Bullfight Cap @BullfightCap
Long term tech bull but sometimes cynical bear Joined September 2020-
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@ContrarianCurse What happens to the market if they’re both linear?
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Hyperscalers knowing they need to rip debt and capex after seeing Google
A game that has no winners >> who will hire the most Salesforce execs and employees in 3 months?
Another Anthropic vs OpenAI 🍿showdown happening right now… who will hire the most Salesforce execs and employees in 3 months? will Enterprise sales then outnumber the research teams at the frontier labs? And how will that change their company cultures? Just asking
@TheStalwart @MarysRoommate @citrini San Junipero dot AI
@viggy_krishnan Alt data providers rn:
@viggy_krishnan Not helping that these companies seem to be leaking ARR on a bi-weekly basis
Is tokenmaxxing already becoming tokenminning?
🦔Uber's COO Andrew Macdonald said on Saturday that the company is having a harder time justifying its AI spend. After CTO Praveen Neppalli Naga went viral in April for admitting Uber burned through its 2026 Claude Code budget in four months, senior engineering leaders concluded
@dalibali2 Think that’s working much better for fund managers than SaaS cos
Growth mode evolves with each SW generation: Originally was Sales Led Growth (SLG) Then Product Led Growth (PLG) Now it’s Token Led Growth (TLG)
$50b by end of next month means only adding $6b in May + June combined after >$10b or more last few months? Impressive… but still
Cabinet members dropping faster than SaaS analysts… already lost one Kash, seems destined to lose another
@no_peru10381 Hah… Marks move might suggest the bottom is nigh
Kash, Keith and now Mark… dropping like flies
J.P. Morgan software equity research analyst Mark Murphy is leaving the firm. He is joining Salesforce as Head of Investor Relations, according to my sources. This is second high-profile sell-side analyst departure for the software sector this year after the departure of Keith
@rich_toad Now he can finally cover HUBS
Probably starts by not thinking about friends as “net new” or “non-transactional”
but seriously has anyone in the bay area figured out how to make net new, non-transactional friendships as an adult?
Are “neutral FDEs” just GSIs?
Once again @sytaylor tells people where the puck is going. Our B2B customers dating back to Q4 confirm that companies want “neutral FDEs” and infra.
@CousinGraig @viggy_krishnan @satyanadella Amen... things on a better path since Satya jumped deeper into product last October. Think we will hear about more momentum soon.
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P Equity Research �... @pequityresearch
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47fucb4r8curb4fc8f8r4... @47fucb4r8c69323
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