Michael Fritzell (Asian Century Stocks)
RT @firstadopter: It's almost as if AI can help SaaS companies provide more value and insights to their customers. Crazy.

That said, business models will likely transition from seat-based to usage-based pricing.

I now constantly get questions about the SAAS meltdown, role of AI, system of records etc. I don't have an answer to all these.

But I do know that we saw an acceleration in our business in Q2, Q3, and now finished the year with accelerating Q4.

The question is, why?

Short answer: AI. But the underlying reason is subtle. We are growing fast because we are finally removing the biggest bottleneck in data: the technical barrier to entry.

For years, if you didn’t know SQL, Python, you were locked out of the value chain. That has changed fundamentally with the 𝐆𝐞𝐧𝐢𝐞 𝐟𝐚𝐦𝐢𝐥𝐲, and it is the "secret sauce" behind our recent momentum:
• 𝐆𝐞𝐧𝐢𝐞: Analysts can query data without any SQL. I use this every day myself.
• 𝐃𝐚𝐭𝐚 𝐒𝐜𝐢𝐞𝐧𝐜𝐞 𝐆𝐞𝐧𝐢𝐞: Builds end-to-end AI models for you, similar to Cursor for ML on your data.
• 𝐃𝐚𝐭𝐚 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫 𝐆𝐞𝐧𝐢𝐞: Write Spark pipelines, does plumbing, troubleshooting.

We've been talking about DATA + AI democratization, but generative AI finally enabled it in a way that wasn't possible before. That's why we're seeing a market response.

Take 𝐋𝐚𝐤𝐞𝐛𝐚𝐬𝐞 𝐏𝐨𝐬𝐭𝐠𝐫𝐞𝐬. We launched this serverless engine for agents and apps recently. At 8 months into its journey, its revenue is already 2x what our Data Warehouse product was at the same stage.

All this taken together, we ended up with the following stats for Q4:
🚀 $5.4B Revenue Run-Rate, growing >65% YoY
🚀 $1.4B AI Revenue Run-Rate
🚀 FCF Positive for the year
🚀 NRR >>140%

https://t.co/yq3riYyr8r - Ali Ghodsi
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Michael Fritzell (Asian Century Stocks)
RT @real_MikeBarnes: On a 20 year chart $NTDOY is bouncing right at the SMA 50. This is what you would expect if the story remains intact. I recently bought it again in Tokyo 8740 JPY. After some deep comparative thought on the active users and software trends now vs Switch 1 I am getting more.
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God of Prompt
JSON Prompting boosts my prompt strategies
It increases efficiency and accuracy
• Structure prompts with JSON
• Leverage its flexibility
• Use practical examples

🔗 Click below to read more:
https://t.co/vxdMB5n980 https://t.co/WB4GN3FPon
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Brady Long
why is this legal?

this is scary.. GeoSpy AI can track your exact location using social media photos in 2 secs and show it in 3D.

upload photo -> get coordinates. https://t.co/b49qimXKWy - Oliver Prompts
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Chris Hohn on Google & an underrated investing lesson $GOOGL $GOOG:

“We have a position in Alphabet… Maybe our most ‘risky’ investment… We have some level of protection because there are businesses like YouTube, and their Cloud business… We think they have a lot advantages of their data.”
___

𝘛𝘩𝘦 𝘭𝘦𝘴𝘴𝘰𝘯:

𝙎𝙤𝙢𝙚𝙩𝙞𝙢𝙚𝙨 𝙬𝙝𝙖𝙩 𝙡𝙤𝙤𝙠𝙨 𝙡𝙞𝙠𝙚 𝙩𝙝𝙚 𝙧𝙞𝙨𝙠𝙞𝙚𝙨𝙩 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙤𝙣 𝙩𝙝𝙚 𝙨𝙪𝙧𝙛𝙖𝙘𝙚 𝙘𝙖𝙣 𝙗𝙚𝙘𝙤𝙢𝙚 𝙩𝙝𝙚 𝙢𝙤𝙨𝙩 𝙖𝙩𝙩𝙧𝙖𝙘𝙩𝙞𝙫𝙚 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙛𝙚𝙖𝙧 𝙖𝙣𝙙 𝙨𝙝𝙤𝙧𝙩-𝙩𝙚𝙧𝙢 𝙥𝙚𝙨𝙨𝙞𝙢𝙞𝙨𝙢 𝙖𝙧𝙚 𝙖𝙡𝙧𝙚𝙖𝙙𝙮 𝙥𝙧𝙞𝙘𝙚𝙙 𝙞𝙣, 𝙘𝙧𝙚𝙖𝙩𝙞𝙣𝙜 𝙖 𝙡𝙖𝙧𝙜𝙚 𝙢𝙖𝙧𝙜𝙞𝙣 𝙤𝙛 𝙨𝙖𝙛𝙚𝙩𝙮.
___

That was the case here — since this interview was published, $GOOG is up +94%

Risk isn’t just about headlines or narratives. It’s about price vs. fundamentals, downside protection, and whether pessimism has gone too far.

𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘰𝘧𝘵𝘦𝘯 𝘳𝘦𝘸𝘢𝘳𝘥 𝘵𝘩𝘰𝘴𝘦 𝘸𝘪𝘭𝘭𝘪𝘯𝘨 𝘵𝘰 𝘭𝘰𝘰𝘬 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯𝘵𝘺 — not around it.
___

Video: In Good Company | Norges Bank Investment Management (05/14/2025)
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Brady Long
This is gonna ruin so many marriages.

this is scary.. GeoSpy AI can track your exact location using social media photos in 2 secs and show it in 3D.

upload photo -> get coordinates. https://t.co/b49qimXKWy - Oliver Prompts
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Wow 🤯 … have to share these few pages from “What I Learned About Investing From Darwin” 📖

Take a moment to absorb this. Trust me, it’s worth reading multiple times to fully grasp the concept

The text emphasizes that learning to avoid bad investments (reducing Type I errors) is more critical than finding good ones, suggesting that skepticism in investment decisions might be more valuable than optimism

This underlines the strategy of being a great investor by being a great rejector, focusing on minimizing bad investments to enhance overall investment success
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The Transcript
Chegg CEO: "As we have expressed, changes in search interfaces continue to impact our traffic"

$CHGG: -8% AH https://t.co/KsyvslTwVG
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The Transcript
$CHGG CFO: "...I’d like to quickly address the delisting notice we received from the NYSE. The notice has no immediate impact on our listing status, and we have ample time and multiple avenues available to regain compliance, including a potential reverse stock split"

Chegg CEO: "As we have expressed, changes in search interfaces continue to impact our traffic"

$CHGG: -8% AH https://t.co/KsyvslTwVG - The Transcript
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