Dan O’Brien

@danOBtech

President & COO @TheFuturumGroup

Boston, MA

linkedin.com/in/4danieljobr…

Replies Reposts Media

Dan O’Brien
@danOBtech
Aug 31
Awesome to see this launch, and reset market expectations about what success looks like for agentic AI. Sometimes the tech industry gets so into performance that we forget that “it just works” is what most users need, and what really allows for adoption to scale.
Ryan Shrout
@ryanshrout
Aug 31
Article
Rethinking AI Benchmarks with Signal65 PINNACLE: Measuring Agentic Work
I have dedicated my entire career to measuring hardware. I spent almost two decades running PC Perspective, where our Frame Rating work pushed the industry to measure the graphics experience a gamer...
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Dan O’Brien
@danOBtech
Aug 29
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The Futurum Group
@TheFuturumGroup
Aug 29
Article
The Last Mile Problem: What's Blocking Agentic AI Execution
Welcome to The Futurum Weekly, our roundup of the latest analyst research, market analysis, earnings coverage, and insights from The Futurum Group. Much of what follows is complimentary to access,...
Dan O’Brien
@danOBtech
Aug 27
Always great to discuss @TheFuturumGroup's take on @nvidia earnings on @SchwabNetwork. We discussed the new growth floor set by the FY28 guidance, supply vs. demand, and NVIDIA's masterful use of the balance sheet to secure HBM capacity needed to accelerate revenue growth.
Schwab Network
@SchwabNetwork
Aug 27
Alex Roy of @salesboxai and @danOBtech of @TheFuturumGroup discuss $NVDA post-earnings. Roy sees "very promising times ahead" for the company, and O'Brien says the report was a "reset of the floor higher" as the company projected 70% revenue growth in its next fiscal year. For
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Dan O’Brien
@danOBtech
Aug 27
For the “circular financing” crowd, doesn’t the net result of the “bubble bursting” scenario leave $NVDA with a level of vertical integration that they wouldn’t never be able to achieve through M&A given regulatory hurdles?
Dan O’Brien
@danOBtech
Aug 26
@nvidia seems to have voted with their wallet during the quarter that HBM was more undervalued than $NVDA stock. I like how the company is using the balance sheet to unlock the supply chain needed to get revenue closer to true demand. And a masterful job ramping manufacturing