DeepValueOps

@x_times_1 Where is this rumour?

Bought some $FRMI today. AWS contract pending signature (rumor) and massively overdone selling.

@ShiffmanRuben How exactly? Just through the grant u got or more than that?

@deepvalue06 yes

$MOLY The government of Canada has announced a significant investment of $35 billion aimed at enhancing defence, resources, and more in the Arctic, in collaboration with Germany. This ambitious plan underscores the commitment to addressing critical issues in the region, including the development of critical minerals. Over 90% of all metallic components for defence including carbon steels require moly😎 #Greenland #criticalminerals #Canada #Germany pm.gc.ca/en/news/news-r…

@YoungKo83 @financialsamura @Taran Hey saw the Anthropic post. Do you have access at that valuation in a single layer spv structure by chance? Highly interested and can potentially bring a very big buyer. See DM

@financialsamura @Taran DM me

Hearing anthropic secondaries are now 650b lol

@ChampRDS Ya disapointed. Jone Jones we need to see! Guy is the UFC

Colby Covington says the UFC White House card is "piss-poor" 😬 "It's piss poor at best. The fans have spoken, they said they hate it. It's a terrible card. They promised 6 or 7 title fights, now they have one title fight and an interim title fight they just put together last minute. The thing was so disorganized. They put it together last minute, there wasn't any big high ranking American fighters. Who are the guys representing America on the 250th birthday of America. It seems like they don't care anymore. They made all that money with Paramount and they're just happy. It is what it is." (via @MMAJunkie)

@cjquinn10 Interested please dm

I paid off my student debt and bought a house making warm intros within my network. No app. No gig work. Just people I already knew. Invited 10 friends to try it. Same results. Not everyone can be an influencer. Not everyone wants to Uber or DoorDash. But we all know people - and there's never been a real way to get paid for that quietly, with quality and trust at the center. Meanwhile AI is replacing SDRs, cold email is dead, and inboxes are full of slop. Businesses are starving for signal. A warm intro from someone you actually know converts at 10x anything an AI can generate. We built something around this. 1,000+ people in the beta making up to $20K/month just from their networks. Launching publicly soon. Want early access? DM me with your email.

@wallstengine NetSuite sucks, they’ll get eaten

$ORCL ON “SAAS POCALYPSE”: “You’ve all heard the thesis... that new companies coding quickly using AI will spell the death of SaaS." "I don’t agree with that at all.” “I do think that AI tools and their coding capabilities would be a threat if we weren’t adopting them, but we are, and very rapidly... Oracle is using the best AI coding tools and the best developers...” “The use of AI coding tools inside Oracle is enabling smaller engineering teams to deliver more complete solutions to our customers more quickly. We are building brand new SaaS products using AI and also embedding AI agents right into our existing application suites.” “By embracing AI with small engineering teams, we have just built 3 brand new CX applications... and our new website generator. In fact, we just used the website generator to build and launch the new Oracle website.” “These are 3 products that Salesforce does not have... We’ve already delivered well over 1,000 agents right inside our horizontal back-office and industry applications.”

@DesireeAmerica4 Don’t they have kids together? If no kids I understand but if you have kids what does it matter if the other half takes $100mm? Going to your kids in the end

DAK PRESCOTT AND FIANCÉE REPORTEDLY CALL OFF WEDDING OVER MASSIVE PRENUP STANDOFF ​After securing a historic $240 million contract, Dallas Cowboys quarterback Dak Prescott and his fiancée, Sarah Jane Ramos, were supposed to be celebrating their upcoming April wedding. ​The rumor is that Dak spent the last few months pushing hard for a rock-solid prenup to protect his new bag, and she flat-out refused to sign it. That underlying tension finally boiled over into a massive screaming match right on the yacht, leading to the entire wedding being permanently shelved. ​If she really walked away just because he wanted to protect his contract, did Dak actually dodge a massive bullet here?

@wallstengine I think we see a shift of more left leaning folks leave OpenAI to Anthropic

OpenAI’s head of robotics, Caitlin Kalinowski, resigned over the company’s Pentagon deal. She said “surveillance of Americans without judicial oversight” and “lethal autonomy without human authorization” were lines that needed more deliberation. OpenAI confirmed her departure and said its DoD agreement still draws red lines around domestic surveillance and autonomous weapons

@sweatystartup I’d hate to own a staffing agency right about now

I don’t know a single A player who is gung ho about AI. It’s the opportunity of a generation for C players to try and hide how much they suck.

