Attempting Value

Engineer and investor. This account is an investment journal of sorts.

[Attempting Value @growingvalue2]

@mercoglianos Iran and Iraq took turns at conquest. Ukraine has been playing defense the whole time…

[Attempting Value @growingvalue2]

@kkmaway @sidprabhu It’s simpler than that. NIMBY bs made housing too expensive and people that dislike capitalism vibes turn to the DSA

[Attempting Value @growingvalue2]

@P_Remarks Two markets here, no? A sticky cloud for enterprise and more commodity inference. MSFT is a seller in both and a buyer in the later.

[Attempting Value @growingvalue2]

@Divergent7651 The big 3 clouds are sticky and hard to replicate

[Attempting Value @growingvalue2]

@varuninvesting any idea how much CapEx is growth vs maintenance?

[Attempting Value @growingvalue2]

@GingerPredictor Interesting, any thoughts on their motivation for buying or how the rollout is going?

[Attempting Value @growingvalue2]

If $mndy announced an enterprise search / knowledge graph product like $team's Rovo I'd buy the stock right now.

These are quickly becoming table stakes every company needs.

[Attempting Value @growingvalue2]

$pd had one good thing and struggles to cross sell anything else.

Might have plucked the golden goose.

[Gergely Orosz @GergelyOrosz]

Just heard that after 12+ years of being a customer, Uber is finally dumping PagerDuty.

PagerDuty used to be the leading paging + incident management tool, went public, then fell asleep at the wheel when Slack came around, then AI. Now everyone tech company I know is moving off.

[Attempting Value @growingvalue2]

Great read and wow. AI comes at you fast

[Mojo @MrMojoRisinX]

Henry - wrote this deep dive on your $GTM compensation structure. One of the most fascinating governance designs I've seen outside of Musk's Tesla package. You're essentially running PE's playbook while keeping the keys.

https://t.co/mRpDF1TugN

[Attempting Value @growingvalue2]

@MikeFritzell Public markets hate SaaS while the model shops desperately want to become SaaS.

Winners
1. Big 3 clouds
2. SaaS with proprietary data or distribution that can still innovate

1 way easier than 2

[Attempting Value @growingvalue2]

@rev_cap Opportunity to make the gov deficit smaller without slowing the economy, no?

Where are the budget hawks when we need them.

[Attempting Value @growingvalue2]

Becoming the non-technical user's go to agent harness requires connections to everything enterprise search accesses anyway.

[Attempting Value @growingvalue2]

"those customers that actively use Rovo versus those that don't actively use it or don't light it up, grow their ARR at about 2x the rate of those that don't"

"the #1 reason why customers are upgraded to Teamwork Collection"

[Attempting Value @growingvalue2]

@Biohazard3737 They have a web form for software security researchers to provide a LinkedIn profile.

That’s KYC… right?

The skeptic in me thinks they’ll call it KYC when they upsell

[Attempting Value @growingvalue2]

@EconBerger A long long time ago we wrote letters supporting the scrub-jay.

Really funny that the flamingo gets traction

[Attempting Value @growingvalue2]

@MT_6226 The Senigallia massacre redux

[Attempting Value @growingvalue2]

- temporary employment is down
- tech employment is down
- engineering orgs are short on budget because of token spend
- $epam $gdyn $acn $glob $upwk have slowing growth

Not a dip to buy imo.

[Attempting Value @growingvalue2]

NetEase Cloud Music $9899.hk looks crazy cheap with the music biz profits overwhelming entertainment services decline. Latest call mentions buybacks. Similar story to $TME

China + controlling NetEase shareholder, though.

[Attempting Value @growingvalue2]

@WallStRollup I’d rather own autozone than a car parts manufacturer