Action Jackson
@AJacksonHole
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Fundamentally focused investor. Hold no dogmas. Dad of two boys. Nothing I say is financial advice. https://t.co/t6JeatgLq3
San Francisco, CA
Joined November 2022
Make this man CEO $NOW - Carnegie Mellon CS - Former VP Google Cloud - 25 years at Oracle The time for BS sales guys at the helm is over. @fred_luddy
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Bull case for software
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"The greatest tragedies occur when people forget about uncertainty." — Peter Bernstein
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$AVGO's downplayed optics in scale up in favor of copper, which was weird because I remember him touting optics was good for everything. But after hearing $LITE’s CEO at the MS conference speak, I’m thinking this was a response to Nvidia. Nvidia secured a large chunk of future
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UBS analyst asked $AVGO if rack shipments would hurt gross margins. Hock Tan's response: "You must be a bit hallucinating." CFO then reversed prior quarter commentary, saying rack mix impact is "not going to be substantial at all." Margin concerns are officially off the table.
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"Equilibrium applies best only to markets that deal with known quantities. But financial markets deal with quantities that are not only largely unknown but unknowable." — George Soros
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This $AVGO call was dense with a lot of information that has implications on the whole space.
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There are ~50 million software developers on earth. There are over one billion information workers. AI just made most of them capable of building things. The addressable market for "people who can build with AI" expanded by an order of magnitude. We are not remotely pricing this
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Bear case for $GOOG: Gemini app network issues are untenable. And it’s been like this for months. The fact that I can’t leave the app while waiting for a response is ridiculous. It’s a basic issue that needs to be solved. Makes you think about what is going on at Google that
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Citadel saying that we need redistributive wealth policy was not on my bingo card.
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“…our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly…”
we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are
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There are ~50 million software developers globally. There are over one billion information workers. AI just turned a huge chunk of that second group into builders. I have zero technical background. In the last few weeks I’ve built a personal scribe, a second brain, and a bunch
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Traffic just got more productive Voice + claude code remote + FSD
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“So the question is whether your software product can exist in this agentic ecosystem. Is it open and interoperable?” This is the key insight. A software’s survival depends on the culture they have and whether they are willing to take the risk/rise to the moment.
To my fellow founders and CEOs, who keep saying “nobody is going to vibe code a CRM or ERP or <insert category>,” sharing a few thoughts: 1. You’re right that most companies will not vibe code their system of record. Some startups will experiment (remember Klarna?), but larger
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This is the problem, not the answer.
Salesforce didn't hire any engineers or service agents in FY2026, says @benioff. But it increased its number of sales hires by 20%, because the company now has "more demand than ever."
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The hilarious thing here. Bloomberg just released askb. They are soooo behind. Perplexity is leapfrogging Bloomberg at their own game.
Introducing Perplexity Computer. Computer unifies every current AI capability into one system. It can research, design, code, deploy, and manage any project end-to-end.
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“The canary is still alive.”
I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get
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