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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: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?

enterprise software

21 min read 25 Aug 2025

Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?

Summary * The AI narrative has swung from favoring SaaS incumbents in 2024 to highlighting nimble AI-native startups in 2025, though incumbents remain unseated for now. * GPT-5’s incremental release underscored that AI progress may be more gradual than hyped, cooling expectations of dramatic disruption and leaving the field

The Year of AI DevOps & Fears for GitLab (Pt.1)

15 min read 14 Aug 2025

The Year of AI DevOps & Fears for GitLab (Pt.1)