$GTM IMO, Claude Cowork is a positive development for ZoomInfo. People can't DIY all the paid APIs and data sources that ZI uses. But all these new tiny "competitors" that mushroomed, using public data - they are toasted. As usual, I talk my book.

Ben Affleck is a genius in his field. But the average Hollywood film is the same slop that AI produces. The true magic of AI: we can have hundreds of films about doctors, created by doctors. Some will be top-level.

Citing Thucydides -> proscriptions -> exile to Greenland for the lucky billionnaires, who won't be executed right away. Ancient traditions in exercising power to collect money for wars are brutal.

IMO, there will be 3 types of SaaS: 1. Highly useful. You need $1k a month to build the same solution yourself vs. a $100 SaaS subscription. Bills for databases, API data access, and hours of your employees quickly add to costs. This group can continue growing and could even

For the record: bought $NVEC at $78, price changes much faster than I can write why :) This is a bet for a few years, will share my view a bit later.

When you sell $10 notes for 10-30 cents (Gemini, Open AI) or even $1 (Anthropic), the demand will be unsolvable. The questions are: 1. How long will this fest last? 2. How many people will generate images and videos if charged full price?

$MSFT In June (25Q4 fiscal), Microsoft reduced benefits for startups using Azure and OpenAI models. Azure's growth rate immediately plateaued. What happens if the benefits are removed altogether? finsee.ai/earnings/msft/…

What are governments waiting for? 5 years ago (before GPT 3.5) AI was able to improve breast cancer diagnostics. When the newest models are tested, I'm sure the results from the doctor (or nurse) + AI will be outstanding. That's also the best way to cut costs and queues.

Just a reminder how in a matter of few months boom in all countries' stocks and many commodities turned into bust. And then vicious cycle: lower asset prices -> lower consumption -> recession -> lower asset prices. And no market reaction to the Fed for many months.

$COUR The most recent trends in online education: 1. Companies are more cautious to finance online degrees of employees. 2. Employees see extra eductaion as the best chance to increase salary -> huge demand for micro credentials. 3. A growing proportion of new learners comes

Look at influencers: there are billions of social media accounts. Travel, food, beaty, kids blogging - competition is more insane than what AI could do with software. Yet, there are enough people (or rather small biz teams) reaping huge rewards. The same will be with

$GTM I simply don't understand the math. 2025FY Revenue was +3%. Net revenue retention rate went up from 87% to 90% YoY. How can the sales guidance for 2026 be almost flat? The share price fell so much that I expect an interesting discussion during the call.

$GTM The 0.6% sales growth guidance says it all. Looks like the macro picture changed. 6 months ago, the CEO sounded much more confident, IMO. Now he said shares are mispriced, but they don't look too mispriced, considering: 1. CFO admitted "quarterly beats could be smaller.

$FVRR Looks like last summer top LLMs crossed an important capabilities threshold. A huge hit to many regions that depend on freelancers.

In order to have a blueprint on how this could play out, look at the collapse of the Soviet Union: 1) PhDs selling clothes on the marketplaces; 2) government employees growing fruits and vegetables on "dachas"; 3) huge migration leaving cities of the "old economy" virtually dead.

$TLT green with oil +7% today

IMO, we'll see the first jet fuels limits in Europe in a few days. Like, no fuelling of planes if passengers could travel by train or bus between the same cities.

$ABT earnings mean $NVEC has a strong tailwind. Medical devices segment was a star: Electrophysiology +16.7% reported, Rhythm Management +17.0% reported (both +12.5% on comparable basis). New equipment was installed just in time for NVEC's biggest customer.