are doing a dozen of these SaaS rebuild projects for enterprise companies and scoping a dozen more. Still work hands on while overseeing 20+ projects. One client is one of the biggest dataset providers and I get to see evaluation pipelines model by model for development. I was on a panel with CTO of the largest DORA metrics company a few months ago. Development now vs 5 years ago is a different world.

Brilliant_Voice1126

The CTO is a UFOlogist crank.

bshtein

The CTO of the company seriously published papers on the nuclear war that happened on Mars. Ok.

Bits_Please101

Lol yeah. I feel the company is scam the moment I hear the CEO talking and then I flip the moment I see the CTO talking lol

jimmycarr1

Same. I was sceptical at first because cryptocurrency was such a fad and it was obvious from the start. I stayed away from AI deliberately until my CTO forced me and it's revolutionary, it's quite exciting being on this journey as a software engineer.

omegafivethreefive

I'm the guy companies call to build AI solutions. I go "yeah use it for this and not for that". CTO for bespoke enterprise AI solutions company. The scales they're thinking about are absolutely nuts and when VC stops funding token usage the prices are going to _explode_. Everyone is getting ready for this. Most AI solutions are developed to cost _maybe_ dollars a month for active users in a business context. They math it out like people will vibe code massive stacks for 100k$+ in token each. That'll be an absolutely minority. Any enterprise architect worth it's salt will flag that out way before IT sec gets involved. Execs are between a rock and a hard place and since AI deployment are not providing returns with _cheap as fuck_ tokens. You don't use LLMs/agentic solutions/etc to flow data between systems, you use them to create a deterministic program that will do it securely. Basically, it costs too much for what it does and when it'll cost less then you can run it elsewhere. Big fat fucking bubble.

Dmoan

John Carmack who co founded ID Software and later was CTO of occulus which Zuckerberg bought. He told zuck to focus on optimizing and making a great game engine for VR games. Zuck instead replaced all gaming heads with Facebook executives who would sideline the gaming vets including carmack and would spend weeks discussing in game shops, chat, Ads etc  Very little was spent on games engine for metaverse and Carmack left the company.

droe771

They're outsourced their entires tech department to India and currently dont even have a CTO.

Brilliant_Voice1126

A UFO crank is their CTO and their CEO is a crook who got bust and only narrowly avoided conviction for backdating options. Further, they propose to have a solution to 2 of the stickiest problems in plasma physics, self sustaing and net energy positive reactions - a feat the NIF lab at Lawrence Livermore has only made minimal progress on despite far more funding and an actual team of world experts on fusion. They have no working prototype, read their public disclosures and they admit this. This is an idea on paper, and not even an original one, based on the images I’ve seen so far they’re trying toroidal plasma suspension which has been tried and failed. They might as well claim they invented a warp drive. This stock is a scam. Now, you might still make money on a scam, but unless you’re in on it, your more likely the target. I’d make sure you take profit when you can. The bottom will fall out at some point. It’s inevitable.

ListerineInMyPeehole

You might be onto something here. Do you want to join as CTO?

DEM_DRY_BONES

Fortunately, as a new CTO in the year of our lord current year, I went e-commerce instead of saas so I’m fine 😎

Etherius

Again, even if a single major western CTO cared about open weights, the thing that far outweighs that is the fact that it’s, again, not just about the model itself but the supporting infrastructure and workspace the models come with.

Bob_the_peasant

Yep. We forced it down every major corporation’s throat for the last two years and it will eventually pay. Even if it’s worse (it usually is), convincing the CTO or CEO is usually all it takes and then the cash faucet is turned on for years

Guilty-Citron9680

But what does your CTO think of it? That’s what really matters.

jeffynihao

Chamath reveals his company's AI token costs are doubling every 45 days but productivity is only up 5% "I sat down with my CTO today, I said how are we doing on token spend. And he said the most incredible thing, he said right now, our token costs are doubling every 45 days. I said well what is the downstream productivity? And he said maybe 5% max." "So my costs are doubling every 45 days, my upside is essentially flat. He said honestly, what we're finding out is that you need to use a lot more tokens to get to this next iteration of improvement because we've effectively already asymptoted." "We're going to take a step back and try to figure out what to do. I don't know how many other companies will actually go through this reckoning now, but the point is everybody in the next three or four years will for sure go through it." "I suspect that if you can get out now, you should get out now before all of that starts to seep into the water table. Because I think that's probably what allows you to get out a

ifdisdendat

I don’t understand the IBM ultra hate on reddit. Sure it’s flawed, but most people commenting are not in IT and under estimate completely mainframes and the fact it runs almost 100% of bank transactions. But again it’s the same crowd that only knows smartphones and don’t know how to turn on a computer and the same crowd who worships Tesla and think that 1T valuation is justified because.. optimus will build space ai datacenters? No one cares about shiny startups when prod is down. Companies run on reliability and good tech that works. And IBM isn’t bad at this. Are they the best in class for every product? No. But no CTO will get fired for choosing IBM.

