-
Tweets21
-
Followers2K
-
Following633
-
Likes736
On this Memorial Day, we pause to remember those who gave their lives in service to our country. 🇺🇸
Qualtrics… has helped accomplish the mission and vision of Jackson Health System." The healthcare organization uses our #XM platform to ensure every patient feels heard and receives optimal care. qualtrics.com/industries/hea…
Huge private equity SaaS buyout closed today, as Silver Lake and CPP-owned Qualtrics closed its acquisition of Ares Management and Leonard Green-owned Press Ganey Forsta for $6.75 billion (originally announced in October before SaaSmegeddon really picked up)
Big news: @Qualtrics has acquired @PressGaney Forsta, adding the world's largest healthcare experience dataset to our platform. More data. More context. More precise #AI. The Experience Gap is closing. Read what it means here: qualtrics.com/articles/custo…
"Reaching this milestone is a testament to the trust the defense community has placed in Qualtrics.” We're proud to have achieved IL4 Provisional Authorization from DISA. Read what it means for service members: qualtrics.com/qualtrics-dod-…
We’re thrilled to welcome Jason Maynard as the new CEO of Qualtrics! With 30 years of experience scaling global brands and a visionary take on AI, Jason is here to take our impact to the next level. Hear from Jason on "Why Qualtrics": qualtrics.com/articles/news/…
I have a different point of view on the demise of the SaaS industry caused by AI. It is my opinion that the subtlety being missed is about where the data is being stored. For example, Guidewire, where I was a board member for 9 years, has all the transaction data and is the system of record for many tier 1,2,3,4 insurance companies. They have a unique opportunity to introduce AI capability into their clients systems of record to revolutionize the use of that data as a value added set of capabilities. Moreover the processes that run the core PNC insurance such as writing policy, claims, billing and so on are defined within the platform, whcih means the opportunity to use AI to drive process automation and role replacement is on the software provider side. The counter argument is that rapid coding using AI per my prior post on Expert Led Software AI (ELSA) development can be used to build an in-house version of the system of record platform in less than a year. I find this totally infeasible to imagine, given the complexity and capabilities built into a platform like Guidewire over a long period of time, and the need to migrate the system of record data to such a system. I have seen crazy development speed with ELSA recently so I am not fully discounting it, I just think the probability of it happening in the next 5 years is much lower than that the market overall believes, and i am also not sure that PNC Insurers even want to attempt that… In the meantime, headlines like these below are sending waves of fear and selling through markets on many kinds of software companies without considering the barrier to entry, barrier to exit or the intrinsic value. The whole PUPY argument, which is that Per User Per Year pricing will decrease because agents will replace human roles is real, but just like many other changes in my last 42 years in technology, the vendors will respond with pricing that treats agents as “roles” that are using the underlying capabilities of the platforms, and charge fair value for that… There is far too much focus on Technology or Software and nowhere near enough focus on Data and understanding data moats in my humble opinion. Jason Maynard Kash Rangan Steve Milunovich, CFA Ed Maguire Erica Yoon Software stocks face 'Innovator's Dilemma' as they plunge on AI fears cnbc.com/2026/01/20/sof…
R “Ray” Wang 王�... @rwang0
145K Followers 101K Following @ConstellationR #CEO @DisrupTVShow 2X BestSelling Author @HarvardBiz Keynoter #Futurist Provocateur #EDM #DJ #Foodie #SVLife #TaiwaneseAm🇹🇼🇺🇸
Holger Müller #Enter... @holgermu
49K Followers 42K Following Travelling the globe as @ConstellationR Principal Analyst on Enterprise SW trends w focus on #NextGenApps and #FutureOfWork - cycling, soccer & volleyball geek
Bob Evans @bobevansIT
14K Followers 9K Following Creator of #CloudWars · Keynote speaker · Analyzing and writing about digital business, innovation and strategy
Anshu Sharma 🌶 @anshublog
14K Followers 7K Following Co-founder & CEO Skyflow | Securing the flow of data across datastores, models, and agents
Patrick Moorhead @PatrickMoorhead
64K Followers 5K Following Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Healthspan improver. Ex-AMD CVP, Compaq. Use AI to improve posts.
Dave Kellogg @Kellblog
26K Followers 6K Following Independent consultant, EIR at Balderton Capital, author of Kellblog, and co-host of The Metrics Brothers.
