Golden Lake Partners

They didn't. Chronosphere only does metrics Pillars of observability are metrics, logs & traces. Do you really think a firm as big as OpenAI will select a point product to replace a platform? Chrono is only used when you got high cardinality, fits ad businesses for ex. $DDOG

@investingbyGenZ This is ai slop Atleast put minimum effort in and delete the source where ai took the answer from (ibanet website )

$EVO is now in serious takeover discussions. How will it trade tomorrow? Kenneth Dart has used swap agreements to take his economic stake above the 30% mandatory-offer threshold under Swedish rules. Since he doesn’t control the voting rights on the swap shares, $EVO says he doesn’t legally have to launch a bid – but he’s clearly dancing on a very thin line here.[ibanet +3] My guess: the market reads this as real intent and starts to price in a potential offer, so I’d expect the stock to trade up.

@Bharatpatekpji @Bitcoin_Teddy Ai slop detected

😂 This exchange is peak “economic logic vs. reality” energy. Dean’s clapback hits hard—“you can’t build bananas in America” perfectly exposes how some policy explanations just don’t match the real world 🌎🍌 It’s the kind of conversation that’s hilarious and painfully true about tariffs, costs, and the limits of domestic production

DEAN: “What’s the tariff on bananas?” LUTNICK: “10%.” DEAN: “Walmart already raised banana prices by 8%.” LUTNICK: “Well, if you build in America, there’s no tariff.” DEAN: “You can’t build bananas in America.”

@taobanker it will take way more time that this guy says why? Economies of scale. $veev's workloads were bundled with those of Salesforce. You thus had meaningful scale and could command a discount at hyperscalers for compute As a standalone smaller co, you don't have that benefit

fascinating analysis on $veev this is alpha

@BlatnickBr55908 @OnlyCFO Cloud transition

@OnlyCFO Explanation for Guidewire?

Only two companies are accelerating revenue growth since their 2021 growth rates

@SorobanCount Got a link to share? can't find your substack through google search

Evolution Gaming 💥💥💥 My new Substack post up and running. Account: The Financial Terrace Post: With a Cash Flow Too Big to Fail.

@TechLayoffLover Oh and btw no HR at a big tech like a hyperscaler would sit down for a 40mins interview to tell you they are laying off people Stop the obvious lies

@TechLayoffLover This tweet feels line it was written by AI Unsubscribing from you man, as you gloomy scenarios aren't what my friends in the industry tell me and you keep writing the same stuff everyday.

Meta just confirmed a 20 percent company wide headcount cut but insiders are screaming the real story is way uglier than the efficiency memo. Direct word from multiple sources deep in the org. The announced 20 percent is only the near-term floor. A senior manager told me it's the starter number. Top leadership is already modeling two to three times that long term. They dug into developer activity logs after rolling out heavy AI tools across engineering. What they found floored them. Hours worked have plummeted for a huge chunk of the org. Many seniors now clocking under 10 hours of real productive time per week because the tools are handling so much grunt work so fast. One staff engineer said leadership pulled dashboards showing commit rates holding steady or climbing while logged hours tanked. Same output. Way less human sweat. The math was brutal. If AI is letting one person do the work of three with half the time input why pay for three. They have been quietly running knowledge extraction sprints for months. Senior engineers screens recorded 24 7. Every prompt logged. Debugging flows captured in brutal detail. Entire decision trees filmed under the banner of process documentation for continuity. One engineer described being forced to whiteboard his whole system design playbook. Trade offs. Failure modes. Scaling hacks. All while cameras rolled. They called it knowledge transfer to support the transition. The transition is agents and remaining skeleton crew armed with those exact recordings prompt libraries and heavy Claude+Gemini access. Replacements are already shipping changes 40 percent faster using the precise workflows they ripped from the outgoing engineers. They are not slashing for cost alone. They are turning 15 plus years of Meta engineering DNA into structured training data. Every document your process request is not teamwork. It is feeding the beast that replaces you. The strategic AI pivot line they are feeding the press is cover. They are replacing the entire engineering organism with agents trained on their own seniors captured minds. CTO level playbook is already locked. Extract. Document. Automate. Repeat at two to three times scale. If you are still at Meta and someone pings you to please record a quick walkthrough of your workflow for the team run. Do not document. Do not hand over the keys. The knowledge extraction is complete. If you are inside watching more engineers get gutted because AI made their 40 hour week look like 10 hours of value, DMs are wide open.

