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Verizon vs Salesforce, Signull Joins, Blue Origin's Test, Wild Tech Devices, Robot Marathon

Ethan Ding / YOUTUBE / Jun 14

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Yeah. How have you been processing the SaaSpocalypse narrative? Uh, Benioff was given some pushback. Uh, other folks were very bullish on it. There's a whole bunch of different data points. I've been just shocked that, uh, We haven't seen revenue declines from really any software company that's been targeted, although, you know, you could talk about the lon...

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3 published market points linked to reviewed evidence.

Published market points
63:50shortdirectional thesisCRM

Salesforce keeps posting double-digit growth now, but big customers are openly planning two-year exits to free cash for GPUs, and the per-seat model gets squeezed as AI agents do the work.

Yeah. How have you been processing the SaaSpocalypse narrative? Uh, Benioff was given some pushback. Uh, other folks were very bullish on it. There's a whole bunch of different data points. I've been just shocked that, uh, We haven't seen revenue declines from really any software company that's been targeted, although, you know, you could talk about the long term, but slowing growth, the growth like these companies are still growing even if they are in like the direct path of the AI companies.

+100.00%price pending
64:45shortdirectional thesisSNOW

A cloud-data bill becomes the first line cut to free cash for GPUs, with workloads fleeing to bare Postgres on AWS or Google, and the analytics vendor's premium consumption growth dries up.

It's not like they're going to another vendor. They're just like, I need to free up money to set on GPUs, set GPUs on fire. Sure. And I'll pay anybody to move me into a Postgres instance in Google Cloud or AWS.

+100.00%price pending
80:43longdirectional thesisXBI

Small-cap biotech gets bid up as cash-rich pharma buys out innovators to refill pipelines facing a $170B+ patent cliff; an equal-weight basket of those targets captures the takeout premiums.

Certainly the GLP-1 boom. One of the trends that's going on here is that the industry has to restock the shelves for new drugs. As drugs go off patent, there's these revenue cliffs. And so Big Pharma is sitting on probably the largest pile of capital they've ever sat on, and they look to acquire a lot of their innovations from small companies. Those are the folks that we support to create new medicines. So there's definitely a huge M&A trend that's happening this year, and it'll continue to happen for the foreseeable future.

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