AI Disruption Investor

Never bet against Elon, Jensen Huang, and everyone else with unlimited access to funding. The house always has more chips.

[AI Disruption Investor @Disrupt_Invest]

Yes, I expect high competition between Claude Code / Codex / Cursor. Every one of them will try to make vertical integration in coding area, it's a massive market to get, much more attractive from business perspective than image/video generation and most other trends. I guess we will see more & more both inventions and acquisitions.

[AI Disruption Investor @Disrupt_Invest]

$GTLB another day of weakness against the market, following other SaaS...

[AI Disruption Investor @Disrupt_Invest]

I have put my $GTLB thesis as infographics 👇👇👇

[AI Disruption Investor @Disrupt_Invest]

@EggMasonValue Agree, we should see some new bottoms, same like other SaaS with similar headwinds...

[AI Disruption Investor @Disrupt_Invest]

I would do the same after Cursor AI announcement of Origin Git Forge

[InsiderBaba @insiderbaba]

🔴 Insider Sell: $GTLB
S. Sijbrandij sold $3.3M · @ $28.44 · −0.77% disposed · Jun 15

🔗 https://t.co/AvFcxTGthH

[InsiderBaba @insiderbaba]

🔴 Insider Sell: $GTLB
S. Sijbrandij sold $3.3M · @ $28.44 · −0.77% disposed · Jun 15

🔗 https://t.co/AvFcxTGthH

[AI Disruption Investor @Disrupt_Invest]

@JackS10760 In the AI era: the announcement of a new competition in the market coming from AI big player it's never good. How Adobe, Firma reacted after GPT / Claude design announcements? Crash! Big risk for legacy players. GitLab doesn't own the code so therefore value is not there

[AI Disruption Investor @Disrupt_Invest]

@midwit_capital @cursor_ai Lol, it's the announcement of a new competition in the market - not good for $GTLB. They are showing that legacy tools are the bootleneck here (not ready for agentic AI) - they are coming with a revolution and vision difficult to compete

[AI Disruption Investor @Disrupt_Invest]

🚨 $GTLB (GitLab) short thesis 🚨
TL;DR: Cursor just launched a product that attacks GitLab's core business and it's now owned by SpaceX (yes, Elon). Basically unlimited money to crush them, with a structurally better product. Betting against $GTLB.
━━━━━━━━━━━━━━
📌 What GitLab does (for non-techies):
They let companies store + manage their code in one place. Think "Google Drive + project management, but for programmers." They charge per user ("per seat") - that's the whole business.

━━━━━━━━━━━━━━
⚠️ The problem:
Cursor: the hot AI tool that writes code for you — just launched Origin, which does the EXACT same thing GitLab does. And right before launching it, Cursor got bought by SpaceX $SPCX for $60 BILLION. Yes, Elon's rocket company. Deepest pockets on the planet now behind it.
━━━━━━━━━━━━━━

🧱 Why Origin is structurally better:
It was born in the AI era - GitLab wasn't. Every existing git platform was built for one human writing code at a slow, human pace. Origin was designed from scratch for the opposite: armies of AI agents hammering the same codebase by the second (Cursor demoed 22+ changes per second in one repo). You can't bolt that onto an old system - the foundation is wrong. Yesterday's pace vs. tomorrow's.
━━━━━━━━━━━━━━
Why this kills $GTLB 👇

1️⃣ A fight they can't afford. Cursor (SpaceX-backed) can burn money for YEARS to take the market. GitLab can't — small company, not even profitable.
2️⃣ No more pricing power. If Origin is free or bundled, GitLab's "charge more per seat" growth story breaks.
3️⃣ The future leaves without them. Cursor owns the whole loop now — write → review → store. Less and less reason to plug GitLab into any of it.
4️⃣ Sector already weak. GitLab is still losing money, just cut ~14% of staff, exited 22 countries, and the stock already fell $52 → $27. Room to go lower.
━━━━━━━━━━━━━━
🎯 Bottom line:
GitLab isn't dying tomorrow — real customers, sticky product. But it's a textbook bad spot: betting everything on an AI future it's structurally unlikely to win, as a rival with infinite money and a better-built product shows up on its lawn.
Never bet against Elon. 🚀

[AI Disruption Investor @Disrupt_Invest]

https://t.co/F1Ynv9M0BT

[AI Disruption Investor @Disrupt_Invest]

@rafal_zaorski NO właśnie! - jak NO Gravity Games $NGG (Niekoniecznie Ni.. to może bez 'I' - zostaje NGG),
Metaverse -> Universe? Spółka już coś kombinuje w NFT, blockchain im nie straszny
Siła od MARSa? Jak najbardziej jest na stronie i MARS :)

[AI Disruption Investor @Disrupt_Invest]

#Bitcoin