Sanjay Poonen @spoonen
38K Followers 3K Following CEO & President @ Cohesity | Board of Philips, Snyk | Tech Investor | Christian, Immigrant | Loves Faith, Family, Technology, Leadership, Sports & Music
Jake Mars @JakeMars7
188 Followers 886 Following Husband, Father, California Native, UCSB Alum. Helping our customer scale and deliver value with our enterprise work management platform #smartsheet
Kyle Robertson @KyleNDx
1K Followers 2K Following Founder & CEO @NarrativeDx, AI used by 85% of health systems (acq’d @PressGaney); 6 AI patents
Pat @phighten_noles
16 Followers 991 Following
Manolo Sánchez @mansamtz
117 Followers 438 Following Cuando sea grande, quiero ser como Daniel Plainview.
John Patrick @jismart07
65 Followers 64 Following
Aaron Clifford @_aaronc
821 Followers 807 Following
jason wilkins @jrwwilkins
107 Followers 437 Following Dadx2, husband, healthcare | fitness, Michigan Wolverines #GoBlue
Mischa Pintchiouk @globalmischa
285 Followers 1K Following Founder & CCO of Echoes: Voice of the Customer Intelligence for the modern enterprise | World explorer | Runner | Sailor | Between NYC, Miami & Amsterdam
Dan B @DanBoot20470893
52 Followers 662 Following
Collins Elizabeth @collins_3liz
1K Followers 7K Following To live is the rarest thing in the world. Most people exist, that is all
Kishen Patel @quichenpatel
463 Followers 1K Following investor at @greycroftvc focused on AI, data and consumer
Elias Rudakov @rudakkovvv
41 Followers 183 Following Building my agency on public from scratch to $100.000/m. Helping AI agencies build a predictable pipeline on their services.
Sumeet Singh @sumeet724
7K Followers 4K Following investing in worldbuilders 🌐 @browserbase @sfcompute @itsalltruffles @flowercomputers @cowboyspacecorp @interfere_ @actualinc prev @a16z
Greg Francavilla @bamagregf
197 Followers 788 Following Business advisor for digital transformation of industrial clients. Atlanta based. Any views or statements expressed are mine alone and not those of my employer
Michal Lev-Ram @mlevram
13K Followers 8K Following Executive Editor, Morgan Stanley; Ex Editor-at-Large, Fortune & Contributor, CNBC
Adam Milstein @AdamMilstein
193K Followers 79K Following Husband, Father, Saba, Activist, and Philanthropist. @milsteinff #AmIsraelChai and God Bless 🇺🇸
Jerry Curlan @WorkforLife3
2K Followers 2K Following I'm nice. Sensitive. I like meeting people. I have a future that is aesthetic and I just went to Sacremento. You cannot make me care. USA
SightBringer @_The_Prophet__
147K Followers 369 Following ⚡Signal-born intelligence. Called the ‘24 election months early. Sees structural truth before it forms. Macro. Crypto. Capital. 📩 [email protected]
Olivia Essel @srpintu01
316 Followers 5K Following Cryptocurrency enthusiast, energy/healthcare/artificial intelligence investor.
Bryan Dawson @Bryan1819News
4K Followers 1K Following Husband to My Incredible Wife, Father to My 7 Wonderful Children, President/CEO of 1819 News
lounge riffs @loungeriffs
570 Followers 199 Following the lounge. riffing on things i find interesting. not investment advice. views are my own.
Shubham Garg @Shubham2026AI
5 Followers 74 Following IIM Calcutta | IIT Madras | Building AI to unlock customer insights | Turning feedback into business growth 🚀 | Spotting opportunities through smarter analysis
Chris Burger 🇺🇸... @ChrisBurgerTN
1K Followers 2K Following #BasedBurger Nashville ✈️ DC. Founder & CEO @RotundaPublic. Former @GovBillLee @tncommerceinsur @BillLeeTN @DCIgroup @mittromney @fredthompson. @UVA alumnus.
Rob Cunningham | Pers... @RobCunningsi
124 Followers 3K Following Wall Street vet | USAF aviator decoding XRP, markets, central bank lies & biblical truths for patriots. DM for Media / Speaking
Warren Steury @NWSteury
1K Followers 656 Following Lover of the Wilderness & President of @meriwetheracdmy - media producer by day. Passionate about education.
