By Convequity in SNOW — Mar 20, 2024 Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1) Snowflake, data, and GenAI
AI jobs displacement Notes: The Only Way Not to Be Replaced by AI is to Invest in AI Summary * AI democratizes software creation, but capitalism rewards scale, risking economic dilution
Stripe Notes: Stripe Staying Private Longer = Bad for Public Investors Summary * A funding squeeze post-2022 has pushed mid-size scaleups to IPO earlier,
Palantir Updates: Palantir - 2025 the Year of AI Application? Summary * While PLTR currently trades at a high multiple (~450x TTM P/
Palantir Notes: Stocks To Monitor For A Future World Of Agentic AI - Palantir, Monday, ServiceNow Summary * Unlike brittle RPA tools, AI agents will adapt to workflows, integrate