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
AI stack
Notes: Convequity’s Lens on Software 3.0 Investing
Summary
* Software 3.0 mirrors the early internet era: AI is in
Updates: Palantir - 2025 the Year of AI Application?
Summary
* While PLTR currently trades at a high multiple (~450x TTM P/
Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation
Updates: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2)
Summary
* SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue