CTO

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?

nighte324

Excuse me good sir but I claim chief tech officer as the proper regard with 18k shares. I shall dub thee as my assistant to the deputy CTO.

theoppositewayaround

engineer here. Im also in for 3k shares so ill take CTO, or plant maintenance supervisor.... if of course there is a plant....

LaundryOnMyAbs

Adobe doesn’t have a ceo right now. Or cfo. Or CIO. Or CTO… the entire leadership has been jumping ship

calvintiger

\> Why send the data center into space for a lot of money, when you have build one cheaper on ground? It’s not an either or question, the industry is already maxing out building data centers on Earth and has for years. Including SpaceX themselves. I saw an interview with CTO of Meta like 10 years ago that they were building 50 new data centers (which sounded ludicrous at the time) and the bottleneck wasn’t money or land or politics, but the total supply of skilled construction workers nationwide. idk what the bottlenecks are today, but I doubt the situation has gotten much better since then. You’ll probably disagree with the need for so many data centers in the future (just as people did a decade ago), but that’s the future SpaceX is betting on.

Ancient_Perception_6

CTO of our +10k people org **JUST** announced on slack that Anthropic licenses are being cancelled and we are moving to other providers. Crazy because it's a weekend announcement and it's a massive change. We have thousands of licenses. Too risky

BraveDevelopment253

AI didn't write it I did,  i'm also a principal power systems engineer that gets paid over $600k per year to design power systems for semiconductor fabs and data centers.  My wife is also C suite in a different rocket company and her CTO is former spacex and thinks Elon is a fucking moronic tool.   I did ask claude opus 4.8, gpt 5.5, and gemini to review what I wrote and they largely validated what I wrote.  Feel free to do the same and learn something or not, id be fine with a dumb ass like you losing their shirt. 

ObiWanIsMyDog

We replaced an External project management tool. We used something called Basecamp then RocketLane, we built our own in a week and it works better. Shit our actual consumer product we sell as a company, our CTO who built the entire thing with 40yrs of tier 1 industry experience says a homegrown solution for most software will always be the hardest sell for us. The reason is it’s just dialed to your use and your team and you can customize it whenever you want. Now that same fact will just be true for other software. You still need the industry and nuanced requirements knowledge to build it right. But you don’t need an Asana to provide the service if you’re willing to manage the QA/Bugs/ future dev.

OpenRole

Would you rather have a CFO turned CEO or a CTO turned CEO. Because the CFO will give you what you want, but the CTO will innovate

LostFaithlessness201

The CTO dumped $18 million worth of shares recently if that does not raise red flags maybe puts

_hiddenscout

It’s not just him, but more and more companies are talking about cutting back on their AI token usage or spend. I think it’s somewhat of a crack in the story and actually could fuel some SaaS narratives and drive those higher. Uber talked about it recently. Here’s Walmart: > CTO: Walmart is implementing AI usage limits to reduce redundancy, improve efficiency & control cost > "There are large classes of problems that people are doing again and again...You don't need to keep asking Code Puppy the exact same question again."

Opposite_Day_9771

From Dell and HPE earnings, enterprises don't buy custom ASIC AI chips. It's all about modular x86, GPUs, maintainable, upgradeable, re-useable servers. They're running AI locally with open source LLMs. This is the dot com build out all over again with standard networking equipment. Hyperscalers custom ARM chips with everything integrated is cheaper but a toaster. You can't repurpose it. One bad memory chip and you'll end up e-wasting everything. No CTO is going to take this approach. It's a bubble.

Acceptable_Treat7580

tu pourras **peut-être acheter l’action après l’IPO**, et éventuellement participer à l’IPO uniquement via certains intermédiaires… très limités peut-être fidelity ou charle schwab je n'en sais pas plus Tu pourras investir avec CTO européen après l'introduction sinon

hotgrease

What could go wrong with 2026 Elon being CEO, CTO, and Chairman?

lollipop999

"Musk will be CEO, CTO, and Chairman..." https://preview.redd.it/qvo9ca1n3r4h1.jpeg?width=1015&format=pjpg&auto=webp&s=434b05d013947e9afc96c4ebe642c6e0c477c6dc

obijuanquenooby

CEO, CTO and Chairman. You stupid fucks are cooked.

derprondo

Gitlab, room to run 100%+, already up 20% in the last week. Earnings are tomorrow, expect a big move due to agentic coding adoption driving big revenue increases for consumption based billing products like pipeline runners. GitHub is crashing everyday for the same reason and their CTO admitted they’re struggling with the insane increase in load, Gitlab is seeing the same.

derprondo

It’s not even in competition with Claude, but Claude is the reason you should buy Gitlab. GitHub is being crushed by Claude under the greatly increased load from agentic coding adoption, their CTO even came out and said as much. Gitlab is experiencing the same and their earnings are tomorrow after close.

