Johnny Lee

Hi! Welcome! I’m Johnny.


Currently at Adept.


Previously, at Amazon Lab126, 23andMe, and Salesforce.


Here, I post my ramblings on everything from technology to markets.

Latest

Optimizely for Intelligence
Tue Mar 11 2025
GPT4.5: Good or not, its launch is good for the LLM serving business
Tue Mar 04 2025
Are frontier labs making 80+% gross margins on LLM inference?
Sun Mar 02 2025
DeepSeek: Compounding progress… delayed market reactions
Mon Jan 27 2025
Embracing the new era of computing, communication ... and energy
Wed Jan 22 2025
At the top of the learning curve for Generative AI
Thu Nov 14 2024
Renting clothes in Japan, "Speak Now", and Jobs
Sun Jul 09 2023
Bidenomics, AI money, problems for bankers
Sun Jul 02 2023
Taylor Swift boon for hotels? Masayoshi Son is back.
Sun Jun 25 2023
Full faith and credit of the United States
Fri May 26 2023
Responsible AI adoption at the world’s most systemically important bank
Sat May 06 2023
Business e-mail compromise (BEC): Super-charged by generative AI technologies
Thu Mar 09 2023
Despite Swedish housing rout, real estate website Hemnet continued to raise prices
Mon Jan 09 2023
US and European companies lean on Microsoft, Proofpoint to protect their inboxes
Wed Dec 21 2022
BJ’s Wholesale Club favored new gas stations in 2022
Wed Dec 07 2022
Email me when Elon Musk reactivates Donald Trump’s Twitter account
Sun Nov 20 2022
Hemnet Group AB (Long Investment Thesis)
Wed Mar 09 2022
Are Ellis Act withdrawals speculative in San Francisco?
Thu Mar 17 2016