MNDY: Strong Rivalry But Greenfield TAM With Attractive Valuation

Summary * The debate between focused startups and compounded startups in the enterprise tech industry continues, with differing views among investors. * Focused startups argue that specialization and excellence in one area is key to competitive edge and survival. * Compounded startups believe that creating a platform of interdependent solutions can provide better performance, user experience, and total cost of ownership. Focused vs. Compounded During 2021-22, internally, with clients, and

Summary * AIP is PLTR's catalyst to roaring success, though in reality this was a low bar innovation by them. * AIP takes the limelight, but as we have been saying since January 2021, it is the ontology that is the key to successful LLM implementation. * We also compare PLTR

Summary * MNDY continues with excellent execution at the top and bottom lines. * During this update we make a number of comparisons between MNDY and ASAN to help investors better understand MNDY's strengths. * We dive into mondayDB and how it may impact the vendor's gross margins. We