DungeonsAndDradis

My company's CEO after telling our CTO that we should just have an AI agent do the entire software development life cycle.

sobe86

RL = post-training. A bit suspicious you don't know that, I'm guessing you aren't an engineer :b. My friend at Anthropic told me this, maybe they're wrong. The big labs aren't going to cut prices, they're already running a loss (Anthropic's profitable quarter is an accounting trick). My guess is that in the next year they're all going to switch to token based pricing, at which point people with personal accounts are going to see the true cost here. On top of this a lot of the enterprise CEOs are starting to say they'll probably cut back on AI-maxxing, because it costs too much and they're spending comparable figures to their human salaries. There's a lot of uncertainty around everything and one CTO saying one number is a very shaky thing on which to base your entire argument.

pizzababa21

according to nvidia majority of costs for their customers are still pretraining. dunno where you get your information. if you cut pre training you differentiate on post training. that is literally already the case. a bit suspicious that you don't know that so im guessing you're not an engineer. the 80% margin was a bare minimum estimate by a CTO who has inference set up for their free and low cost models. he actually seemed very confident that the margin at labs is closer to 99% than 80%. he doesn't really have an incentive to lie here and it was in an engineering focused medium that few investors would see. you can say it's not sustainable to keep that margin, which is fare, but those are the current margins and even of they drop it's still a significant starting point. Deepseek and Xiaomi had recent drops due to engineering advancements around cache which they published for others to implement. the big US labs might drop prices soon too but they don't have much incentive to when they're already compute constrained because their direct to user products (claude code/cowork and codex) are already relatively affordable and popular. having more money does get you access to more information. private investors always ask for data room even at seed level. that means they would be aware of the unit economics.

pizzababa21

well OpenCode CTO recently said that when they started hosting opensource models he realized the model conpanies have 80-99% profitability at inference. we're seeing less returns for pre training so there's a good chance that gets cut completely by 2030, meaning their biggest cost would be gone. given the rate of growth they'll likely be extremely profitable then. private investors do actually get this information before they commit billions so they're likely way more informed and have teams of professionals working for them to value these companies.

CompetitiveSport1

Are they prepared to pay the actual cost when the AI companies stop subsidizing? Which they've already started to do by the way. Will your CTO continue when the cost is in the hundreds of thousands?

derprondo

I'm up 16% on 1000 Gitlab shares, but I'm going to let it ride through earnings on Tuesday. I'm either going to end up breaking even or it's absolutely sending it on the ER. If unaware, GitHub's CTO explicitly acknowledged that AI agents and AI-driven development workflows contributed to recent infrastructure overload and outages. The same must be true of Gitlab, so their products that are billed on consumption (eg pipeline runners) should see some big revenue increases.

WalkIntoSunshine

Long day for me so forgive the hasty response. I believe they will be taking a stake for approx 18.75%, and soon. Just my opinion after my own dd. Aptiv has stated they need a LiDAR partner and are in process of selecting one. They also mentioned bolt on acquisitions in their last EC, as well as wanting the right LiDAR partner. Multiple quotes about heavy equip/mining/ag, industrial, drones, and defense. Mvis issued a pr almost every week in April about each of those. Current CEO of mvis Glen DeVos was former Aptiv CTO, and senior VP. The gentlemen who took his role was at mvis prior in a specialist position. He has stated Mvis is the best LiDAR company (granted during his tenure there) Many, many more connections, including engineers and hr. Mvis has also rolled up Scantinel and Luminar in the last 6 months. They have the most robust LiDAR portfolio now and are able to offer 905, 940, 1550c ToF, FMCW. Mvis is also EU sovereign (they filed for a German subsidiary after Scantinel acquisition). They are one of the only LiDAR companies that are approved for EUD when hundreds of billions are being pumped into defense globally. Research IntelicBASE, Brave1 (awards coming next week and some starter announcements about plans have been dropping today) There’s a lot more. It’s a steal right now. I believe they will be the dominant LiDAR player in the market. (There will be room for a few) Short interest continues to be ridiculous. There’s the whole LBS for AR conversation happening as well. High risk/high reward. Some feel a reverse split is coming soon. I believe it will be a strategic investment. One of us will likely be wrong. Personally not worried if it does an r/s. The tech is too important and the future finally caught up to it. LiDAR will be everywhere soon Apologies again for the sloppiness of this. Limited time and gotta run.

icantflyjets1

Anthropic is absolutely profitable on inference, they have a 44 billion ARR currently and it’s growing. Major tech CTO’s are flocking to them. Your perspective is outdated and wrong.

DiggWuzBetter

Mine does, the CTO posts leaderboards of both Cursor spend and Claude Code Premium extra usage, where a dev spending more is considered good. Not actual customer value/impact delivered, just how fast you’re using spending. Highly incentivizes just always using the most expensive model, asking Claude/Cursor about things you already know the answer to, having really long running sessions to maximize context size, asking Claude/Cursor to analyze vast amounts of logs, etc. The more wasteful the better, as the founders are all-in on AI, and maximizing your token usage is considered good, full stop.

Assistant-Manager

I’m so torn on this one. A lot of what I find online seems very promising. But the one red flag for me is I asked one of my friends who’s a CTO in a Swedish semi conductor start up and he says he’s never heard of them.

Brilliant_Voice1126

Would love to see you rake AMFN next for their pure hopium on fusion, no prototype, no permits, led by crooks, and a ufologist for a CTO.

babyd42

you should probably mention Lisa Su used to be the CTO of the company this used to be under (Everscale) before they spun it out on its own... Also they just announced 1.8M more shares, expect a 10% drop Monday. I'm going big into this one, it's a game changer. Memory while powered off? Edge AI is the next trade, hence why Blackberry is also on fire right now.

habfranco

Grok has zero use in enterprise world. No CTO would ever risk allowing agentic use with it. It will always have marginal consumer use, for shit and giggles.

dorkstar1

SpaceX targets June 12 IPO on Nasdaq under $SPCX at $1.75T valuation. Musk holds 85.1% voting power as CEO, CTO, and Chairman. Q1 revenue hits $4.69B with $4.28B net loss If this is not scam , what else is