GitLab's CFO leaving quick to head to Snowflake $GTLB $SNOW linkedin.com/feed/update/ur…

today in premium - a look at Samsara's strong Q2, with one caution $IOT

today in premium: $RBRK Rubrik's solid Q2, market overreaction, 2H predictions, exciting new acquisition (AI), and new agentic AI resiliency product also of interest to Databricks $NET $SNOW $AMZN $MSFT $GOOG

today's free post: Understanding Figma $FIG a look at the company at IPO, part 1 of a 3 part series that also looked at their product line, new directions, GTM motions, pricing change, and growth vectors $ADBE $MNDY

End of an era - founder of Constellation $CSU, who perfected the rollup of vertical software plays, hands over the reigns due to health reasons

Figma $FIG spiked up 7% on brief mention by Sam Altman in Open AI Dev Day keynote Okayyyyy

this week in premium: part 1: a look at NVIDIA's latest moves (Spectrum-X, CPX, EU buildout) part 2: the great AI buildout being unlocked across hyperscalers, neoclouds like CoreWeave and Nebius, and AI providers OpenAI and xAI $NVDA $AMD $META $AMZN $GOOG $NBIS $CRWV

Oracle: we just added $300 billion in AI cloud orders Microsoft: we just added $250 billion in Azure orders Google: Anthropic chose us for a cloud deal worth tens of billions Amazon: we just built a $11 billion data center for a customer that just ordered tens of billions of

"It has become clear that our compute needs have continued to expand meaningfully, including versus our expectations last quarter." $META

Today in premium: the basics of neoclouds and the massive data center buildout of $NVDA and $AMD racks Deep dives coming on $CRWV $ORCL $NBIS $IREN Also walking through cryptominer-to-AI plays like $APLD $GLXY $CORZ $CIFR $WULF $HIVE $HUT $BTDR

Old-school colo/REIT tactic in the great AI buildout: please give us an idea of where to build our next-gen GPU data center pretty pleaseeee so that we don’t have to do the leg work. Good luck with that. datacenterdynamics.com/en/news/hypers…

Cloudflare $NET up 8% on earnings Continued reaccel over last 2Qs to now +31%, RPO + 43%, cRPO +30% Sadly their head of product/engr (stupidly jettisoned by Servicenow last year) getting snatched away to become CEO of undisclosed public tech co

AppLovin $APP Rev +68%, +11.6% seq vs +8.9% seq last Q - accel Guide +13.9% seq - further accel EBITDA +5pp, +1pp seq FCF jumped +14pp seq to 75% !! Accel and projecting further accel