Teng Yan ✓

@tengyanAI · joined 29 Aug 2020

building @tessara_ai - the specialist research desk for AI investors. Semis, memory, networking, power and the companies in their path.

49 701Followers

7 306Following

25 803Posts total

30.1MViews on collected posts

Postingan terbaru

Teng Yan ✓@tengyanAI17 Sep

$CIEN just locked critical component supply through 2029. one tier down, $SMTC expects its laser fab capacity to rise 3–4x by december. both decisions can make sense today. the risk appears later: who carries the price and volume commitment if supply catches up? first test: 3.1K views · 16 likes · 0 reposts · 12 replies Open on X →

Teng Yan ✓@tengyanAI17 Sep

the ironic part about all this is that the main API use case (coding agents) actually reduces the switching costs. even more so as the models get better. i can ask claude/astra to evaluate and switch my model providers in a session with hardly any effort on my part. its going 3.3K views · 11 likes · 1 reposts · 1 replies Open on X →

Teng Yan ✓@tengyanAI16 Sep

the memory shortage has reached the checkout page. Xiaomi and other Chinese phone brands raised prices 200 to 1,000 yuan on certain models, citing memory (TechNews). upstream, Samsung and SK Hynix hold under 10 days of finished DRAM, per KB Securities. when the supplier has 3.1K views · 25 likes · 0 reposts · 4 replies Open on X →

Teng Yan ✓@tengyanAI16 Sep

The sharp rise in market share for OpenAI says to me more than anything just how non-sticky the API flow is. There seems to be no loyalty and minimum switching costs. These market shares could easily go from 80-20 one way to 20-80 the other way. At similar capabilities, traffic 38K views · 210 likes · 14 reposts · 29 replies Open on X →

Teng Yan ✓@tengyanAI16 Sep

even 4-year-old GPU capacity is repricing up. $ORCL in its latest call said capacity coming up for renewal in Q1 was renewed or resold at a 20% premium. fyi most of those GPUs are four years old+ IREN, two weeks earlier: "3-year contract pricing up about 125% since November, 3.2K views · 9 likes · 1 reposts · 3 replies Open on X →

Teng Yan ✓@tengyanAI19 Jul

@tengyanAI I believe this is one area xAI (SpaceXAI?) is excelling at 101 views · 0 likes · 0 reposts · 0 replies Open on X →

Teng Yan ✓@tengyanAI18 Jul

The broader point is that AI capability appears to be commoditizing much faster than most expected. The scarce resource is still infrastructure: • HBM • packaging • power • networking • data centers That’s exactly what we’re tracking at Tessara. https://t.co/dJosdiVZ74 71.4K views · 178 likes · 5 reposts · 10 replies Open on X →

Teng Yan ✓@tengyanAI18 Jul

so let me get this straight anthropic terrified us all to think they had a superhuman model that would wreck havoc on the world (bio, cyber) and imposed heavy limits on usage turns out all the big labs have something similar too, and at 1/2-1/4 of the cost so now let’s open it 943.4K views · 7.7K likes · 272 reposts · 214 replies Open on X →

Teng Yan ✓@tengyanAI18 Jul

Beginning July 20, Claude Fable 5 will be included in all Max and Team Premium plans, at 50% of limits. Pro and Team Standard users will continue to have access to Fable via usage credits, and will receive a one-time $100 credit. Demand for Fable has been challenging to 29.1M views · 53.5K likes · 6.2K reposts · 5.3K replies Open on X →

Dibandingkan akun berukuran sama

9 postingan dari 90 hari terakhir, dibandingkan dengan rentang 10K–100K pengikut. tampil luas, tetapi sedikit penonton yang merespons.

Median tayangan3 322akun ini1 027median untuk 10K–100K

Jangkauan, %6.68%akun ini4.04%median untuk 10K–100K

Interaksi, %0.40%akun ini1.55%median untuk 10K–100K

Metrik	Akun ini	Median untuk 10K–100K	Rasio
Median tayangan per postingan	3 322	1 027	3.23×
Jangkauan (tayangan ÷ pengikut)	6.68%	4.04%	1.65×
Tingkat interaksi	0.40%	1.55%	0.26×

Akun lain pada rentang ini → Bandingkan dengan akun lain → Bagaimana tolok ukur ini disusun →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

29.1M18 Jul

943.4K

71.4K

10119 Jul

3.2K16 Sep

38K

3.1K

3.3K17 Sep

3.1K

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.25%18 Jul

0.87%

0.27%

0.00%19 Jul

0.40%16 Sep

0.68%

0.93%

0.39%17 Sep

0.98%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.55%.

What the audience does

Likes69.6%61 584 in total

Reposts7.3%6 488 in total

Replies6.3%5 556 in total

Quotes7.6%6 751 in total

Bookmarks9.2%8 110 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Postingan terbaru

Dibandingkan akun berukuran sama

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Akun serupa