Q1’23 cloud earnings are in and annualized net new revenue Y/Y is a good representation of where we are in this cycle - down 26% Y/Y and expected to continue to decrease to ~30-35% in Q2’23. - AWS: Net new down 41% Y/Y - Azure: Net new down 14% Y/Y - Google Cloud: Net new down 8%

👀 There's now only 3 cloud software companies trading >10x NTM rev. Snowflake at 15.2x, Veeva at 10.8x and Cloudflare at 10.5x Snowflake at 50x NTM FCF, Veeva at 30x NTM FCF, and Cloudflare at 230x FCF (NTM FCF margins of ~5%) Datadog dropped out of the top 10 multiples for

Kira (Short Film on Human Cloning) My new AI-assisted short film is here. Kira explores human cloning and the search for identity in today’s world. It took nearly 600 prompts, 12 days (during my free time), and a $500 budget to bring this project to life. The entire film was

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All these stocks hit new 52 WEEK HIGHS at some point today Palantir $PLTR Shopify $SHOP Johnson & Johnson $JNJ $OKLO Astera Lab $ALAB Arista $ANET Agnico Eagle $AEM Anglogold $AU Autozone $AZO Barrick Mining $B Brookfield $BAM Bloom Energy $BE Franklin $BEN British American

This is how I feel about vibe coding. Any project I try that has any kind of complication has this immediate burst of progress. Things are amazing and it feels like a superpower. Then... as I add more complexity, things crash to a halt. The only projects that I think I can

This video? I put it together quickly with just 4 prompts. We’re in a time where (relatively) high-quality, on-brand content can be created in minutes or hours — and where the line between “concept” and “finished ad” is disappearing quickly. Where is marketing going from here?

"AI is eating software" $CRM $NOW $HUBS $ADBE

Break free. (made with Veo 3) AI is changing content: It takes just a few prompts to generate content that previously took real time. The line between concept and finished ad is disappearing quickly... Lots of messages and people reaching out after my last video. Thanks for