Steve Kamman

Bluesky desperately needs more non-politics content so really appreciate the effort.

Thank you much appreciated!

The big debt raises Meta and Oracle did last week were for...? There's not much debt at the model-maker level, but those GPUs got bought with a lot of it...

Just... talk more about AI. Seriously. Just get a dialogue going, make it thoughtful, keep it rolling. Just "whats going on and here's what I'm thinking" Like old school Twitter before it turned into whatever its become. Quality discourse is what brings people in.

S-curve graph of CLoudflare's possible revenue trajectory based on AWS comparable's growth.

Why is $NET always expensive? See exponential growth of comparable AWS. Apply AWS' 2015-2025 growth rates starting in '28 after NET’s $5b revenue guide. AWS grew 59% CAGR in 5y - $8B to $45B. 29% CAGR over 10y to $130B. Smaller, earlier Cloud market back then. AWS actual = green line. 🤔 YMMV

focus on your strengths, if you work hard on your weakness your best outcome is mediocre.
Never apologize for being different. Always apologize for being wrong or coming across wrong (even if you didn't mean it)...

If Tariff Anger Coalesces and Focuses, It Could Re-Set the Political Chessboard. More Apprehensive than Excited. Back to blogging.  Helps me organize my thoughts.  Your replies and comments always welcome. 97% of strollers and 87% of car seats are made in China.  Not optional purchases.  Prices are already up…

wp.me/p5nrvn-uV

Lenovo thinkpad carbon X1 Gen 8 has been trouble free for years now.

Drip Coffee Maker with Thermal Carafe | Breville (US) Experience your favorite coffee at its best. Shop our drip coffee maker that includes a thermal carafe. Get free shipping on orders over $49!

works great, fast www.breville.com/en-us/produc...

wtf is "quote skeeting" and how do you actually do t? Meant seriously. And thank you for your patience.

seriously awesome. Thank you so much. .

s'mores quality is tightly correlated to chocolate quality. RItter sport dark is the bomb. Supermkt jetpuff marshmallow are fine.
pre-cooked sausages roasted on a stick over a fire are easy and like nothing you get at home.
For both of the above,. www.amazon.com/gp/product/B...

A virtual certificate with text "Celebrating 10M users on Bluesky, #3,385,137, stevekamman.bsky.social ‪@stevekamman.bsky.social‬, joined on Feb 6, 2024"

Bluesky now has over 10 million users, and I was #3,385,137!