They say that every closed lost opportunity in tech sales is a dream waiting to be revived.

I’ve talked about xAIs need to outcompete everybody on model quality, but right now they are failing at their supposed best angle, scientific problem solving. Their next training run for Grok 5 is make it or break it (plus massive pressure on the newly minted sales team).

Do you understand, tech sales anon?

Cybersecurity is still cloud infrastructure software, even if it's less compute-intensive (in theory). In practice, most of the workflows will become agentic and data footprints will increase, which will drive a higher COGS (i.e., higher barrier for new entrants). The reason

The xAI advantage, hopefully the sales reps are triggering custom automation workflows where Ani reaches out to prospects and offers free API access credits if they would take an introduction call. The playbook way.

The 9,500 words deep dive into MongoDB is here. Going forward, The Infra Play will offer a premium tier that will include the full list of articles. On a weekly basis there will be 2 new articles added and some of them will require a small monthly subscription. There has been

Updates: - $MDB entry fully expanded with latest info and a Deep Dive - You can now copy specific companies and share links - You can now save filters and remove them while looking for the right set of companies

"Listen to me pal, I need to hit the consumption ARR target by the end of the month and you guys stopped ingesting any data. Tell me what you want and stop playing."

"Show me 175% quota attainment on average in your team and I'll quit to work for you right now."

If AI is actually delivering the outcomes the hype men talk about, the quasi-nationalisation of the key hardware and software companies is inevitable. Most are not ready for that conversation and the implications on every part of how we raise funds, scale orgs and sell.