The Procurement Guy @CostCutPro
Sharing expertise from working @ multiple $10B public manufacturing companies to a pre-& post IPO tech startup TheSpendLedger.com Joined May 2023-
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@birdabo @zerohedge Nice landing page
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@CoFoundersNik We only had 2. Agreed, kids are worth it and each extra would be worth the investment
As we realize our conversations AND presentations are used…folks will move more toward open models Once they get easier to use
Anthropic's discovery of array-associated reverse transcriptases? Turns out it was already done by a Danish scientist. He used Claude for administrative tasks, but not in an agentic manner for the discovery. He already filed a patent and gave talks on it nytimes.com/2026/09/27/sci…
@WSJ I have the digital version and miss the left side. Hasnt been recreated well in Mobile
@andrewchen Will be a big difference given the others are actuals and this is a forecast If it maintains, that’s amazing, but most of these forecasts don’t actualize in this way
Has anyone gotten even beyond decent value out of copilot? computerworld.com/article/420976…
Maverick spend isn't a process failure. It's a margin leak. The fix isn't another procurement platform. It's governance with actual teeth. Most companies are buying the former and deferring the latter, then doing end of quarter cleanups that don't close the hole thespendledger.com/articles/maver…
@girdley I’ve never seen such a long term media play book in action! Congrats lol
@PeterMallouk Take a look at industrial capex stuff next
This guy is why people spend so much time writing their tweets for 0 likes Every once it a while something HITs
Over the past week, a global reckoning about the risks of AI spread from the frontier labs of Silicon Valley to living rooms across America and the corridors of power in Washington and Beijing. And it all started with a guy nobody had ever heard of. on.wsj.com/3ST17Gp
Companies that manage SaaS seat costs tightly are for sure going crazy if their ai adoption is taking off
Signal you know your getting another price increase thespendledger.com/articles/sales…
that feeling when they say AI killed saas but keep buying your CRM
@typesfast @bscholl Coming with that big truck energy Ryan? Lol
Article: thespendledger.com/articles/anthr…
Watching those AI pilots like a hawk! “SharpCode estimated on September 11 that moving an AI proof of concept into production in the UK typically costs five to fifteen times the pilot” I.e.…probably not budgeted
supply chains used to be simpler
There have been 11 refineries shuttered since the pandemic in the US The US only has 130 refineries today. Down from 158 in 2000.
@bgurley Even if they get it generally right, money speaks loudly to have it still lean in the direction of the company
Article: thespendledger.com/articles/edge-…
Vercel charges $20/seat/month. Sounds flat. Then you hit 10M edge requests and it goes to $2 per million above that. Teams treating edge compute as a software subscription are going to have a bad quarter once deployments scale.
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