WeaknessAway5843

As a lab rat myself, I have always believed in Illumina. Their tech is the reason why we are so advanced now in genetics. No one else is even close. Labs care about high quality data, they could care less about an acquisition gone south. And the field of genetics in healthcare is exploding, with many countries only now starting to have the expertise to handle the analysis. There will be a day in our lifetime where at least in the west, everyone will be sequenced at birth. The CTO is a sweetheart and has been there since the beginning. He doesn’t need to work another day in his life if he doesn’t want, but he cares deeply. The CEO comes across as kind, reserved and a good head on his shoulders. I’m very proud to play my small part!

cookingboy

Man IBM is the poster child “boomer tech company” that wouldn’t still be around if not for all the failed-upwards boomer CTO/CIOs falling for slick haired sales men pitching buzzwords. And guess what, AI is now the new darling for those CTO/CIOs, and IBM’s tech is so bad not even their silver tongued salespeople can sell Watson as AI these days. And they even tried to rebrand Watson to Watsonx, which is just a harness/wrapper around actual LLM models. Whelp, that’s what happens when you’ve been focused on sales instead of R&D for the past few decades.

RoboticGreg

You have missed the humanoid hype. It was about 12 months ago (CTO of an ai/robotics company heavily involved with VC and PE rounds)

Crazy_Donkies

I own and run a SaaS and am invested in 5 others. You're using it wrong or your CTO is bad. We just built 3 months worth of sprints in 30 days with zero additional tokens, 2 fewer people involved, all with Claude $20 a month. Plus client work for hire.

RoboticGreg

Lots of startups fail. I learned a tremendous amount, then went to very large companies with the plan to learn how they run and what their processes are, then step down in company size until I learned enough to start another company. On the journey I realized I hated the CEO job, but lived leadership and scaleup companies, startups there's not enough money or time to do things well and it's mostly tap dancing. So my career settled into C-suite tech leadership (CTO, CPO, VP Eng) in high tech startups, C-Round to exit. I basically help tech startups with revenue grow up and learn to eat their vegetables.

Soy_tu_papi_

Show this to his boss and you’ll be the new CTO

RiPFrozone

Trying to flex on the CTO because he didn’t take your unsolicited unlicensed financial advice…congrats on the gains, hopefully you can gain some humility as well.

Own-Recipe5908

[GlobalFoundries CTO on Why the Company Abandoned the “Bleeding Edge” - IEEE Spectrum](https://spectrum.ieee.org/globalfoundries-cto-on-why-the-company-abandoned-the-bleeding-edge) >***IEEE Spectrum*****:** What are you going to do with the two EUV machines you installed? >**Gary Patton:** We’ll be working with [ASML](https://spectrum.ieee.org/tag/asml) to figure out the best use of them. A likely or possible outcome is that we end up selling those tools. The China headline doesn't seem well sourced, just accusations about ASML routing one to China through GFS that ASML denies. [Micron is the last memory maker to join the EUV party — company aims for EUV DRAM mass production in 2025 | Tom's Hardware](https://www.tomshardware.com/pc-components/dram/micron-pushes-dram-tech-with-euv-lithography-aims-for-mass-production-in-2025) >Micron has finally added advanced EUV lithography to its DRAM production nodes as its newest process node enters pilot production. Unlike its competitors, Micron was in no hurry to use EUV lithography to make DRAM, so it is the last in the industry to adopt the most advanced technology available. This year, Micron began pilot production of DRAM memory on its 1γ (1-gamma) fabrication process, which will [enter high volume manufacturing (HVM) next year](https://www.tomshardware.com/news/micron-delays-euv-ram-to-2025-lays-off-10-of-workforce).  >Today, Micron's memory chip production uses process technologies that rely exclusively on DUV lithography. Basically DUV is sufficient for current memory tech.

PeachScary413

Even the most brain damaged people in the daily thread could see it clear as day... CTO/CFOs truly belong here 🤌

charlies_brain

Can I be the CTO? I'll throw in 100k. I need a job.

Enlighten_YourMind

Can I be the CTO? I will make sure our first corporate wellness endeavor is to provide every employee with a custom built sex robot paid for by the company 🤖

SnoopyTF

Dude nice, im at 10k shares. Give me a job bro, I wanna be the CTO.

ohgodthehorror95

This right here. No CTO of a large corporation would ever risk their career ripping out the company's ERP system and replacing it with some home grown, unproven alternative. Especially when the absolute best case scenario is the company ***might*** save a few bucks. Versus the major productivity loss during the long process of transitioning systems

EddiewithHeartofGold

1. Just look at the most upvoted comments. it is always anti-Musk sentiment or outright nonsense. 2. Your question would be hard to precisely answer without first-hand knowledge of decision making at his companies. Another reason redditors don't know what they are talking about... But the fact that he personally started and funded SpaceX and is the chief lead engineer at SpaceX? Along with CEO and CTO? Also, those who worked *with* him (not *for* him!) speak very highly of his technical knowledge. There is a lot of information out there about his. In books, interviews, podcasts. Verify what I wrote. I stand by it 100%.

DannyDeVitoDildo

I came here to say the same thing. Sure, he purchased companies, but he is the Technoking, Chief Engineer, and CTO. He has an impact on every product produced. Like you, I gave up as soon as the guy started spewing political echochamber nonsense. This is an investing sub, not a political one.

RoboticGreg

I'm a CTO of a tech company, my entire software team uses cursor, I'm just terrified he's going to give it the Twitter treatment. We are already migrating away. Cursor is FANTASTIC, I can't believe they are going to ruin it like this

AgreeablePudding9925

I own 100,000. I guess that makes me the CTO?