@OphirGottlieb Their ARR is accelerating to protect companies against AI threats. I’d label that a separate case. Not saying different types of companies won’t follow but I don’t think this is the beacon of light we’re looking for.
@alphaticaio I appreciate all of you guys posts. The message is definitely clear. I just wonder out of all the marks in the data set, how many had a backdrop of an exponentially accelerating new technology along with an ongoing energy shock. Or is the mindset that the noise doesn’t matter?
@APompliano@michaeljburry Wasn’t his argument about accounting estimates though? Useful life in particular and that hasn’t been proven yet. In fact it’s been mostly disproven at this point.
@BernieSanders And what happens when that money runs dry by being wasted away through fraud and abuse? The US government spends 4 trillion dollars in half a years time. Who do you propose we tax next? This is a very unserious solution to an overwhelming issue.