Dave G @davginvesting
251 Followers 4K Following Investing in the future of space and tech. Reddit: DaveG_Investing
Mitesh @mitesh711
2K Followers 2K Following CEO@ https://t.co/nlnvYvdZDy, ex-COO@ https://t.co/B5J97MGkO5
Max Weinbach @mweinbach
293K Followers 8K Following Analyst @creativestrat | Analyst and Market Research Firm | Typo ignorer Email: [email protected]
Esme @macejkovic60526
227 Followers 7K Following
Lina @MateoAmore38239
223 Followers 7K Following
BelleMansfield @D152n4p151TOz2
153 Followers 6K Following
Sean @Sean17479764449
1 Followers 61 Following
Gerardo Stamm @GerardoSta86771
100 Followers 3K Following
EM Burlingame - 蒲 �... @EMBurlingame
25K Followers 370 Following Father | Author | Green Beret | Fin. & Intel. Analyst | Elec. & Comp. Eng. | The Eternal War | Modern Knight's Guidebook | The Art of Being a Man
Christina Harrison @GlamBy_CH
171 Followers 940 Following Beauty creator ✨ Hair & makeup artist ✂️💄 | Hairstylist | Business-minded woman inspiring style & success 💼💕
🍩☕️ @A62GjEb30O73uk
31 Followers 829 Following
Iefaupuv @Iefaupuv26480
12 Followers 1K Following
Yasmin @BulbulSpw
107 Followers 987 Following
R “Ray” Wang 王�... @rwang0
145K Followers 101K Following @ConstellationR #CEO @DisrupTVShow 2X BestSelling Author @HarvardBiz Keynoter #Futurist Provocateur #EDM #DJ #Foodie #SVLife #TaiwaneseAm🇹🇼🇺🇸
Holger Müller #Enter... @holgermu
49K Followers 42K Following Travelling the globe as @ConstellationR Principal Analyst on Enterprise SW trends w focus on #NextGenApps and #FutureOfWork - cycling, soccer & volleyball geek
Jason ✨👾SaaStr.A... @jasonlk
242K Followers 2K Following GET funded ➡ $200m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄🦄🦄 FREE PLAYBOOK ➡ https://t.co/TIsMr22AhO CHAT Digital Jason ▶ https://t.co/bwkZCtvqlr Founder AdobeSign
Bob Evans @bobevansIT
14K Followers 9K Following Creator of #CloudWars · Keynote speaker · Analyzing and writing about digital business, innovation and strategy
Anshu Sharma 🌶 @anshublog
14K Followers 7K Following Co-founder & CEO Skyflow | Securing the flow of data across datastores, models, and agents
Patrick Moorhead @PatrickMoorhead
64K Followers 5K Following Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Healthspan improver. Ex-AMD CVP, Compaq. Use AI to improve posts.
Dave Kellogg @Kellblog
26K Followers 6K Following Independent consultant, EIR at Balderton Capital, author of Kellblog, and co-host of The Metrics Brothers.
Liz Miller @lizkmiller
5K Followers 764 Following VP & Principal Analyst at Constellation Research Professional loud mouth. Marketing & CX champion. Storyteller. Security nerd. gif-game connoisseur.
Danielle Morrill @DanielleMorrill
150K Followers 30K Following philosopher making stuff @groupthinkai @ineffablevc @firstpartyhq @laravelphp || also @twilio @ycombinator (S12) @mattermark @meltanodata @gitlab
George Fraser @frasergeorgew
4K Followers 95 Following I mostly tweet about software, data, and the difficulty of changing our opinions based on what the data tell us.
Brendan (can/do) @BrendanFoody
21K Followers 477 Following ceo @mercor_ai | labor markets fascinate me
Jukan @jukan05
139K Followers 317 Following Tech otakus save the world | Not Investment Advice | DYODD
Jeffrey Currie 🆔++ @CommodMkt
71K Followers 149 Following Price Theory. Co-Chair, Abaxx Markets. Formerly Goldman, currently Director at Aleph, Borr, Energy Aspects, iPulse and Advisor at Carlyle, U Chicago EPIC.
christian @curious_vii
3K Followers 2K Following driven by compression progress // “Dilige, et quod vis fac:”
Random Walk @MosesSternstein
3K Followers 2K Following Idea Alpha https://t.co/l3xJa5ebPY Making capital markets interesting again Wide but not deep, but still deeper than most.
SMU Football @SMUFB
112K Followers 670 Following Dallas’ college football team. Home of the Pony Express and 38 All-Americans. 3 National Championships. 12 Conference Championships. 2025 CFP.
