AlphaSense (@AlphaSenseInc) / X

AlphaSense

20.7K posts

AlphaSense

@AlphaSenseInc

Powering the world’s biggest decisions. 7K+ enterprises trust our AI and market intelligence platform to deliver timely insights. (Not investment advice)

US | EU | IN

alpha-sense.com

Joined September 2013

Pinned
AlphaSense
@AlphaSenseInc
Jun 3
What does market conviction look like? A $350M raise at a $7.5B valuation. Today, we have closed that $350M round and nearly doubled our valuation, all backed by Vitruvian Partners, Accenture Ventures, J.P. Morgan Growth Equity Partners, D. E. Shaw Ventures, Pinegrove
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AlphaSense
@AlphaSenseInc
Oct 30, 2025
A former $AMD employee cautions that OpenAI's financial structure could disrupt the entire AI hardware supply chain ( $NVDA, $AVGO, $AMZN, $GOOGL ): - The expert explained that custom silicon carries a significantly higher risk than GPUs because such chips are typically built
254K
AlphaSense
@AlphaSenseInc
Oct 9, 2025
Former $NVDA employee reveals $NVDA's strategic shift toward neocloud partnerships ( $CRWV, $NBIS, $AMZN ): - According to the expert, neoclouds are preferred for AI workloads because their infrastructure is purpose-built for high-performance computing. Unlike hyperscalers,
55K
AlphaSense
@AlphaSenseInc
Sep 9, 2025
$ORCL's Larry Ellison on the growing demand for inferencing capacity: "...a lot of people are looking for inferencing capacity. I mean people are running out of inferencing capacity. I mean, the company that called us, I mentioned I think the last quarter or the quarter before,
72K
AlphaSense
@AlphaSenseInc
Sep 9, 2024
$ORCL's Larry Ellison on AI market growth: "..I mean these AI models, these frontier models are going to -- the entry price for a real frontier model from someone who wants to compete in that area is about $100 billion. Let me repeat, around $100 billion. That's over the next 4,
87K
AlphaSense
@AlphaSenseInc
Sep 29, 2025
EA Announces Agreement to be Acquired by PIF, Silver Lake, and Affinity Partners for $55 Billion "Electronic Arts Inc. (NASDAQ: $EA) (“EA” or the “Company”), a global leader in interactive entertainment, today announced that it has entered into a definitive agreement to be
1.2M
AlphaSense
@AlphaSenseInc
Mar 8, 2024
Former $NVDA employee sharing his thoughts on the current GPU "craze": - He believes inference is becoming increasingly important as people have almost finished the trial-and-error period to instrument the network and train it. Inference will face big challenges with large
81K
AlphaSense
@AlphaSenseInc
Oct 13, 2023
A former engineer at $PLTR who worked there for 7 years shares his view on the company and the competitive landscape: 1. $PLTR in the last years has significantly improved the speed of deployment of its Foundry platform at clients. When they rolled out multi-tenancy, that helped
102K
AlphaSense
@AlphaSenseInc
Mar 7, 2024
Semiconductor expert and former $AMD employee shares some valuable insights about the GPU market, $NVDA, and AI: - The expert thinks that even if the newer generations of GPUs improve performance by only 10-25% from your base compute, that is still enormous for many of the
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AlphaSense
@AlphaSenseInc
Nov 4, 2025
$AMD CEO Lisa Su on the AI compute TAM: "..not to take too much away from what we're going to talk about next week. Look, we're going to give you a full picture of how we see the market next week. But suffice it to say, from everything that we see, we see the AI compute TAM just
32K
AlphaSense
@AlphaSenseInc
May 16, 2024
Former $NVDA employee shares his insight into the industry and $NVDA specific: - $NVDA's moat is CUDA. It's the reason why everybody says; okay we'll just use $NVDA. The math behind LLMs that is being used right now has been around for many years, but making that work required
52K
AlphaSense
@AlphaSenseInc
Aug 23, 2024
Former $NVDA employee shares his view on $NVDA: - He thinks $NVDA has an aggressive roadmap. According to him, in 2026, $NVDA will make a chip called Rubin. For him, the most significant risk for $NVDA is if they don't execute on their roadmap. - He also thinks $TSM can be a
73K
AlphaSense
@AlphaSenseInc
Mar 25, 2025
Interview with a former $PLTR competitor explaining how deep government ties and real-time AI capabilities build a lasting competitive edge: - The expert emphasized that $PLTR's core competitive advantage lies in its deep entrenchment with government contracts and its ability to
74K
AlphaSense
@AlphaSenseInc
Mar 19, 2024
Interview with a person who, in the past, worked closely with $SNOW's new CEO, Sridhar Ramaswamy, on what the new CEO is like and what it could mean for $SNOW: - In his view, when Ramaswamy was at $GOOGL, he was the number three guy and a potential CEO candidate, along with
96K