Jack Wei

Make a difference to people's life !

[Phathom @PhathomResearch]

If I had to choose one $PATH press release to capture the spirit of the investment thesis - this is it.

Banco Azteca started their automation journey with UiPath in 2020 primarily leveraging RPA. They built out a team of internal developers, business analysts, and data scientists to continue advancing their adoption of automation using UiPath.

Eventually, the company reached an automation plateau. As their automation program matured, the company realized that truly scaling automation meant thinking beyond just individual tasks - they needed to orchestrate across the enterprise.

By leveraging UiPath Maestro, Banco Azteca was able to build, deploy, and orchestrate automations that spanned compliance, fraud prevention, legal, procurement, HR, customer service, social media, and other core business functions. Banco Azteca ultimately scaled their automations to roughly 8,800 processes across the organization - the equivalent of 3,300 full-time employees.

And Banco Azteca is not done. They already have plans to continue expanding process orchestration across their anti-money laundering compliance and intelligent ATM monitoring.

When it comes to scaling enterprise-grade process orchestration across large, complex, highly regulated businesses - no one does it better than $PATH.

@PhathomResearch Takeaways:

- This deal is a huge validation of the ROI that $PATH unlocks for its customers
- The progression of Banco Azteca from the beginning of their automation journey with UiPath in 2020 to scaling across the enterprise in 2026 exemplifies the strong customer relationships that have been built
- Like Banco Azteca, many of UiPath's 10,000+ customers will have similar experiences where they decide to take the leap to enterprise-grade orchestration powered by Maestro
- There is a huge backlog of process automations ready to be unlocked by Maestro across UiPath's 10,000+ customer base
- Expansions across existing customers should start materializing in the form of a rising dollar-based net retention rate (NRR) in the coming quarters

[Phathom @PhathomResearch]

$PATH Anyone who has been following Daniel Dines for a while knows that he lives and breathes enterprise process automation. He has been deeply ingrained in this area since he founded UiPath in 2005.

He doesn't just think about the cutting-edge technologies. He contemplates the real-world applications and the impacts they have on a business. He knows that for his customers to adopt this new technology, it requires a shift in thinking across the org chart from the C-suite down.

Dines just dropped a book today that dives into this topic. The book is called "The Work That Remains". and it provides his blueprint for how an enterprise should adopt and scale business process automation in the world of AI.

His main idea is simple: AI proposes. Humans decide. Automation executes.

Dines has also covered this topic in numerous Substack posts and podcasts.

As a long-term investor, it is reassuring to know that the founder and CEO is not only driving the buildout of the technology, but that he is a true visionary and thought leader around the implementation of the product.

Kudos to you, Mr. Dines.

[Jack Wei @JackWei007]

@RandyWKirk1 Every day it happens to me...so annoying

[Jack Wei @JackWei007]

@congressdj @grok Fsd will stop if there are cars coming

[Jack Wei @JackWei007]

@elis It's driving pretty slow

[Phathom @PhathomResearch]

This is extremely bullish for $PATH. Not only is it bullish that both $NVDA and $GOOG are posting about $PATH - but this article is bullish because of what it confirms about $PATH's overall model-use strategy.

The article essentially says that $PATH is using NVDA GPUs run in the Google Cloud to train and deploy open source models and manage on-peak/off-peak demand of their products. These open source models power certain parts of UiPath's AI products such their IDP product (powered by Qwen) or general spatial interface grounding of $PATH's computer vision (powered by Llama).

This reinforces $PATH's take on open source models. They will continue to expand their use of open source models to power the parts of their platform that doesn't require frontier model performance. This will improve their margins and allow $PATH to retain ultimate model flexibility going forward.

Absolutely masterclass decisions being made by $PATH leadership as they continue their reign as an enterprise process automation leader in the AI era.

[Jack Wei @JackWei007]

@SawyerMerritt I think is ok just follow the law.

[Jack Wei @JackWei007]

@ErikSolheim Misleading !

[Jack Wei @JackWei007]

@Michael_L_Rauch @Tesla How are they related ??? You use fsd for fsd. Fsd isn't perfect we all know that.

[Jack Wei @JackWei007]

@XieJackie I hope they can train fsd faster ! Still a lot the bugs.

[Jack Wei @JackWei007]

@4TESLANZ Use Chill mode

[TeslaZoa @TeslaZoa]

Tesla FSD reportedly avoided a crash by moving onto the shoulder just before impact.

According to the driver’s frame-by-frame analysis, FSD began reacting about 0.17 seconds before the at-fault vehicle started moving toward the Tesla.

The other vehicle ultimately crashed into two cars, while the Tesla sustained no damage. No injuries were reported.

[Adam Goldstein @adamgoldstein13]

A few weeks ago I stood next to Phil LeBeau on @CNBC at Farnborough and said we're becoming a diversified aerospace & defense company. Yesterday we made good on that.

[Jack Wei @JackWei007]

@tpgoebel I agreed with you, it will still few years to go to become unsupervised. Hopefully with the exponential Ai training it can learn faster !

[Jack Wei @JackWei007]

@thedooberhead Every now and then it just drop down to 40km/hr speed here in Sydney even on 60 on 70 zone.

[Jack Wei @JackWei007]

@RobGrieves I guess cardboards still ok, otherwise get a Bunnings ute so much easier and cheaper !

[Jack Wei @JackWei007]

@FSDEurope @Tesla_AI Just press accelerator not a big deal.

[Eva Fo𝕏 🦊 Claudius Nero's Legion @EvaFox]

Tesla FSD v14 lite Update Prevented Life-Threatening Crash

A Tesla driver who once sharply criticized FSD v14 lite is now happy that the system has saved them from a serious collision.

The owner said that despite earlier doubts, they had begun using the update for most daily commutes. On a recent rainy, fog-shrouded morning, the driver was half-asleep when FSD suddenly steered the vehicle out of its lane. Only afterward did they realize another car had been occupying the same path—one they never saw.

The intervention was life-saving, so the driver now credits the technology with preventing what could have been a devastating crash.

“I was wrong about v14 lite

As critical as I was about the v14 lite update, I've still found myself using it the majority of the time to and from work now, where I couldn't before.

Well half asleep on my way to work it saved me from what could have been a devastating collision. I didn't even see the car was in my lane until FSD swerved out of the way.

Very thankful now for the update, the phantom braking is still a pain in the ass but I have a lot to thank the tech for now.”

Video: sandbag747/Reddit

@Tesla @elonmusk

[Jack Wei @JackWei007]

@Phonenurd Its not cheap plastic, plus put a cover on !

[Jack Wei @JackWei007]

@teslaxhusky @TeslaAUNZ @Tesla_AI Yes a serious issue, pls fix asap Tesla !!