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Ben Bajarin

@BenBajarin · San Jose, CA · joined 26 Apr 2008

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.

50 090Followers
2 386Following
59 817Posts total
325.9KViews on collected posts

Against accounts of the same size

6 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views6 852this account2 751median for 10K–100K
Reach, %13.68%this account9.00%median for 10K–100K
Engagement, %0.46%this account1.65%median for 10K–100K
MetricThis accountMedian for 10K–100KRatio
Median views per post6 8522 7512.49×
Reach (views ÷ followers)13.68%9.00%1.52×
Engagement rate0.46%1.65%0.28×

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Latest posts

via Hock on land power shell. This is why I'm obsessed trying to track it activated GW😅 and it's very hard despite what folks will tell you to be accurate. "As I indicated to question, it is a big concern. It more than a big concern. It dictates specific timing of when this 5.1K views · 12 likes · 1 reposts · 0 replies 02 Sep 2026 $AVGO sandbagging. "we expect AI revenue to double again to approximately $115 billion in fiscal 2027, and double again in fiscal 2028 to 230 billion." 7.9K views · 49 likes · 4 reposts · 5 replies 02 Sep 2026 $GFS positioning well for CPO. I still do think as TSMC gets Coupe mature customers will prefer all this under one roof but we will see. https://t.co/8RhAGmAHzT 2.8K views · 9 likes · 4 reposts · 1 replies 02 Sep 2026 Watch what happens when its 20% of businesses :) Less than 10% of all business today with any kind of production scale of AI. Even less with full governed production. The ramp will be significant.. 5.8K views · 28 likes · 1 reposts · 4 replies 02 Sep 2026 New from Ramp data: the latest threat to the AI trade. AI companies' revenues are heavily dependent on a small set of customers. 80% of OpenAI and Anthropic's enterprise revenues come from 1% of their customers, and it's not getting better. This is a level of concentration risk 256.2K views · 811 likes · 102 reposts · 91 replies 02 Sep 2026 Very excited, and anxious 😬, to show everyone what we have been working on the past few months. We are proud of the cross domain research we do and want everyone to have more access to it. Introducing CS Atlas - A Research Product from @creativestrat https://t.co/Wlbteor3N4 48.2K views · 86 likes · 12 reposts · 11 replies 31 Aug 2026

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