By Equity Research in Palantir — Feb 21, 2025 Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation
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
AI DevOps The Year of AI DevOps & Fears for GitLab (Pt.2) Summary * GTLB is taking a defensive stance toward the rise of AI