Proud papa; top-ranked Wall Street Internet Analyst; personal opinions; the name is Hungarian
California
Joined March 2007
- Tweets3K
- Following3.3K
- Followers3.2K
- Likes3.5K
Pinned Tweet
Very humbled to be included as one of the Top Analysts of the Decade by @TipRanks. Congrats as well to my @rwbaird colleague Dave Koning and the many fantastic analysts on the list including.
prnewswire.com/news-releases…
While I am bullish on agentic commerce, and we can already see consumer search and shopping behavior change with usage of AI apps, worth nothing that DoorDash said today that orders from AI agents number only "several hundred". $DASH #agenticAI #ecommerce #agenticcommerce
Colin Sebastian (Wall St Internet Analyst) retweeted
Roadster nitter.cf/i/broadcasts/1yKAPwNgg…
Colin Sebastian (Wall St Internet Analyst) retweeted
Roadster event livestream nitter.cf/i/broadcasts/1yKAPwNgg…
Thrilled to be invited to speak with @scotwingo about all things Agentic Commerce from the Wall Street perspective. If you’re curious about where the industry is heading, give it a watch!
🔗 Episode link: youtube.com/watch?v=uEAX0LTV…
$AMZN $GOOG $META $SHOP $EBAY #Ecommerce #Agentic
Fantastic conference and great time in Seoul presenting at Samsung’s global investment week @rwbaird #samsungsecurities
What do Google and SpaceX know that the doubters don’t? Ask @aaronburnett wsj.com/tech/spacex-google-i…
Colin Sebastian (Wall St Internet Analyst) retweeted
SpaceXAI and @AnthropicAI have also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity
This is the ROI on infra spend you're looking for.
From our April report on "Tokenomics": massive inflection in token usage and relative inelasticity of pricing for reasoning should translate into meaningful growth/margins for hyperscalers... #BairdResearch @rwbaird $AMZN $GOOGL
Colin Sebastian (Wall St Internet Analyst) retweeted
We released our 80 page institutional orbital data center report a few days ago. This article is the public distillation of its most important points.
This specifically answers the economic crossover of point for ODCs vs TDCs (terrestrial data centers).
There has been far far too much handwringing on the topic. Many are starting to consider it closed.
This work is the basis for not just agreeing or disagreeing on if it can happen but the foundation for when it will happen and how much cheaper it will be.
Colin Sebastian (Wall St Internet Analyst) retweeted
We are in a pretty cool timeline with massive orbital infrastructure being built.
Colin Sebastian (Wall St Internet Analyst) retweeted
SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.
The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.
Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.
Fairly unprecedented for an investment bank (or any financial services company)…23 years consecutively ranked by Fortune as one of the best places to work in the U.S. Congrats to the @rwbaird team! greatplacetowork.com/certifi…
Now this seems like a very Canadian thing to do :-)
The entire country will be watching on Sunday morning as our men’s hockey team plays for Olympic gold.
To help us all celebrate Team Canada, the province will be allowing bars and restaurants across the province to sell alcohol starting at 6:00 a.m. EST.
Let’s all come together, support local businesses and cheer on Team Canada!
@douglasdowney
Sobering… “Up to 73% of summaries produced by frontier models have been found to contain inaccurate or exaggerated scientific conclusions” (Cambridge, Utrecht study)
You won't see this in mainstream media...SF really is accelerating vs. other tech hubs. Thanks @a16z
