Jamin Ball

@jaminball

Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal

San Francisco, CA

cloudedjudgement.substack.com

Joined September 2015

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Jamin Ball
@jaminball
7h
We're very excited for @attestablecom to come out of stealth today. We @AltimeterCap co-led their seed round with @TLV_Partners, and believe they're building a crucial layer in the AI stack. It's clear two things are happening simultaneously - AI systems are making more
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Jamin Ball
@jaminball
1h
From the Corweave earnings call: "we recently signed an A100 contract that extends into 2029 at an attractive price. As a reminder, this SKU was introduced in 2020. Clusters of prior generations of architecture of our installed, energized production-grade compute already running
Jamin Ball
@jaminball
Aug 10
Team at @inferact is quite good!
SemiAnalysis
@SemiAnalysis_
Aug 10
The @vllm_project maintainers at @inferact 🚀 are some of the most cracked engineers in the world. They’re building one of the inference engines that powers much of the world’s intelligence—and doing so with remarkable dedication, kindness, and hard work.
Jamin Ball
@jaminball
Aug 7
Great conversation with @simon_mo_ and @BornsteinMatt
a16z
@a16z
Aug 6
vLLM runs on half a million GPUs at any given moment. Most people have never heard of it. Simon Mo, co-founder and CEO of @inferact and lead maintainer of vLLM, sits down with a16z’s Matt Bornstein and Elena Burger to discuss what it takes to actually run open models in
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Jamin Ball
@jaminball
Aug 7
Article
Custom Tokens
From Clouded Judgement: Custom Tokens I strongly believe there will be 3, very large, markets that emerge in the “model / token” market: Frontier tokens (ie from the large labs like OpenAI and...