Jamin Ball

Altimeter Capital

@jaminball

Partner at Altimeter Capital. Dad to 4 amazing kids. No investment advice, all views personal

San Francisco, CA cloudedjudgement.substack.com Joined September 2015

1.5K Following 94K Followers 6.7K Posts

Latest posts 5

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Jamin Ball @jaminball Oct 27

Next up on First Pass: A conversation with @lorenc_dan from @chainguard_dev

We had one of the worst weeks ever in new security vulnerabilities discovered. What does the PHP vulnerability mean, how can companies prepare, what should we expect in the future, etc

We dig in!

10:57

Jamin Ball @jaminball 1d

This was fun!

Latent.Space Verified account @latentspacepod 1d

What are the most important and most misunderstood lessons from the @AnthropicAI S-1?

What can we learn about the relative economics of neolabs and neoclouds, and how sustainable is Anthropic's edge over rivals in the most competitive market on earth!

Will $ANT even IPO?

We asked @jaminball of @AltimeterCap and Clouded Judgement, to walk engineers through the S-1:

youtu.be/P735f1xlpL0

What's your % odds on IPO. above $1.5T this year?
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Jamin Ball @jaminball 2d

x.com/i/article/2118…

Jamin Ball @jaminball 4d

Next up on First Pass - a conversation with Arya (@a_a) from @SierraPlatform on their Personal Agent Protocol

Personal agents are taking over, and we need more streamlined ways for the services / products / websites we use to interact with personal agents

13:53

Jamin Ball @jaminball 5d

The world needs provable inference

Yogi Verified account @Yogi_Brn 5d

@AnthropicAI is recognizing the importance of provable inference, and naming @attestable as the state of the art!

We are the only practical solution in the market that also support floating points, and there's much more exciting stuff coming soon!

anthropic.com/research/prova…
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