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Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era

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.

20 min read 07 May 2026

The Year of AI DevOps & Fears for GitLab (Pt.2)

21 min read 07 Sep 2025

The Year of AI DevOps & Fears for GitLab (Pt.2)

Summary * GTLB is taking a defensive stance toward the rise of AI IDEs and coding agents, underestimating their sophistication and growth potential. * The company’s platform expansion strategy has been broad but poorly executed, lacking the focus and discipline seen at peers like PANW and DDOG. * Leadership assumes that more

Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation

11 min read 21 Feb 2025

Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation

Notes: Stocks To Monitor For A Future World Of Agentic AI - Palantir, Monday, ServiceNow

17 min read 31 Jan 2025

Notes: Stocks To Monitor For A Future World Of Agentic AI - Palantir, Monday, ServiceNow

Summary * Unlike brittle RPA tools, AI agents will adapt to workflows, integrate across enterprise data, and operate autonomously, making their TAM far larger. * ServiceNow (NOW) has a strong AI agent roadmap, bolstered by its Raytion acquisition for advanced enterprise search and data integration capabilities. * Palantir (PLTR) excels in workflow understanding,

Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive

quarterly results

36 min read 13 Dec 2024

Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive

Summary * Monday continues to deliver solid performance at both the top and bottom lines. * In this update, we revisit MNDY's core competitive edge, progress in its four product categories and discuss its AI development. * We also discuss the prospect of MNDY becoming a system of record, or SOR,

Updates: Confluent - Investors Are Betting On Agentic AI Too Early

11 min read 21 Nov 2024

Updates: Confluent - Investors Are Betting On Agentic AI Too Early

Summary * Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ growth, improved EBIT and FCF margins, and raised full-year guidance, signaling potential growth reacceleration. * Management's strategic acquisitions of Immerock and Warpstream highlight CFLT's agility and vision, positioning it to compete effectively in the

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