@varunv_malhotra Depends what piece of the software stack you go after. ERP is tougher but one use case/workflow is easier (and can charge cheap)

@varunv_malhotra C-Systems software is an example of one of their companies. The only thing keeping them afloat is their ability to integrate. Integration is the key moat in this B2B industry. However, what if data migration becomes a click of the button? Then these players get disrupted

Just read through this and it’s fantastic and thorough. Good assessments of the business quality and AI risks. Highly recommend all $CSU shareholders give it a read

@DGretta_Author We cancelled ours and moved to NetSuite. Salesforce offshore its account management. Absolutely horrible company for service

If we go into Recession, much higher chance you'll cancel going to $SBUX than billion dollars companies cancel their $CRM subscriptions.

These laggards actually want to switch; they hate their legacy software that is owned by private equity and feel trapped. Mainly because there weren’t many options unfortunately before to switch and data migration was difficult. Now more options are popping up and platforms that are eating the small niche ERP from the outside in. The later adopters are looking to move; I operate in the lumber industry which is the biggest laggard. Back when I was in equity research covering tech I loved CSU and did up until a year ago. I’ve seen first hand what’s happening with these laggards and don’t see how CSU wins unless it shifts thinking from a PE mindset to innovation. Just my two cents

@deepvalue06 Disagree here, the TAM is small and so is switching costs. Late Adopter/Laggards of tech are not always looking for moving fast/cheaper.

If u look at the portfolio there are thousands of little software businesses in niche markets. CSU is run like private equity, limited innovation. They will get eaten by startups that move fast and cheaper in the age of AI. 5 year uncertainty high. I know the company well as I used to cover it; I’d prefer buying Kinaxis. Has sold off a ton and is the source of truth for large enterprises

@deepvalue06 I think it’s peak fear and the companies real moat is around the capital allocation and buying VMS businesses so that won’t change

Honestly I lean to the right, but this is not madness it’s the truth - social media rots your brain. I’m all for banning social media under 16 years old. Do what’s right for the children is your motto then you should be for this. I’m also a fan of yours so coming at this completely unbiased

Madness

@hamids @vladtenev I mean, what if the thing trades at a big premium to nav? Kinda kills the business model

Wow! $HOOD’s Robinhood Ventures Fund I is going to change the insanity of VC funds! As someone who’s invested in multiple such funds, I can tell you this fund is WAAAAAY more attractive. @vladtenev and company have done it again! Knocked it out of the park! Here’s why it’s far superior to typical VC funds: 1) Immediate liquidity anytime! This one issue itself makes Robinhood’s approach FAR superior to any fund out there. I have money that has been stuck in high-performing VC funds for 7+ years and I can’t access it, despite its value being up 400% or more (supposedly). If I want to sell the fund on a secondary market, the value is a tiny fraction of the supposed value. On one such fund I was literally quoted at 60% of my initial investment, despite the 400% rise and 7-year wait. 2) WAAAAY lower fees. Robinhood is going to charge just a 1% management fee and NO CARRY! Typical VC funds charge a 2% management fee, but far more importantly, they take 20% of the upside!!! This is called “carry” and how VCs become billionaires risking other people’s money. Robinhood is taking -0- carry! Amazing. 3) Access to great companies. Most VCs are fighting hard to invest in the best companies, but most of them don’t have access to the best companies in the first place. My guess is that Robinhood, because of @vladtenev and its brand recognition, is going to have better opportunities than the vast majority of VCs. 4) Smaller investments. Most VC funds require a $250K minimum investment, not to mention the requirement to be an accredited investor (you basically have to be a millionaire). Robinhood’s fund opens the door for everyone with ability to invest just $25 for a share or even allow fractional shares. This is nuts! Absolutely amazing! 10 out of 10! Another Robinhood innovation. This is going to totally disrupt the VC world. Robinhood just keeps impressing me over and over again! Great job guys!

@toddsaunders How important is it to have a component of AI in the saas? What if you aren't the source of truth and more of a vertical platform with a few features

There is so much buy / investment side demand for vertical saas right now. 3 founders I coach all coincidentally closed rounds this month, and 1 just sold to PE (to be announced next week). 1/ raised $2 on $20m doing $1M in ARR 2/ raised $9 on $52M doing $6.5M in ARR / 110% NRR 3/ raised $11M on a $105M doing $8M in ARR / 95% GRR / 135% NRR 4/ sold for $90M, 8.5x ARR If you are in vertical saas, now is your time.

@damianplayer Anthropic