The Year of AI DevOps & Fears for GitLab (Pt.2)
Summary
* GTLB is taking a defensive stance toward the rise of AI
OpenAI
Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?
Summary
* The AI narrative has swung from favoring SaaS incumbents in 2024
The Year of AI DevOps & Fears for GitLab (Pt.1)
Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4)
Summary
* Moonshot’s Kimi 1.5 demonstrates that China’s top labs
Updates: Palantir - 2025 the Year of AI Application?
Summary
* While PLTR currently trades at a high multiple (~450x TTM P/
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.3)
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)
Summary
* DeepSeek has multifold lower opex and cluster costs than Western rivals,
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.1)
Summary
* DeepSeek is a true innovator, not a copycat. Its model architecture,
Updates: Meta - Underappreciated GenAI Potential (Pt.2)
Summary
* META's Llama project requires monetization strategies as funding scales
Updates: Snowflake, Databricks & Palantir- Controlling The MDS And GenAI PaaS Future (Pt.3)
Summary
* In Part 3 we discuss AI PaaS (Platform-as-a-Service), comparing Snowflake'
Updates: Meta - Underappreciated GenAI Potential (Pt.1)
Summary
* In Part 1 we review the battle for GenAI supremacy and
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the