Clark Tang ✓

@_clarktang · san francisco · joined 15 Aug 2019

investing @ altimeter // be humble, never stop learning // no investment advice all views personal

19 338Followers

471Following

537Posts total

1.1MViews on collected posts

Posts recentes

Clark Tang ✓@_clarktang20 Aug

@_clarktang @regardingsemi Equally impressive chart! https://t.co/uXnfx0xzbG 486 views · 5 likes · 0 reposts · 0 replies Open on X →

Clark Tang ✓@_clarktang20 Aug

@_clarktang It's a good model 87.3K views · 862 likes · 5 reposts · 121 replies Open on X →

Clark Tang ✓@_clarktang19 Aug

@_clarktang Yeah but didn’t codex get folding into gpt, so its double counting? 32K views · 19 likes · 0 reposts · 2 replies Open on X →

Clark Tang ✓@_clarktang19 Aug

Impressive from OAI! Codex users straight inflecting up after 5.6 release https://t.co/L2p5MieOnQ 113.4K views · 584 likes · 22 reposts · 30 replies Open on X →

Clark Tang ✓@_clarktang12 Aug

All views expressed are my personal views. Does not reflect the views of Altimeter, Nvidia, or any other person or entity. Altimeter and its clients trade in public securities, have made and/or may make investments in or investment decisions relating to the companies referenced 21.1K views · 40 likes · 0 reposts · 5 replies Open on X →

Clark Tang ✓@_clarktang12 Aug

@_clarktang How do you think abt a synthetic hyperscale model with 300 aggregation points, vs 1 for a primary cloud relationship? Each an individual procurement process, different software ecosystem, pricing negotiation, etc? Distribution would seem to be the biggest dis-synergy 4.3K views · 20 likes · 1 reposts · 2 replies Open on X →

Clark Tang ✓@_clarktang12 Aug

The reality is what we are seeing unfold is Nvidia speedrunning the creation of a synthetic hyperscaler. Apologies in advance to all the investors who are stuck in their priors that this will trigger. But what is a hyperscaler? Strip it down and it’s a scaled infrastructure 688.6K views · 2.2K likes · 263 reposts · 143 replies Open on X →

Clark Tang ✓@_clarktang11 Aug

The world is going to look back at this creation of this AI infra Financing program at one of the most consequential moments in finance If you take a step back, you’ll see how impactful this will be for the entire ecosystem This is where real analysis makes alpha 44.8K views · 215 likes · 9 reposts · 9 replies Open on X →

Clark Tang ✓@_clarktang31 Jul

Lol if this is true, this is super bullish for Anthropic, not bearish Spend <~5B run rate to train a frontier model People distilling is "25B" of run rate - both matched up Take $15B of excess to train N+1 Model Use said model to train N+2 Model Distillers still trying to catch 8K views · 35 likes · 1 reposts · 7 replies Open on X →

Clark Tang ✓@_clarktang6 Oct 2023

I believe the top question in most tech investors' minds is - "where are we in AI?" I wrote a piece from the perspective of someone who spends a lot of time thinking about the public markets AND speaking with private companies https://t.co/aOZ0vUMnq5 74.5K views · 97 likes · 9 reposts · 6 replies Open on X →

Em comparação com contas do mesmo porte

8 posts dos últimos 90 dias, ao lado da faixa de 10K–100K seguidores. aparece para muita gente, mas poucos desses espectadores reagem.

Mediana de visualizações38 426esta conta924mediana para 10K–100K

Alcance, %198.70%esta conta3.62%mediana para 10K–100K

Engajamento, %0.53%esta conta1.52%mediana para 10K–100K

Métrica	Esta conta	Mediana para 10K–100K	Proporção
Mediana de visualizações por post	38 426	924	41.6×
Alcance (visualizações ÷ seguidores)	198.70%	3.62%	54.9×
Taxa de engajamento	0.53%	1.52%	0.35×

Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →

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

74.5K6 Oct

8K31 Jul

44.8K11 Aug

688.6K12 Aug

4.3K

21.1K

113.4K19 Aug

32K

87.3K20 Aug

486

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.15%6 Oct

0.54%31 Jul

0.53%11 Aug

0.38%12 Aug

0.53%

0.21%

0.57%19 Aug

0.07%

1.14%20 Aug

1.03%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes49.7%4 033 in total

Reposts3.8%310 in total

Replies4.0%325 in total

Quotes1.3%105 in total

Bookmarks41.2%3 346 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.

Posts recentes

Em comparação com contas do mesmo porte

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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