Daily Alpha · X
· Post-Market Alpha · by Buzzberg Research
Chamath Palihapitiya criticized AI run-rate revenue reporting, and Jukan argued compute and memory will tighten or deflate together.
Ticker heat
?
Top voices by smart followers and alpha score
Market Radar →Chamath says AI run-rate revenue annualizes last month's API usage
Chamath Palihapitiya argued that SaaS ARR measured contracted revenue, while AI companies' annualized run rate often forecasts forward the last month, or even week, of transactional API revenue.
VC investors have enabled the AI industry to bastardize revenue reporting.
Chamath called it insane that investors have enabled this reporting.
Source →Jukan: compute and memory tighten or deflate together
Jukan argued compute cannot stay in shortage while memory slides into oversupply, and called funds shorting memory while going long HDD out of their minds.
Thoughts on memory: Anyone who thinks compute will stay in shortage while memory slides into oversupply must be smoking something.
Jukan said the debate comes down to nobody having conviction about what happens after 2027.
Source →Serenity: Lumentum looks closest to Ayar Labs' new laser spec
Serenity said Ayar's OCP demonstration is in the 8x 200mW range and that $LITE, which demonstrated 8x 250 mW at ECOC, is probably the closest technologically, while Macom was still working on 75 mW qualifications targeting H2 2027.
Nobody said $SIVE was going to be the sole laser provider for Ayar for all generations.
Ayar is expected to use multiple laser vendors, and few companies can meet the new design.
Watch Lumentum's targeted availability later in 2027.
Source →@goodalexander: CoreWeave selloff is a positioning washout
@goodalexander does not think CoreWeave is going to die and reads the price action as a positioning washout rather than a breakdown in its business model; the author is still long $ORCL.
Is CoreWeave Going to Die TLDR: no. Coreweave I do not think is going to die.
@goodalexander expects the Anthropic roadshow to do better than expected.
Watch CoreWeave's next earnings call on November 10.
Source →Meta's Muse Spark Open: 816B total and 42B active parameters
@bubbleboi quoted AI at Meta's release of Muse Spark Open, which Meta called the most capable US open-weight model to date, with 816B total and 42B active parameters and a 1M-token context window.
Let’s gooo > AI at Meta (@AIatMeta) > Today we’re releasing Muse Spark Open, the most capable US open-weight model
Meta says the model is built for coding and agentic work.
Source →