Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?
Summary
* The AI narrative has swung from favoring SaaS incumbents in 2024
Notes: Navigating the Shifting Sands: Is Enterprise Software Facing a Secular Sentiment Change?
Summary
* Investor sentiment toward enterprise software is softening, raising the question of
The Year of AI DevOps & Fears for GitLab (Pt.1)
Notes - Security for AI and Data Security (Pt.2)
Summary
* Data security is rapidly becoming a core pillar of cybersecurity as
Beyond Operating Assets: Redefining ROIC for Tech Investors
Summary
* This project builds a capital‑allocator ROIC that judges how software
Notes - Security For AI and Data Security Uprise (Pt.1)
Summary
* With AI adoption finally moving into large-scale production this year, as
The Rise & Fall of Global Empires
Summary
* Empires follow a recurring arc — from education-led growth to industrial dominance,
Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.2)
Summary
* Despite slower growth, CART offers stronger gross margins, a higher ROIC,
Notes: Day 2 Tech (Pt.2)
Summary
* Big tech has entered a “Day 2” phase, prioritizing margin expansion,
Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.1)
Summary
* Instacart (CART) and DoorDash (DASH) are pursuing the online grocery and
Notes: Day 2 Tech (Pt.1)
Summary
* Tech giants have evolved from disruptive upstarts to entrenched incumbents, yet
Notes: Cloud Security Outlook - Revisiting Wiz vs. PANW (Pt.2)
Summary
* Since our deep dive in 2022/23, the cloud security market