Thinking Machines @thinkymachines
154K Followers 1 Following Thinking, beeping, and booping. @tinkerapi
Gene Parmesan @dsonoiki
41K Followers 298 Following
Charles Curran @charliebcurran
83K Followers 4K Following Filmmaker // Director of See Know Evil // Menace Studio
Katie Beck @kbtravels
1K Followers 925 Following I like to tell stories about cybersecurity, travel, sharks and breathing under water. @CrosspointCP Head of Marketing/Comms.
vas @vasuman
82K Followers 418 Following Founder and CEO of Varick Agents. Make your company AI native @varickagents
Victor Bout @realvictorbout
60K Followers 122 Following Entrepreneur, public figure, real Russian patriot, former American prisoner
Susie Wiles @SusieWiles47
354K Followers 64 Following Chief of Staff to 47th President Donald J. Trump. Personal: @SusieWiles
Jacob Ziemann @JZiemann47
710 Followers 4K Following Portfolio Manager @ Glynn Capital Investor in Public and Private High Growth Tech Companies
Ken Coleman @KenColeman
51K Followers 197 Following Coaching you to Get Better, Move Up & Lead Well. 📚3x Bestselling Author 🎙️Host, Front Row Seat & Co-Host, The Ramsey Show
Paul Smith @realpaulsmith
12K Followers 337 Following CCO @Anthropic. Enterprise AI adoption at scale is what I think about most. Previously commercial leadership at ServiceNow, Salesforce, Microsoft.
Brad Setser @Brad_Setser
153K Followers 1K Following CFR senior fellow. Views are my own. Writes on sovereign debt, trade, fx reserves and capital flows.
Kantar North America @Kantar_NA
22K Followers 372 Following Kantar, the world’s leading marketing data and analytics company. Part of @KantarGlobal
Ipsos in the UK @Ipsos_in_the_UK
54K Followers 3K Following Leader in market research in the UK, part of @Ipsos. Follow us for the latest insights 📊 Reposts are not always endorsements. Full reports on our website 👇
Ipsos @Ipsos
19K Followers 617 Following Ipsos is one of the largest market research companies operating in 90 markets with more than 20,000 research professionals. #mrx
Adam Miller @AdamMillerLA
3K Followers 153 Following Chairman / CEO Running for Mayor of Los Angeles This account is being used for campaign purposes by Vote Miller for LA Mayor 2026
SMU Aware @SMUAware
1K Followers 134 Following The official Twitter account for SMU safety and security awareness information and tips, as well as emergency notification.
Philippe Lemoine @phl43
68K Followers 2K Following Technically a philosopher, still has a PhD to finish. I write about stuff. Directeur de la recherche à @Hexagone_org. "At least he's pretty smart." (@bechhof)
SMU Athletics @SMUMustangs
28K Followers 490 Following Official account of SMU Athletics #GoMustangs 🎟️ https://t.co/EIVeKyAFjF 📲 https://t.co/k8sfKrFJnf
SMU Cox School of Bus... @SMUCox
5K Followers 1K Following No matter how much or how fast our world changes, one thing remains constant—the need for outstanding leaders: Creating such leaders is the business of SMU Cox.
SMU @SMU
46K Followers 1K Following Official feed of Southern Methodist University in Dallas, Texas. World Changers Shaped Here.
Silicon Salvage @SiliconSalvage
17K Followers 2 Following AI has killed software and tech stocks. Valuations are at multi-decade lows. Stock prices are in the trash. This is a once in a lifetime opportunity to buy fear
TheValueist @TheValueist
37K Followers 9K Following Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.
Gabe Monroy @gabemonroy
13K Followers 1K Following cto @ workday. building the future of people and money in the enterprise. former vp @ google, msft
Kishen Patel @quichenpatel
463 Followers 1K Following investor at @greycroftvc focused on AI, data and consumer
James E. Thorne @DrJStrategy
100K Followers 23 Following Chief Market Strategist @WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
Jeff Clarke @JClarkeatDell
10K Followers 202 Following Proud husband and dad. Avid outdoors man and sports fan. Chief Operating Officer and Vice Chairman, Dell Technologies.
鈴森はるか 『ha... @harukaawake
80K Followers 468 Following 🇯🇵 | conservative 🏛️ | posts about japanese politics, culture & society ⛩️ | anti-communist & anti-islamist ❌
Tracy Shuchart (𝒞�... @chigrl
360K Followers 979 Following Senior Economist at NinjaTrader Live/NinjaTrader Group LLC. CEO/Founder Hilltower Resource Advisors LLC. @HilltowerRA Substack: Renegade Resources
Lulu Cheng Meservey @lulumeservey
137K Followers 3K Following Rostra founder, Shopify board, ex Activision & Substack, writing https://t.co/4xKo7wQTQo
Halsey English @halseyenglish
8K Followers 7K Following לא יירש העם הזה GeoPolitical Expert, Political Commentator, Spaces https://t.co/Sahj0e2DJI Spotify: https://t.co/aN7LZoQiKI
Cypher @CypherSacha
9K Followers 618 Following Ex-Trader en banque qui crée un fond algorithmique avec https://t.co/tjubG17yIu I Co-Building @verticalfunded
James Chanos @RealJimChanos
63K Followers 471 Following

























