🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

$GOOGL follow-up thoughts including 10-Q data points: Search click growth slowed to 2% yy which was a notable slowdown from 4-8% yy seen in prior 8 quarters. Pricing growth normalized for FX was ~9% yy consistent w/ 7-10% yy seen over past 4 qtrs but a meaningful step-up from

GUAC ($GOOGL $UBER $ADBE $CRM) Getting Unfairly AI Cancelled? or Good Until AI Came? ChatGPT is more creative than I ever will be.

I'm not sure what to infer from $ADBE's pricing tactics. Headline frontpage price for individuals is $59.99 / month for a yearlong commitment. I cancelled my trial and they offered me $29.99 / month for a yearlong commitment. Feels like cable company behavior - maybe indicates

Third party contact worked at Boston Dynamics for many years before leaving late last year. Interesting thoughts as to where we are with humanoid robotics - making advances but still very early. Also unclear where product-market fit will first be since specialized robots do

$PCOR Q1 / guide was pretty mixed. Story: Moving sideways at best. Team communication has been all over the place (surprise change in GTM, surprise CEO departure, expense allocation moving around, one-time charges not flagged, etc.). Good product but seems like some sort of

Third-party contact is VP Engineering at tech start-up focused on API security. Constructive view on AI Copilots and biased towards purchasing them from incumbent platforms ($CRM, $NOW, $TEAM) even if current tools are still early to leverage data advantage. Did mention they

3P contact is CIO at large insurance company. Pretty positive on AI impact to business and preference to get functionality from $CRM for customer-facing functions. Highlights -Built internal employe self-service w/ DRUID AI – thus far had 150k queries w/ 95% accuracy and 40%

3P contact is CTO at online accounting business that uses $CRM pretty pervasively. Pretty positive on Agentforce (AF) and AI ROIC. They plan to let go 75% of their call center agents next tax season based on the efficacy of AI chat/voice bots deployed this year. Highlights