Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?
Summary
* The AI narrative has swung from favoring SaaS incumbents in 2024
GitLab
Notes: Navigating the Shifting Sands: Is Enterprise Software Facing a Secular Sentiment Change?
Summary
* Investor sentiment toward enterprise software is softening, raising the question of
The Year of AI DevOps & Fears for GitLab (Pt.1)
Notes: The Only Way Not to Be Replaced by AI is to Invest in AI
Summary
* AI democratizes software creation, but capitalism rewards scale, risking economic dilution
Convequity's Bi-Annual Review (Pt.2)
Summary
* Klaviyo is evolving into an AI-native engagement platform, with recent churn
Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Notes: GTLB - 1Q25 Overview & Google Acquisition Possibility?
Summary
* GitLab's 1Q25 results were solid, but overshadowed by the
Investor Guide To DevOps Landscape (Pt.2)
Summary
* In this Investor Guide we review GitLab and 10 of its
Investor Guide To DevOps Landscape (Pt.1)
Summary
* In this Investor Guide we review GitLab and 10 of its
Updates: GTLB 2Q24 - Strong Product Fundamentals & Market Opportunity But Priced In
Summary
* GTLB's slower growth decay compared to others is attributed
