Tina He

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@fkpxls

tech investor & writer. 'truth will set you free.'

Mars tinahe.xyz Joined January 2011

998 Following 17K Followers 3.1K Posts

Latest posts 5

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Tina He @fkpxls Sep 15

Getting the size of the market right doesn’t tell you who captures the most value.

Introducing AI Perez: our attempt to make sense of shifting bottlenecks, and who benefits, through Carlota Perez’s framework.

ai-perez-curve.vercel.app

0:12

Tina He @fkpxls 2d

You must change your life.

Tina He @fkpxls 3d

leave Microsoft Paint alone!!!

Frank Verified account @jedisct1 3d

CVE-2026-83844: Remote Code Execution in Microsoft Paint. cve.org/CVERecord?id=C…
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Tina He @fkpxls 4d

Phantom Blade Zero is my GOTY

Tina He @fkpxls 5d

just goes to show how many computers agents need

Ivan Burazin Verified account @ivanburazin 5d

We just crossed $100M in run rate.

Four quarters ago, we were at $1M. Then this year alone, we grew 37.5x.

Not long before that, we did a hard pivot- handed our old customers to competitors, rebuilt from scratch, and relaunched with a few months of runway left.

The bet was: models think on GPUs but work happens on CPUs.

So every agent that writes code, opens a browser, or runs an RL job needs a composable computer that's isolated, stateful, and ready in milliseconds.

$1M to $100M in about a year puts us in the same cohort as the likes of Anthropic and Cursor. It’s humbling to share that lane with companies we’ve learned so much from.

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