The amount of hate I got for suggesting TWLO was a long back then…

IAS might be the cheapest sw name now

You’re kinda morally required to short PLTR at this point right?

Good news for Stargate is that if AI training is a bust, Masa can realize his dream of vertical farming

Datadog gonna have to do a major deal, or else this story gonna go bust

I dont think there's a good SaaS (app layer) story until we see some solid agent (workflow automation) in production. Think GL, CRM, etc.

The first instance of demo i saw was more than 2 years ago with Adept but making this actually work in production never happened. With o1/03, it becomes within grasp but buying the large cap vendors marketing today seems early.

Hmmmm

Where is India in this AI hunger game? 1B people, IITs, math/CS…

Whether deepsink cost 5M or 5B, the fact is you are getting free embedded AI businesses in China tech at forestry product valuation.