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James Cham
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@jamescham

James Cham

@jamescham
@bloombergbeta; of the San Gabriel Valley; investing in 2050; working to improve the second derivative; looking for troublesome ringleaders!
Palo Alto, CA
Joined October 2007
5,896 Following
18.6K Followers
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  • Pinned
    @jamescham
    James Cham
    @jamescham
    Jun 12, 2018
    Sometimes, all it takes is to find kindred souls to feel like the world is an amazing place.
    33
  • @jamescham
    James Cham
    @jamescham
    8h
    “If you loved the machine that builds the machine, you’ll love the machine that builds the customers that use the machine”
    @kevinakwok
    Kevin Kwok
    @kevinakwok
    13h
    TSMC doesn’t just make chips. It manufactures its customers. New essay. Abstract Warfare: How TSMC Made Its Own Market kwokchain.com/2026/10/09/abs…
    my loop is better than your loop.
  • @jamescham
    James Cham
    @jamescham
    10h
    Cloud migration was controversial well after it was obviously right, and adoption took much longer than it should have. Same will probably be true with AI agents!
    4
  • @jamescham
    James Cham
    @jamescham
    12h
    Plausible deniability as a service
    7
  • @jamescham
    James Cham
    @jamescham
    Oct 8
    On the one hand, it seems like everyone is buying into (or selling) a software factory. On the other hand, whenever I talk to most people they aren’t really doing even the most basic step of not handreading code.
    4