By Equity Research in DeepSeek — Mar 6, 2025 Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.3)
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
BigTech Notes: Day 2 Tech (Pt.2) Summary * Big tech has entered a “Day 2” phase, prioritizing margin expansion,