Notes: Convequity’s Lens on Software 3.0 Investing
Summary
* Software 3.0 mirrors the early internet era: AI is in
Palantir
Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.2)
Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste
Summary
* AI threatens enterprise SaaS more than consumer apps, as agentic interfaces
Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?
Summary
* The AI narrative has swung from favoring SaaS incumbents in 2024
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
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
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
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'
Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Notes: Palantir - Updating On AIP, Ontology, & OSDK
Summary
* Following the recent AIP event, we wanted to share some updated
Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)
Summary
* AIP is PLTR's catalyst to roaring success, though in