Trump’s Trade Reset and the Hidden Tailwinds for Tech
Summary
* Trump’s aggressive tariff agenda is creating strategic optionality for the
Convequity
Convequity's Bi-Annual Review (Pt.2)
Summary
* Klaviyo is evolving into an AI-native engagement platform, with recent churn
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)
Summary
* DeepSeek has multifold lower opex and cluster costs than Western rivals,
Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation
Notes - DeepSeek Supply Shock Yet To Come
Summary
* DeepSeek introduces a cost-effective training and inference architecture that could reduce
Notes: MITRE ATT&CK Round 6 Results - SentinelOne Still Leads, Palo Alto Still Underappreciated, Microsoft Okay, & Consolidation Continues
Summary
* The MITRE ATT&CK Round 6 results highlight the performance
Notes - SNOW New CEO & Strategy Review
Summary
* Frank Slootman's leadership has long been viewed as critical
Notes - Okta 4Q24
Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors
Summary
* Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap
Updates: Monday 4Q23 - Continued Great Execution
Summary
* MNDY continues with excellent execution at the top and bottom lines.
Notes - Dropbox 4Q23
Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)
Summary
* In Part 3 (the final part) we share our thoughts on