louie

[louie @xccybasis]

@VentureCoinist

[louie @xccybasis]

@Stonefoxcapital Cause prompt revenue is negligible

[louie @xccybasis]

@CitronResearch Why wouldn’t Pangea (acquired by CRWD) be the “critical infrastructure”, especially since it’s designed for more open API architecture rather than Prompt enterprise focus. Plus, neglible revenue forecasted any time soon

[louie @xccybasis]

@4drant How do they keep driving more seats?

[louie @xccybasis]

@SergeyCYW @notpowellss___ Assuming acceleration in 2H 2026, $30+ with possible $25 acquisition if Q1 and Q2 outperform

[louie @xccybasis]

@WOLF_Financial @CitronResearch 20-30% of Sentinelone’s ARR for 30% premium, despite XDR market growing 10%+ faster annually than NDR with just as much competition

[louie @xccybasis]

@stock_logging What company?

[louie @xccybasis]

@cyberprince_rwo Xtract One; Tempus Ai, Sentinelone

[louie @xccybasis]

@SergeyCYW Thoughts on RPO being flat for 3 quarters?

[louie @xccybasis]

@TheRayMyers Why is RPO growth flat last 3 quarters?

[louie @xccybasis]

@munchPRMR Tempus’ de-identified oncology data will be used to build the foundation model. Upon completion, the model will be shared among all three parties to advance their individual efforts to improve patient care. The agreements include $200 million in data licensing model dev to Tempus

[louie @xccybasis]

@munchPRMR Besides updating it; like V1 could be $200m (wild guess). Maybe that’s useful for 1-2 years. Maybe they build V2 / tweak it. Unsure of strategy here if annual overhauls / build from scratch new models. I think this first LLM is oncology

[louie @xccybasis]

@munchPRMR To build out the LLM. Costs thereafter would be minimal IMO. Could be wrong

[louie @xccybasis]

@cyberprince_rwo If on a (private) subnet not using $AVAX, what’s the tangible impact on the token?

[louie @xccybasis]

@LilyFunds $70m mkt cap at ~$12m LTM rev (6x sales) growing likely at least as fast as Evolv, yet cheaper, and from everything I’ve seen better technology with One Gateway (obviously debatable). Huge addressable market for both to do very well in in my view

[louie @xccybasis]

$RKLB - simple math for Project Kuiper: estimated $153m cost per ULA Atlas V launch. Kuiper needs at least 3,200 satellites into space. 27 sats were on latest Atlas V (rough math requires 100+ total launches). $RKLB Neutron charging $50m/launch for 90 would save Amazon $9bn

[louie @xccybasis]

@FlyerWealth @gainify_io Why is $XTRAF misunderstood?

[louie @xccybasis]

@cyberprince_rwo SpaceX + $RKLB will be the VZ/T-Mobile/AT&T of comms. They’ll be Northrop/LMT of space defense and blow past Aerojet. Produce next gen aircraft better than Boeing. Provide capability of LEO manufacturing. $RKLB $400m revenue T-12m should be $4bn by YE 2027 and $40bn by YE 2035

[louie @xccybasis]

@stoic_point Can it detect non ferrous and stolen goods as well?