Michael

🇮🇱 native living in 🇺🇸. Building AI products for Security Teams.

[Michael @Michael__KV]

@Hadley For you to ask.

[Michael @Michael__KV]

@Hadley @omooretweets How is degradation of pricing power can be called “minimal”?

[Michael @Michael__KV]

@willchen500 Based on this logic, you should also have the “Cloud resell theory” that applies to all SaaS companies.

[Michael @Michael__KV]

@ivanburazin All SaaS companies are organisations for reselling cloud compute and storage. And?

[Michael @Michael__KV]

I am so confused about $veev.

I get the SaaSpocalypse and friends. But come the fuck on people....

- They have a decent regulatory moat with Vault
- Their buyers are not super tech savvy (low risk for home growns)
- They are hard to rip out as they focus on the enterprise
- Their migration from Salesforce will be accelerated with Agentic Development

Maybe it’s pricing in SaaS multiple destruction across the board. But it can't be considered in the same bucket as Adobe, ServiceNow, etc.

[Michael @Michael__KV]

@edsim The list of potential acquirers for smaller startups is shrinking…

[Michael @Michael__KV]

Let’s see how good are the private debt guys at running software companies… more to come.

[Michael @Michael__KV]

We live in a world of a SaaS Apocalypse flywheel, and we can't get off. The house always wins.

[Michael @Michael__KV]

@drpezeshkian At least remove the dashes before copy pasting from you tier 3 Iranian LLM.

[Michael @Michael__KV]

@wquist @McclaneDet @slowventures Every single software segment will be impacted by AI. I still stand behind what I said that I think cyber will be the least impacted.

[Michael @Michael__KV]

@Trace_Cohen You are forgetting all angel checks...

[Michael @Michael__KV]

@Trace_Cohen Retroactively from 2025 😭🤦‍♂️

[Michael @Michael__KV]

Can someone start a Polymarket on which 30u30 founder will be accused/convicted of fraud? There might be one on every list.

[Michael @Michael__KV]

@scottastevenson I’ll push back on that. Never used a single one of them, but considering adding one, now that we have done it for the 3rd time. It can help with ongoing monitoring.

[Sana Ebrahimi Ledene @__Injaneb96]

Mr @NYCMayor,

I say it as an Iranian New Yorker: You are a human garbage.
When our people were getting slaughtered and hunted like animals by the Islamic Republic terrorists, you stayed silent. You didn't say a word. Now that the regime, the murderers of our people are under attack, you came out of the woodwork to defend them.
You are an Islamist human garbage and I fight your agenda as long as I breathe.

[Michael @Michael__KV]

@JoelWBerry On Monday schools will be shut down in respect of Khamenei's death.

[Michael @Michael__KV]

@BakaloBenny 🇮🇱♥️🇮🇷

[Michael @Michael__KV]

I wonder what stands out in this video? 🇮🇷 ♥️🇮🇱

[benny bakalo @BakaloBenny]

הבן שלי שולח לי מברצלונה עכשיו. מדהים

[Michael @Michael__KV]

@jamesacowling I will quietly wait here until everyone starts talking about the security review bottleneck...