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THE ART OF MAKING A MISTAKE (IN 5 STEPS) If your X timeline looks anything like mine, you haven't been able to avoid the drama going on in ReTwit recently. TLDR for those lucky enough to miss it: CRE GPs active on Twitter raised HNW LP funds to buy top of market assets funded

1/ Can’t wait to see the first “incumbent” (in a large software field…like support, CRM, HR, etc) switch from “per-seat” pricing to **per-outcome** pricing. I’m writing an essay on this now, but consider Zendesk at $115/seat per month…or ~$1.4M/year for 1000 agents:

Benchmarking Multi Product Adoption in Software: $DDOG dominance, Databricks making history, Apps vs Infra 🧵 💭 New product adoption is critical for revenue + margin expansion + retention. This latest analysis benchmarks new product penetration of ARR vs time since launch & can

Evolution of Databases in the World of AI: Why $ESTC is seeing impact sooner & what happens to vendors like $MDB in a world full of Gen AI Applications 🧵 💭 Sparked by a growing narrative that $MDB is not an AI winner after its last 2 quarters & an insightful conversation with

Can someone ask Susan at META to adjust their server useful life? Same servers as MSFT, AMZN, & GOOG—why the different useful times? Now would be a great time for it🙃

A few years ago, I was critical of Aneel because he seemed too conservative. Times have changed at $WDAY...

A new cohort of investors at $ESTC just learned what it means to be 'Janeshed'

$MSFT: alright folks, Azure’s 31-32% growth was not great. Now that’s behind us, and with Office/Copilot performing better than expected, plus Azure set to accel in the back half—what do we do now?

Roger Federer's retirement letter to Rafael Nadal is somehow even more classy than you would expect 👏

and it continues to work

“Revenue from OpenAI’s most expensive subscription tier of ChatGPT has surpassed revenue the company generates from customers of the artificial intelligence chatbot who are part of business team subscriptions, OpenAI leaders recently told some shareholders.” Normies, yes pls

Can someone pls reach out to the banks cancelling all DeepSeek calls? Thx

GOOG: love how Anat saying a lot more than Ruth

Bump one last time since regular qtr EPS is done Looking for PM or sub PM/carve roles ideally at larger platforms (open to NYC, EU, London) Separately, lmk if you're a TMT PM or senior analyst & want to meet/catch up over a coffee -- DMs open

Econ slowing, gov cuts a headwind, immigration both a headwind & inflationary, looming tariffs, and the Fed likely to stop cutting. Not a great setup if you ask me

In case you missed, below the best take on the MSFT soap opera

Gov went as far as exempting semis—I'd guess mainly due to AI. If that's the intent (speculating based on Sacks' public comments), I'd expect some exemption tied to chip % of BOM or something similar to TSM (e.g., commit to US assembly investment).

Models may be commodities, but the product built on top isn't—and this is a big step toward increasing switching costs