Purpose-built for AI-native customers. Zero churn. 221% YoY revenue growth. ๐
Watch our CEO @PaddySrinivasan with @JonFortt. ๐ https://t.co/qay7cnsfPc
"Source code is now being generated. It's not being written by human beings. So it became cheap. It became something that is almost commoditized by the coding agent โ the Anthropics of the world, the OpenAIs of the world, the Cursors of the world." โย @jfrog CEO @ShlomiBenHaim
On AI as @TomSiebel returns to $AI as CEO: "If you're a programmer, if you're a customer service person, if you're a sales person, if you're a lawyer, okay, if you're
an accountant at @C3_AI, if you're not using #Claude all day, every day as part of your job, I don't know why you're here."
Iโm guessing she means that some companies are adopting a โflood the zoneโ strategy for token use, so token consumption alone isnโt a great metric. But taken too far, itโs a bit of a red herring. Demand is healthy and the smartest people out there are figuring out how to harness the tools.
Today is the last day in the office for an absolute giant of CNBC - our bureau chief Matt Cuddy retires today after more than thirty years at the network. You could not ask for a harder working, more generous colleague and boss. This place just will not be the same without his unbelievable energy and enthusiasm. Congratulations, Matt!
Today, @klaviyo co-CEO @abialecki announced Composer AI, an autonomous marketing agent that turns a simple prompt into a full campaign โ emails, texts, segmentation, and timing โ tailored by region and season. The agent learns from a brand's past campaigns and Klaviyo's real-time consumer data across 200,000+ businesses. Bialecki says this shifts marketing from point-and-click configuration to delegating work to an AI that understands your brand and remembers your preferences.
https://t.co/POgSNqAjS3
Jon Fortt and @counce4hire reunite for the annual March Forth conversation under the @ForttMedia umbrella, discussing AI, diversity, workplace culture, and the stakes of this technological moment. https://t.co/U64KVNgEHi
Today @MinIO Co-CEO @garimakap announces a @databricks partnership enabling direct data reads from on-prem infrastructure โ eliminating costly cloud replication. She adds MinIO is cash flow positive, hasn't touched its 2022 raise, and says every engineer is now "100x" more productive with AI coding tools.
https://t.co/rbuz6NVyga
AI is driving strong R&D investment in chip design and physical simulation, @Synopsys CEO Sassine Ghazi says. That's fueling a solid FY26 start, margin expansion, and momentum from the Ansys combination. Meanwhile $SNPS has de-risked China from its guidance and is leaning into sovereign semiconductor and data center demand globally ...
He also said AI is accelerating the shift to autonomous fleets, positioning Verra at the center of how 250+ cities manage robotaxis, tolling, and safety. He said given the company's strong cash flow, Verra plans to be a consolidator in mobility infrastructure as autonomy scales. https://t.co/Z9O2HevSyG
Verra Mobility $VRRM shares fell when @VerraMobility reported earnings Tuesday, possibly in reaction to EPS in the middle of the guided range but short of some analyst estimates. CEO David Roberts attributed the costs to the ramp in a major red light camera contract renewal with New York City ...