FundaAI. Also writes at Collyer Bridge.
Singapore
- Tweets 3,118
- Following 625
- Followers 17,395
- Likes 9,329
$lite at Citi TMT conference today: "Scale across is one, scale out is 10 in bandwidth, scale up is 100, scale in is 1,000 ... as intensity of optical demand increases, and with XPU numbers going up, I would say Lumentum's best days are yet to come".
Scale-in refers to optical connectivity moving progressively closer to compute and memory, covering die-to-die and die-to-memory links shorter than one metre. Funda has been briefing clients this week as industry discussions have accelerated across Lumentum, Coherent, Marvell, imec and several optics startups.
2
13
119
36,202
We're open to working with folks who want to interview experts with the support of our network / team.
We had a great conversation with @vikramskr today! Vikram runs both semiexponent.com and semidoped.com, and we’re big fans of his work.
We’re excited to collaborate with Vikram! If you’re also interested in partnering with us on our expert interview database, please get in touch!
1
7
1,622
This is true but saying it out loud is… an interesting legal strategy.
Force-majeure notices are commonplace in developments of this scale and are often used to preserve contractual rights among project partners. They do not, by themselves, establish a project delay or change delivery expectations.
2
14
5,565
$EXPE $BKNG $DASH selling off on Muse concerns but there are guys building "dopamine sites" to simulate the experience of booking travel, shopping and ordering food.
bbc.com/news/articles/cwn741…
3
1
21
4,431
AI for Science is good for sentiment because it expands the AI tam beyond coding and the knowledge worker wage pool, and supplies a fresh, compute-hungry demand driver.
anthropic.com/news/claude-di…
5
1
10
2,810
$INOD - So I was wondering if @FundaAI previously discussed Innodata and... sure enough they have, back in 2025, in three relatively under-read posts:
fundaai.substack.com/p/deept…
fundaai.substack.com/p/deept…
fundaai.substack.com/p/revie…
2
13
2,450
I made it a personal goal of mine to help Funda into the top 10 of the Finance leaderboard. We're making some progress! It really does help them intangibly, in ways that you will hear about in the coming months. Anyway, the team has 12 analysts and counting now, so it really is one of the best value subs you could have.
We summarise recent checks for $MU and $SNDK here:
fundaai.substack.com/p/previ…
8
36
9,180
Did Amazon block Muse because they have a soon to be announced partnership with OAI's competing offering? They recently partnered on ads.
advertising.amazon.com/libra…
2
3
46
4,915
Meta has long excelled at discovery-driven advertising. In this note, Funda explores how Muse could help Meta close the gap with Google in high-intent, demand-capture categories such as travel, financial services, automotive, and local services.
fundaai.substack.com/p/deepm…
6
1,227
As of August 2026, there were at least 30,000 agents doing research and engineering work at Anthropic at any one time.
AI systems are getting more powerful, and they're increasingly being used to build the next version of themselves. We want to illuminate that progress for the public.
Today, we're sharing three measurements that help track AI development:
1. How much AI R&D is done by AI.
2. How well AI agents are overseen.
3. How compute is allocated.
We provide a snapshot of these metrics from inside Anthropic. Any frontier developer could publish the same measures, and third parties could verify them.
As the world considers pacing the frontier, we should do everything possible to minimize the gap between what frontier labs know and what the public knows. This means better measuring the development of AI, publishing our findings, and giving society an opportunity to decide how to use this information.
Read the full post and methodology: anthropic.com/institute/meas…
1
3
28
7,935
How many unused Netflix subscriptions (and unread substacks *gulp*) will be cancelled this way.
My personal @muse agent got me $2,120.95 already 🤯:
• $300/yr — negotiated my AT&T bill down
• $192 — Amazon returns I never got around to
• $47 — more returns on the way
• $230 — IKEA ALEX 9-drawer unit, returned end to end
• $516 — vet claim filed for my dog
• $836 — unclaimed property with my name on it
i'm selling a car next month — you guys think i should let Muse handle it?
2
67
33,412