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adria

T2 · manager / operator

Factorial engineer building custom dashboards using Jira as a data backend only. Experiments with Talis hardware and auto-research agents. Skeptical of pure prompt-based software due to cost, favors hybrid deterministic + LLM approach.

2 calls·2 names·50% bull·last heard 6 months ago·itnig
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stlow conviction
$TEAMAtlassian

Atlassian Jira being disintermediated as data source by custom AI dashboards

Engineers are building personal dashboards that use Jira only as a data backend via API, bypassing Atlassian's UI entirely. This suggests Atlassian's moat (the UI/workflow) is eroding as AI makes custom front-ends trivial.

itnig2026-04episode →
2ndlow conviction
$TALISTalis

Talis claims 17,000 tokens/sec with in-chip LLM, targeting 50,000+

Talis has embedded an LLM directly into a chip achieving 17,000 tokens/sec output (30+ chips), with a roadmap to 50,000-100,000 tokens/sec, potentially enabling real-time agent swarms and new interaction paradigms.

itnig2026-04episode →

most discussed · click a bar to filter

  • $TEAM
  • $TALIS

recurring themes

  • Open Source AI1
2 total
$TEAM
···
Atlassian
LOWadria·itnig·6 months ago·AI debate with Factorial engineers | itnig discussion
Atlassian Jira being disintermediated as data source by custom AI dashboards
Engineers are building personal dashboards that use Jira only as a data backend via API, bypassing Atlassian's UI entirely. This suggests Atlassian's moat (the UI/workflow) is eroding as AI makes custom front-ends trivial.
"Algo típico que uso todos los días es el Atlan y los tickets. O sea, yo ya no voy cero a Atlaan a revisar nada. He construido mi propia web con mi propia visualización, con mis pr…"
64:26
$TALIS
Talis
LOWadria·itnig·6 months ago·AI debate with Factorial engineers | itnig discussion
Talis claims 17,000 tokens/sec with in-chip LLM, targeting 50,000+
Talis has embedded an LLM directly into a chip achieving 17,000 tokens/sec output (30+ chips), with a roadmap to 50,000-100,000 tokens/sec, potentially enabling real-time agent swarms and new interaction paradigms.
"Talis es e una empresa que ha metido un LM dentro de un chi, ¿no? Entonces tenemos 17,000 tokens por segundo de output contra los 60, 80 que tenemos ahora. 17,000 30 y pico de 30…"
61:46
7
Open Source AImixed
Open source shifting from code distribution to prompt/skill sharing for LLM training
Open source value is evolving: using standard frameworks (React) gives advantage because LLMs are trained on them. Future open source will be shared prompts, skills, and context files that become training data for models, with GitHub-style governance breaking down under AI-generated PR spam.