Gromitcap

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@jpschroeder @eastdakota what say you?

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@JerryCap He’s running

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@akramsrazor CVLT as well

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@LongOnlyLarry Particularly at 30x sales

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@SiliconSalvage How is Roku below liquidation value?

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@buccocapital Already a material negative to education

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@P_Remarks @k3ithmccullough So we can buy them in 2032?

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@UpslopeCapital What does Jensen think their market cap should be?

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@GuastyWinds Can back into the price per KT and seems like a big step up in net value sales per KT

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@P_Remarks FTFY:

if you short a software company… there’s a 100% chance it goes down more the next day.

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@breadcrumbsre Penguin union

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@jukan05 Because people forecast supply and demand

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@TBU12345678 @when_to_fold_em Why? Too much money?

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@dalibali2 Anyone else? $BL $NCNO $AMPL $TEAM $KXS CN

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@FreightAlley Won’t they get smoked by insurance costs? How do larger brokers have better ability to select lower risk carriers? Would seem like rate and volume benefits should accrue to large carriers?

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@matt_slotnick Oh no… not Carl from workday?

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@edzitron If Anthropic is $3 per 1m tokens and Qwen as a proxy for Chinese / Open Source is 15c, does that means open source is actually being used for 2x more tokens than Anthropic?

89% at $3
11% at $0.15 -> normalized to ($3 /0.15 = 20x) is 2x the tokens of 89% at $3

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@dalibali2 Who else is on the chopping block?