@drowsyinvestor@investing_bear My main takeaway from this call is that they seem re-energized by the current environment and, above all, by the company's potential. My only question is whether we’ll start seeing tighter control (or greater leverage) relative to SBC from '28 onwards… Let’s go! Big fan here
@SupBagholder Now that the stock is back to 600+ and with Meta's new LLMs returning to the arena, while Anthropic is putting on their little show of 'Mythos is too dangerous, only a few can have access,' is the market ready to admit that Zucc is indeed a visionary who actually understands tec?
@TickerTango I noticed that too. They are increasingly clashing with Adyen, especially. I'm curious to understand more about their value proposition and go-to-market strategy.