Read next
Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era
Palantir’s “NVIDIA moment” is here: Q1’s 85% growth and 145 Rule of 40 validate AIP’s compounding platform fit while governance moats secure the agentic era.
Notes: SiTime and the Rising Importance of Precision Timing in AI Systems
Summary
* Precision timing has shifted from commodity infrastructure to a system-level constraint in AI, and SiTime sits at a critical coordination layer as compute, networking, and interconnect complexity scale non-linearly.
* CED is the clear near-term growth engine, with MEMS-based timing content expanding across GPUs, NICs, switches,
Notes: Convequity’s Lens on Software 3.0 Investing
Summary
* Software 3.0 mirrors the early internet era: AI is in an infrastructure-first phase where most value accrues to chips, data centers, power, and networking, while the true application winners largely do not yet exist.
* The public SaaS universe is structurally impaired, with slowing growth, high SBC, compressed