▶ 108:00 · $AMZN · AWS Bedrock adoption accelerating: Q1 request rate exceeds all prior years combined

episode briefing

Snap Specs, Taste, Midjourney Hardware, Lunchtime for AI Leaders

2026-06-17 · 10 company · 8 thematic

sentiment

6 bull1 bear3 neu

speakers

Thomas is a community member known for deep technical knowledge of AI chip architecture and the semiconductor value chain. He runs a concentrated portfolio (nearly 100% AMD) with small positions in Tesla and ImmunityBio. He uses AI coding agents extensively in his workflow and has a background in self-taught AI/math coursework that led to his investment thesis.

ryan

Host of the podcast (Long Strange Trip). Previously worked at PTC in the 1990s. Built HubSpot through 'founder mode' flat organization. Experimented with eliminating org charts/titles 4 years in but reverted due to lack of intelligence systems. Now exploring 'Dorsey mode' AI-centered organization.

quote

“in Q1 alone the amount of workload that uh request rate that we are seeing is greater than all of the previous years combined. ... the rate of actually adoption especially as people are moving from proof of concepts to production is just a…”

—dr. swami

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