Weston1417

Secondary Market Tech Researcher. Covering: Software ☁️ | AI 🤖 | Internet 🌐 | Fintech 💸 专注二级市场科技成长股研究。 Sharing insights on market trends and fundamental anal

[Weston1417 @Dive2win]

@DMTCapital @zephyr_z9 @evrgn11112231 Anthropic ARR on Yipit Data is unreliable — their panel is very small, and they frequently adjust weights, causing the final estimates to look artificially created to please market sentiment

[Weston1417 @Dive2win]

@dingyi 他这个类似于Openrouter Fusion，相当于做了一个router

[Weston1417 @Dive2win]

@TJ_Research 现在只有Data infra SaaS还能得到认可

[Weston1417 @Dive2win]

@zephyr_z9 I think this is more a result of internal strategic decision errors and slow response; Bytedance didn't start to realize the explosive growth of coding until February of this year

[Weston1417 @Dive2win]

@guansi 所以实际上AI是把 PM、UI、SW Engineer的职能边界模糊掉了，PM直接上手做DEMO然后丢给SE，以后也可以能有PM思维和能��的SE包揽了整个Process

[Weston1417 @Dive2win]

Obviously, OAI's S-1 filing prompted Anthropic to accelerate the release of Mythos.
Both TWO LABS are making a final sprint toward going public IPO, and even more excitingly, the early release of Mythos will very likely trigger an immediate release of ChatGPT 5.6.
Two unprecedented supermodels, one crazy week！

[Weston1417 @Dive2win]

As far as I know, $Meta will not running an AWS-like cloud.
They are currently planning to hire a large number of FDEs and are training a top-2 Coding LLM.
Their approach to entering the 2B market is more GCP-Gemini-like;
if you're more familiar with Google's product names, Meta Cloud should be comparable to GCP Vertex AI.

[ Q-Cap  @qcapital2020]

BofA on the optionality of AI subs for $META and the potential huge opportunity ahead for a Meta Cloud unit

[Meta Cloud is not a matter of if but when imho]

[Weston1417 @Dive2win]

@catboosted What does that mean？

[Weston1417 @Dive2win]

Google is busy selling its own TPUs and GCP, rather than allocating more resources to DeepMind to train better models.

[Oliur @UltraLinx]

Not sure how Google of all companies hasn't kept up with or beat OpenAI and Anthropic.

They literally have everyone's data.

[Weston1417 @Dive2win]

Amazing Print !
Congratulations Sridhar

[sridhar @RamaswmySridhar]

Strong Q1 for @Snowflake. ❄️
$1.33B product revenue, up 34% YoY. Accelerating from 30% last quarter and 26% a year ago.

AI is strengthening Snowflake on multiple levels:
→ core platform growth accelerating as customers get their data AI-ready
→ AI products Snowflake Intelligence and CoCo seeing rapid adoption
→ use of AI products increasing overall platform consumption

This is the flywheel of the Agentic Enterprise.

[Weston1417 @Dive2win]

@CoryOnBrand How could it be？Do you think the bad performance is due to the Is it the terrible ad algorithm or a problem with ChatGPT's own traffic?

[Weston1417 @Dive2win]

@matt_slotnick who will that be？

[Weston1417 @Dive2win]

@SaitoWu 滞后了，Minimax 5月ARR 3亿+，今年年底Guidance 10亿+

[Weston1417 @Dive2win]

@nndeepdive People seem to have forgotten what happened after the 2025 Q3 print run;
Confused expectations led to wild swings in overnight trading.
Once the market officially opens, funds will understand what $APP truly delivered.

[Weston1417 @Dive2win]

To be honest, I’m not optimistic about $MSFT tonight. I think they’ll deliver a Double Miss Print, and for the same reason as last Q: Allocated more compute resources to the product teams🤣🤣🤣

[Weston1417 @Dive2win]

@R_and_Invest As I know, it might be $ 2B ARR in FY26Q3，So it's very near

[Weston1417 @Dive2win]

@riddle245 @YellowCatCap Also worry about that

[Weston1417 @Dive2win]

@FerrosCapital @FundaAI I think what's the most dispointing is the GPM & OPM, This is very hard to figure out — if you replace traditional revenue drivers with agents, what level of margin decline would be reasonable?

[Weston1417 @Dive2win]

@R_and_Invest @WisemanCap Servicenever LOL🤣🤣