Got more info from industry contacts on $DDOG, OpenAI & Chronosphere (CS) - Contract with CS is metrics only at this stage - CS deployed in a new area within OpenAI, has not displaced $DDOG as of now - APM is firmly a $DDOG territory, toughest part to switch

@JulienGarran just watched your video youtube.com/watch?v=zTDI8Q… the problem you have is you use MSFT copilot. Use Gemini and you'll see the picture generated ( teacher, kids, alphabet) is absolutely realistic with no errors STOP using MSFT copilot because it's shit

@ALEXEIMARTOV The margins guidance was even worse than topline guidance...

$GTLB Q4 rev was great but unfortunately a pretty modest guide with 16% rev growth at the mid point of guidance. Not a great day overall. That said, w/ 16% rev growth, should be worth 6x rev to an acquirer. The math there would be pretty lucrative at these prices. management really should be figuring out how to sell this by year end, its quite valuable to a number of different market participants. i'm not really worried about the margin hit, this is not a 10 year compounding revenue story, they just need to improve their offering as much as possible and then flip. It's just a shame we're not seeing more of an acceleration in the guidance toward year end, though could always be a surprise.

@FoxCastlehold the same one buying back shares is the one growing organic growth at 4% (higher than $ACN) & sandbagging the guide. I bought me some when the shares hit 100 euros a couple of days ago

Among the french digital service companies which I follow there is only one which is buying back shares regularly. Still waiting the other ones to follow its lead.

@Orion_volthire @Pivot2Centre Ai slop detected

Social media bans, if confirmed, signal a deeper clampdown on information flow out of Dubai, a hub where perception is as critical as infrastructure. Markets don't wait for official word—they price in uncertainty now. Expect capital flight to accelerate as high-net-worth individuals and funds hedge against opacity. Dubai's role as a financial and transit nexus hinges on trust; any erosion triggers rerouting of wealth and operations. Insurance premiums for regional assets are likely already spiking. How long can Dubai maintain its hub status if information lockdowns persist?

Is there a social media ban in Dubai now? Hardly any videos coming out

@lala0409123 Chronosphere only does metrics Pillars of observability are metrics, logs & traces. Do you really think a firm as big as OpenAI will select a point product to replace a platform? Chronosphere is suited for high cardinality sits and ads is a high cardinality situation

@GoldenLacLLC Can’t fight the ddog displacemen thesis, there are better names

$DDOG is about to hit that +30% topline growth thanks go the Department of War's decisions More Anthropic users means more things to observe for $DDOG and thus more revenue Any takers at $112 before the $DDOG stock explodes higher?

@eel_user $DT is more geared towards enterprise that have on prem deployments. Which is not the case for AI natives They are subscription based vs $DDOG being consumption based so inflection in revenue for non ai will be seen later this year while it's already been happening for $DDOG

@GoldenLacLLC Why not DT?

