Fireside Alpha ✓

@firesidealpha · United States · joined 14 Jun 2026

Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives

18 181Followers

214Following

1 051Posts total

2MViews on collected posts

Against accounts of the same size

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

Median views8 496this account2 751median for 10K–100K

Reach, %46.73%this account9.00%median for 10K–100K

Engagement, %0.31%this account1.65%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	8 496	2 751	3.09×
Reach (views ÷ followers)	46.73%	9.00%	5.19×
Engagement rate	0.31%	1.65%	0.19×

Others in this range → Compare with another account → How these benchmarks are built →

Latest posts

$AAPL's John Ternus: the story that perfectly exemplifies Apple is Steve Jobs admiring the back of a chest of drawers no one would ever see "One of my favorite stories, and you've probably heard it before, it was about Steve when he was moving a piece of furniture, a chest of ht 6.3K views · 18 likes · 2 reposts · 1 replies 03 Sep 2026 $AVGO Hock Tan: every gigawatt the AI labs deploy can generate $30 billion in annual revenue, so bankrolling OpenAI and Anthropic makes economic sense for Broadcom "With these two guys, Anthropic and OpenAI -- I mean, this is like thinking of two geniuses in the middle of, what, 3K views · 12 likes · 1 reposts · 1 replies 02 Sep 2026 Hock Tan says the AI labs are becoming hyperscalers in their own right, building their own silicon and running their own data centers "Now, these guys are going to be hyperscalers in their own right." "So what they do is they want first-party compute capacity, just as they http 2.7K views · 15 likes · 0 reposts · 0 replies 02 Sep 2026 Hock Tan says Broadcom has the supply secured to double AI revenue to $115 billion next year and $230 billion the year after, though demand exceeds this outlook "In 2027 we have secured the supply to again double AI revenue to approximately $115 billion." "Our demand actually h 9.4K views · 29 likes · 6 reposts · 1 replies 02 Sep 2026 Hock Tan says Anthropic is on track to become Broadcom's largest XPU customer in 2027 and into 2028 "Moving on to Anthropic. Starting with the 1 gigawatt of Ironwood we are deploying in 2026, we expect Anthropic to deploy another 5 gigawatts of TPU v8i in 2027." "And in 2028 we 7.6K views · 17 likes · 0 reposts · 1 replies 02 Sep 2026 "I've never felt the weight of trying to be Steve. It's just, it's not who I am, and it's not my goal in life. I am who I am, and that's that. I'm focused on that and being a great CEO of Apple." -- Tim Cook, in his first interview as CEO 15.8K views · 26 likes · 1 reposts · 0 replies 01 Sep 2026 Gavin Baker says the physics PhDs calling orbital data centers impossible on X have not out-thought the 10,000 SpaceX engineers who treat it as solved "It's very hard for me to engage. There are all these people on X and they're like, I am a physics PhD and this is impossible." 1.5M views · 3.6K likes · 254 reposts · 194 replies 31 Aug 2026 Gavin Baker re $SPCX: Investors should start to consider Grok when they think about SpaceX, very few of them talk about Grok at all "I talk to a lot of investors about SpaceX. And what's just amazing to me is everyone will have a nuanced view on Starlink." "Maybe they're a http 377.6K views · 352 likes · 29 reposts · 13 replies 15 Aug 2026

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