Jon Fortt

Jon Fortt and @counce4hire reunite for the annual March Forth conversation under the @ForttMedia umbrella, discussing AI, diversity, workplace culture, and the stakes of this technological moment. x.com/i/broadcasts/1…

Today @MinIO Co-CEO @garimakap announces a @databricks partnership enabling direct data reads from on-prem infrastructure — eliminating costly cloud replication. She adds MinIO is cash flow positive, hasn't touched its 2022 raise, and says every engineer is now "100x" more productive with AI coding tools. cnbc.com/video/2026/03/…

@BeltwayGreg @markflowchatter Not going anywhere yet

@markflowchatter I’d follow @jonfortt to wherever he’d happen to land. Intelligent. Informative. Sees the positive and the negatives. Touch Fortt and I’m coming up there. That said, I believe most of the hedge fund hacks that regularly appear do so on their own dime.

CNBC TO CUT NEARLY A DOZEN JOBS: REUTERS WISHLIST: Steve Weiss Who else?

Full Fortt Knox $SNPS conversation: cnbc.com/video/2026/02/…

AI is driving strong R&D investment in chip design and physical simulation, @Synopsys CEO Sassine Ghazi says. That's fueling a solid FY26 start, margin expansion, and momentum from the Ansys combination. Meanwhile $SNPS has de-risked China from its guidance and is leaning into sovereign semiconductor and data center demand globally ...

He also said AI is accelerating the shift to autonomous fleets, positioning Verra at the center of how 250+ cities manage robotaxis, tolling, and safety. He said given the company's strong cash flow, Verra plans to be a consolidator in mobility infrastructure as autonomy scales. cnbc.com/video/2026/02/…

Verra Mobility $VRRM shares fell when @VerraMobility reported earnings Tuesday, possibly in reaction to EPS in the middle of the guided range but short of some analyst estimates. CEO David Roberts attributed the costs to the ramp in a major red light camera contract renewal with New York City ...

He says its AI-powered marketing platform delivers 6:1 ROI, drives 30%+ annual growth, and positions the company to keep taking share and pursuing acquisitions despite a broader SaaS shakeout. Full Fortt Knox conversation: cnbc.com/video/2026/02/…

As software stocks rebounded Tuesday, @ZetaGlobal shares popped 13%, then moved higher when the company posted earnings. CEO @dsteinberg10000 told me generative AI is accelerating $ZETA growth ...

@pittore187 More large cap growth. Huge cash flows from most of them.

@jonfortt Microsoft owners may disagree, since it’s down much more than that over the last month (and it’s the top holding in IGV) Curious, if they aren’t risk assets, what are they?

I stand by what I said 19 days ago.

These are not “risk assets” QQQ Top Holdings by Weight (Approximate) 1.NVIDIA Corporation (NVDA) – ~9% of the fund 2.Apple Inc. (AAPL) – ~7.5% 3.Microsoft Corp. (MSFT) – ~6% 4.Amazon.com Inc. (AMZN) – ~4.2% 5.Tesla Inc. (TSLA) – ~3.3% 6.Meta Platforms Inc. (META) – ~3.8% 7.Alphabet Inc. Class A (GOOGL) – ~3.8% 8.Alphabet Inc. Class C (GOOG) – ~3.3% 9.Walmart Inc. (WMT) – ~3.1% 10.Broadcom Inc. (AVGO) – ~3.0%

Today Nimble announced a $47M Series B, and CEO Uriel Knorovich told me he believes enterprise #AI agents will only scale if they can reliably search and verify the live web. With its new funding, Nimble is building the search infrastructure layer that lets Fortune 500 companies trust agents to monitor real-time pricing, regulations, and market data and act on it in production.

Seems like a lot of things, including that. I wonder how far the jitters spread across the market. Interesting that $PLTR is down about 40% from its peak, when its position is more AI disruptor than disrupted. At some point the selling is covering more than thinking.

$AMPL CEO @spenserskates says most public SaaS companies aren’t transforming fast enough for the AI era. By forcing company-wide AI adoption, accelerating product cycles to weeks not quarters, and using its massive behavioral data set to power self-improving analytics, @Amplitude_HQ aims to be a consolidator rather than a casualty of the “SaaS-pocalypse.”

How is voice AI evolving as a business tool? @polyaivoice CEO @nikola_mrksic says the real AI opportunity isn’t flashy assistants. It's enterprise voice agents that eliminate wait times and handle the work of thousands of call center employees at equal or higher customer satisfaction.