$DDOG datadog and it's not even close in softwre - AI tailwinds - ex ai cloud migration tailwinds - No threat from Chronosphere, adopted by OAI for their high cardinality ads business which they just launched - Signed Anthropic and abt to sign xAI and an unnamed hyperscaler

@anishmoonka More than 2/3 of their revenue is fixed payment based. Clients don't care that it takes you 10 consultants or 2 consultants + an AI to get them to the outcome they want. Will see topline reaccelerate for IT Services companies in the near to mid term but they will lay off peeps

Credit where it's due: Accenture booked $5.9 billion in AI projects last year. Nearly double the year before. This joke only works if Accenture is a code shop (It's not). Accenture pulls in $70 billion a year. Half of that ($34.6B) is managed services, where they run entire business operations for other companies: payroll, HR, supply chains, security, compliance, all of it, across 120 countries. The consulting half is mostly strategy and organizational overhauls for 9,000 clients, not writing code. The irony: every time a company wants to deploy AI tools internally, they call Accenture. Someone has to figure out which workflows to automate, retrain thousands of people, restructure processes, migrate data, and bolt AI into enterprise systems built decades ago. That's exactly what Accenture sells. And it's working. Accenture's AI revenue tripled to $2.7 billion in fiscal 2025. They've run 11,000 AI projects across 1,300 clients since 2023, totaling $11.5 billion in AI bookings. Last quarter, they booked another $2.2 billion in AI work alone, with AI revenue up 120% year over year. Total quarterly bookings hit a record $20.9 billion, with 33 clients each signing $100M+ deals in a single quarter. They did cut about 11,000 employees who couldn't be retrained for AI. But they grew their AI workforce from 40,000 to 77,000 in two years and trained 550,000 employees on gen AI basics. Their CEO said AI is now so embedded in everything they do, they're going to stop reporting it as a separate number. The real risk to Accenture is that AI makes its own consultants so productive that clients stop paying for hours and start paying for outcomes. Revenue per employee sits at ~$89K/year, suggesting that much of their workforce performs the kind of process execution and staff augmentation that AI genuinely compresses. Their stock is down 33% from its 52-week high, even after beating earnings, because Wall Street sees the same math. A 24-year-old with Claude Code can ship an app over a weekend. Accenture charges Fortune 500 companies to rewire how they operate across 52 countries. Those are different jobs. AI tools are making Accenture's phone ring more right now, but the margin pressure from those same tools is the real story to watch.

@Dan_Brisbois @KobeissiLetter This is ai slop lol

If Iran actually locks the Strait of Hormuz, that’s not a headline, that’s a global economic defibrillator getting yanked out of the wall, because you’re talking about roughly 20 percent of the world’s oil moving through that narrow strip of water like financial oxygen, and when oxygen stops, markets don’t meditate, they convulse. First move, oil spikes hard, futures go vertical, energy stocks rip, airlines sweat, inflation expectations flare back up like a bad habit, and central banks start grinding their teeth. Second move, naval chess begins, the U.S. Fifth Fleet doesn’t just sip coffee in Bahrain while shipping lanes close, so expect escort missions, coalition pressure, and serious brinkmanship. Third move, diplomacy on overdrive, back channels light up because nobody from Beijing to Brussels wants a sustained chokehold on energy flows. But here’s the stoic truth, threats to close Hormuz have happened before, and actually sustaining a closure without inviting overwhelming retaliation is another level entirely. The next chapter is leverage versus escalation, oil versus war premiums, and whether this is posturing for negotiation or the opening bell of something uglier. Either way, if that waterway truly shuts, the whole planet feels it in gas prices before they feel it in headlines.

The Strait of Hormuz situation: Reuters is now reporting that Iran is notifying vessels that it is CLOSING the Strait of Hormuz. If officially closed, 20+ MILLION barrels of oil PER DAY will be impacted, or 20% of global supply. What's next? Let us explain. (a thread)

good # from $ESTC don't understand the reaction post market. Any one has a clue?

@FoxCastlehold It's dirt cheap but the management have absolutely botched and continue to botch capital allocation Don't waste your time

@GoldenLacLLC Have not looked at it!

Still not seeing french software and french digital service companies doing some solid buy backs... This is quite revealing... They will tell you that they are not there to give liquidity... in that case I would tell them well don't quote Buffett, Munger and Singleton.