study PLTR if only because they hold the sole blueprint for enterprise scale agentic infra

for reference

very thoughtful write up on WDAY, enjoyed reading strongly agree with Joe Schmidt IV's view that challengers must be able to implement in months not years, and that agents enable this type of leverage. this capability is also essential for incumbents, like WDAY, to reacceletate

congrats pods you're paying $500k for Snoopy to tokenmaxxx x.com/semianalysis_/…

DDOG bill at OAI likely back up - great work from Alex Zukin @ Wolfe Research

In the next few months it will become abundantly clear how mispriced cybersecurity assets are today. The labs are working with cyber leaders because security is increasingly the bottleneck for agentic adoption in the enterprise. This trend will only grow from here

3 use cases: coding, customer support, knowledge retrieval. outside of this, AI is unproven ROI in the enterprise systems entrenched over decades cannot change overnight... talk to your CTO

the most commercial AI use case I've built is predicting when sellside analysts are getting ready to change their mind on a stock accurately predicted the slew of OKTA CRWD RBRK upgrades in recent weeks and predicted CHKP downgrades (didn't get those, but got the -20% move)

this is the reason for companies like Parallel Web Systems Parallel Web Systems and Exa - some of the first clearly differentiated AI infra plays. real time web index / search for agents + models is fundamentally hard to solve, particularly when sites start to block scraper bots

all birds hit it first

Always has been.

he's so long software it's not even funny

for reference

showing up after IGV crossed the 100D, i see you Ali Ghodsi

interesting dichotomy of AKAM signing a $1.8b frontier lab deal vs NET doing a 20% RIF any guesses on the AKAM customer? distributed, edge compute, enterprise delivery.. Anth or Gemini?