Kristoffer Lindstrom
2.3K posts
Kristoffer Lindstrom
@Lindstroem_K
Owner: https://t.co/xgwzTqPekF | Research: https://t.co/UMtsuuR8Gv | tech & business nerd 😎
Stockholm, Sweden Katılım Ocak 2013
555 Takip Edilen5.4K Takipçiler
BREAKING: Thoma Bravo just released their LP meeting slides.
The world's largest software PE firm thinks the market has it completely wrong on software right now.
Public markets are panic-selling software based on AI fear.
Here's what they're seeing:
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@ribzoftiktok Have not used the cards for like 4 years, only mobile.
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He is ignoring the obvious solution, which is circular credit cards
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@aktiestoteles @JacobStjernberg Spännande att se om like SaaS utköp kommer nu pga nedgångarna.
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Riktigt sjuk morgon för norska IT-konsulter! $ARR $ZAL
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PagerDuty now at $667m market cap on $500m ARR, so just over 1x ARR
But it’s worse than that, as they have $550m in cash
So enteprise value closer to $120m on $500m ARR
Growth is 1%, customer count has not grown.
You MUST accelerate today. This is ALL the markets care about.
Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk
PagerDuty has fallen to $1.1 Billion market cap … at $500m ARR 2.1x ARR It’s profitable now, but it isn’t growing anymore. Revenue growth has slowed to 4% and new customer count is net 0. The markets reward growth. Efficient growth or insane growth. But growth. No growth but profits = 2x ARR at scale.
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@Google @googlemaps @grok what publicly listed companies just got killed by this google maps update?
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Today @GoogleMaps is getting its biggest upgrade in over a decade. By combining our Gemini models with a deep understanding of the world, Maps now unlocks entirely new possibilities for how you navigate and explore. Here’s what you need to know 🧵
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@claudeai Why can't it also be inside of Word? What is the limitation?
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We’ve also expanded availability for Claude for Excel and Claude for PowerPoint on Amazon Bedrock, Google Cloud's Vertex AI, and Microsoft Foundry.
The add-ins are available in beta for all paid plans on both Mac and Windows:
claude.com/blog/claude-ex…
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Claude for Excel and Claude for PowerPoint now sync together seamlessly.
When you’ve got more than one file open, Claude shares the full context of your conversation between them.
Pull data from spreadsheets, build out tables, and update a deck — without re-explaining a step.
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Perplexity Finance company pages now include a tab for key ratios.
The tab includes up to 140 ratios across valuation, margins/profitability, capital efficiency, financial health, per share, cost structure, dividends, and growth.
Available for all users.
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@BrianNorgard @NameGPTCom Nice!
We solved this in a slightly different way: nameriffle.com would love feedback on it.
Also, building out a cheap business app suite for people to get started with, coming soon with +10 apps.
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Finding a domain name is a nightmare.
You brainstorm ideas, check availability, often for hours.
So I built @NameGPTcom to fix this.
NameGPT uses LLMs to generate high-quality domain ideas & instantly checks social handle availability.
Try for free: namegpt.co
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Perplexity Finance now includes breakouts for segments & KPIs. Available in the Financials tab of company pages.
We will also make this data visible to Perplexity answers via tool call, coming very soon.
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@MarceloLima This is one of the biggest issues in Swedish startup land; it's a self-inflicted wound that should be easy to fix. But they are not fixing it.
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Why don't more startups from Sweden stay in Sweden?
Their government won't let them scale.
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Ja, vinnarna blir adsplatformarna då pengarna de slipper betala till store letar sig dit.
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Billigare för utvecklare på Android samt egen möjlighet till billing.
Borde ju iaf inte vars dåligt för $G5EN, $MAGI, $SF.
Vilka andra gynnas?
android-developers.googleblog.com/2026/03/a-new-…
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@FredrikHjelm4 Same, Claude and Perplexity at the moment. Had ChatGPT since the release
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I. Stopped. Using. ChatGPT. Today.
I asked it to write more naturally
This is what I get. Plus flattery
ChatGPT optimizes for feeling smart. Polished. Confident. Wrong.
Claude actually pushes back when I'm wrong. Annoying but invaluable
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@Snaljapen Blir ju en tydlig upgrade cykel när dessa LLMs blir nog bra på edge. Tror det kommer synkas mot lanseraring av Apple Glass och Airpods med visual så vill man ju klart äga hela wearables och det släpper ju ut AI i verkligheten.
Apple kommer bestämma vem som får access.
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Det här är en take man kan fnissa åt, men den förtjänar viss eftertanke. Apple släpar i AI-racet men hur kommer spelet se ut med edge compute?
Matteo Pellegrini@matteopelleg
I’m now convinced that the biggest winner of the AI race will be Apple. They will acquire Anthropic and put an AI model that can run on ~32GB of RAM in every device. It will be private, local, have perfect memory, access to all of your files and it will cost $0. The real moat was owning the hardware.
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Går så sjukt snabbt nu alltså, mer agenetic struktur testas i Gemini piunikaweb.com/2026/02/28/goo…
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We updated the valuation multiples across all publicly traded software companies in our index.
93% of public SaaS co's trade below 10x NTM (next-twelve-months) revenue.
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@BERITTRADER Nä en god runda på + en triljon är ju inte så mycket ändå.
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@Lindstroem_K NÄR MAN LÄSER DET PÅ DET VISET KÄNNS DET INTE SOM SÅ SPECIELLT MYCKET
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Tänk ändå att OpenAI tar in lika mycket kapital som 3 stycken H&M och lite till.
GIF
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Succession enthusiast, lock in!
Netflix UK & Ireland@NetflixUK
New documentary series DYNASTY: THE MURDOCHS comes to Netflix on 13 March.
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@Lipton7676 @perplexity_ai Det användes 300 credits, MAX kostar 2500 och ger 10k credits.
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@Lindstroem_K @perplexity_ai Jäklar, tack! Ska faktiskt skriva mitt examensarbete om detta o största problemet har varit att samla in data. Hur många credits förbrukas per request?
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Fick 30k kredits på nya Perplexity Computer. @perplexity_ai
Skjut över en investeringsrelaterad task så kan jag testar vi den.
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