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adria

T3 · host / generalist

Factorial engineer building custom dashboards using Jira as a data backend only. Experiments with Talas 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 4 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.

itnig2026-04→
2ndlow conviction
$TALASTalas

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

Talas 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.

itnig2026-04→

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recurring themes

2 total
$TEAM
···
Atlassian
LOWadria·itnig·4 months ago
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
$TALAS
Talas
LOWadria·itnig·4 months ago
Talas claims 17,000 tokens/sec with in-chip LLM, targeting 50,000+
Talas 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.
"Talas 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