Doug Catsby

I don’t drink coffee but I like coffee-cans

[Doug Catsby @DougCatsby]

https://t.co/AVTOyJ3E18

[Doug Catsby @DougCatsby]

China and USA both taking a vested interest in AI companies (labs and infra), and people complaining that this mini dip is the AIpocolypse.

Sure budget is out of hand right now for the leading tech companies but people realize that compute will only get cheaper and models only get cheaper after release right?

[Doug Catsby @DougCatsby]

@TheShortBear Loved the previous one. Looking forward to reading about your story.

[Doug Catsby @DougCatsby]

@StockMKTNewz It’s all the same. They will be one company anyways.

[Doug Catsby @DougCatsby]

People are not hating your transparency, we are criticizing hypocrisy. You earn more on your monthly subs than your entire challenge account. How is that interest aligned? Your followers might literally be going all in whereas the worst thing that can happen to you is you loose the money you would earn via subs.

[Doug Catsby @DougCatsby]

@elonmusk @NUnl Isn’t the greatest company in Europe $SIVE

[Doug Catsby @DougCatsby]

@TheShortBear Almost all brokers offering, Fidelity even dropping elegibility requirements.

Weird unlock structure highly benefiting insider selling. Terrible current financials.

What's not to like.

[Doug Catsby @DougCatsby]

What is the bullish thesis for you on $SOFI. I know from @SayNoToTrading and your profile that you are a huge SOFI bull.

I know they are trying to be the new Chase BOA etc and in some ways they are beating them. But in many others like credit card they are lagging. Credit cards are quite profitable for banks, right?

Another key bullish point is they are aiming to be the beneficiary of wealth transfer like how $HOOD is trying to win money over from boomers. However $HOOD has their own banking too. IMO it sucks as a bank but if I have no real need for banking services as I have Chase, I don’t need $SOFI as a secondary bank, which btw is what Notto is saying as well, to have a secondary bank, and let that perhaps be $SOFI.

[Doug Catsby @DougCatsby]

@chamath I don’t think this is novel. I think almost all companies are thinking about this. Money is the top incentive.

[Doug Catsby @DougCatsby]

@WinnerInvestor @SayNoToTrading @nutrition_facts Yes but when you exit residency the pay jump is huge right?

[Doug Catsby @DougCatsby]

@WinnerInvestor @SayNoToTrading @nutrition_facts Wait what?? Don’t doctors make hundreds of thousands dollars a year due to the long investment cycle and education costs?

[Doug Catsby @DougCatsby]

@TeslaZoa Is he afraid that he’ll tank the stock price if he takes off his jacket?

Oh wait that already happened

[Doug Catsby @DougCatsby]

This will be a bad memory for a lot of people.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Bad memory.

[Doug Catsby @DougCatsby]

@elonmusk isn’t China beautiful!

[Doug Catsby @DougCatsby]

Agreed that price changes before earnigns change. Which is why I've deviced a plan https://t.co/6I5ggfhB9V.

Whether that is a sound one is to be seen... But at least there's a plan.

The thing is, there's a lot of people who didn't have the wits to join in early. We can either sit it out, or try to participate sensibly.

[Doug Catsby @DougCatsby]

https://t.co/AVTOyJ3E18

[Doug Catsby @DougCatsby]

@trendvester @DrewCohenMoney @themattharbaugh Why can't someone speak objectively and openmindedly about something they don't own?

[Doug Catsby @DougCatsby]

@OddStats @Flufferbot2 You are just living up to your name. You making a mistake is an odd stat

[Doug Catsby @DougCatsby]

@Mr_Derivatives You messed up the right side, it should be an upward arrow

[Doug Catsby @DougCatsby]

$RBRK

If this were true, certainly answers my biggest concern in cybersec in the age of AI.

Remember, Mythos will be available to the world, and millions of hackers will use it, whereas maybe ten twenty thousand professionals defend it, with slow to patch software.

[AlphaSense @AlphaSenseInc]

$RBRK CEO Bipul Sinha says cybersecurity strategy has moved from being prevention and detection oriented to being squarely a cyber resilience strategy. With Mythos, cyber detection is almost impossible and as soon as an intrusion happens, a breach will happen. Gartner sent a note to clients that the real answer to Mythos is cyber resilience. He has personally done 140 CIO and CISO meetings in the last quarter, up 50% sequentially. Cyber resilience is the only cybersecurity strategy that is viable for the AI era.

"What I'll say is cyber security strategy has moved from being a prevention/detection-oriented strategy to being squarely now a cyber resilience strategy. And what Mythos and other frontier AI models have done, they have accelerated this transformation because with Mythos, cyber detection is almost impossible. As soon as an intrusion happens, a breach will happen. And as Gartner also sent out, a note to all the clients that the real answer to Mythos is cyber resilience, a must, and preemptive technologies have to be explored both for patching as well as cyber recovery.

And if you look at Rubrik Inc, call it vision, call it luck, call it right time, right place. Two years ago, we launched something called Preemptive Recovery Engine, which does all the work of cyber recovery in the peacetime before an attack happens so that when an attack happens, you are ready to recover at AI speed. In this new era of AI, Mythos and AI-powered attacks, recovery at AI speed is critical and Rubrik Inc has a unique technology to deliver that for our customers.

In fact, our vision is attacks will be continuous and recovery has to be continuous. So at any given point in time, you have to be ready to recover at AI speed. And that's what our Preemptive Recovery Engine delivers. That's what we are educating our customers on.

And if you just look at what has happened post Mythos, I have personally done 140 CIO and CISO meetings in the last quarter. That is up 50% sequentially, quarter-over-quarter. Cyber resilience is the only cyber security strategy that is viable for the AI era. We created the cyber resilience category and we are taking our customers on this agentic cyber resilience journey."

[Doug Catsby @DougCatsby]

@citrini Who’s nuts grow on their chest?

[Citrini @citrini]

Local inference not looking so crazy anymore now that companies are revolting over token spend