By Equity Research in Palantir — Feb 21, 2025 Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation
Software 3.0 Notes: Convequity’s Lens on Software 3.0 Investing Summary * Software 3.0 mirrors the early internet era: AI is in
Fortinet Updates: Fortinet - The Convergence of Network, Security, and the Physical World Summary * Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
SaaS Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste Summary * AI threatens enterprise SaaS more than consumer apps, as agentic interfaces