AI Bubble Notes: AI Bubble? Spending, Risks, and Returns — A High-Level Assessment Summary * Hyperscalers’ AI capex is soaring past historical limits, forcing creative financing
AI DevOps The Year of AI DevOps & Fears for GitLab (Pt.2) Summary * GTLB is taking a defensive stance toward the rise of AI
enterprise software Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle? Summary * The AI narrative has swung from favoring SaaS incumbents in 2024
enterprise software 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