Prepared Remarks

7.5K posts

Prepared Remarks

@P_Remarks

Katılım Ocak 2011

940 Takip Edilen29.9K Takipçiler

“AI Access: GitLab.com free tier customers can now purchase credits to use GitLab Duo Agent Platform” On one hand not needing Ultimate to access DAP reduces some uptiering. But think this is better since big % of customers wouldn’t pay for Ultimate anyway

English

1.5K

Prepared Remarks@P_Remarks·10h

Ok this is pretty good I’ll be nice today

🦊 GitLab@gitlab

As AI-assisted coding has made writing code faster, the bottleneck has shifted to the tasks that follow.⚡️ GitLab 18.10 is here to help bridge that gap. We’re introducing agentic automation and AI-driven security to keep your workflows moving as fast as your IDE. ✨ What’s new in 18.10: ➡️ AI Access: GitLab.com free tier customers can now purchase credits to use GitLab Duo Agent Platform ➡️ Affordable Agentic Code Reviews: Now at a flat cost of $0.25 per review, making it simple to scale automated reviews across all groups and projects. ➡️ Accelerate Remediation: SAST false positive detection flow is now GA, using AI to help identify false positives and accelerate remediation on GitLab Duo Agent Platform with flat-rate pricing at one flow per GitLab Credit. ...and 60+ more improvements! Read the full 18.10 release notes: about.gitlab.com/releases/2026/…

English

6.9K

Prepared Remarks@P_Remarks·10h

@s_nav123 Yea what I’m not sure of yet is 22k licenses but each license gets allocated x amount per month of free DAP credits. If only 3k actual seats use GTLB then will take a while to burn through all the free pooled credits before they have to pay and it becomes accretive to rev

English

273

A S@s_nav123·10h

@P_Remarks Barclays cto on group call said they had 22k licenses of gtlb and also rapidly adopting duo

English

250

Prepared Remarks@P_Remarks·13h

Some of the early usage data for GTLB’s DAP is actually pretty promising in terms of % or multiple of seat $ spent

English

4.7K

Prepared Remarks@P_Remarks·13h

Doesn’t take much to add a 1pt acceleration here and based on how the market trades s/w that will be worth 120%

English

1.6K

Prepared Remarks@P_Remarks·13h

@545esdfrs Yes but that would require AI capex and spending to pause or drop. Otherwise not happening. Look at the multiples of the largest components. They’re not going down another 30% because of a war or oil price induced consumer recession. It would hinge on AI

English

261

Erz Bor@545esdfrs·13h

@P_Remarks Man people have completely forgotten what markets can do. It would only be historically accurate for many more companies to have a 50% drawdown sooner or later from these levels. The level of complacency is insane. Complex economic systems invite rapid feedback loops of collapse.

English

216

Prepared Remarks@P_Remarks·13h

@S_curvecap idk. In this type of market those EPS prints you think might get bid actually get faded or nit picked to death

English

522

S-Curve Capital@S_curvecap·14h

Usually I'm like where did the quarter go, how's it EPS again already. This time around I actually can't wait for EPS -- the day to day right now absolutely sucks.

English

2.7K

Prepared Remarks@P_Remarks·1d

@lfg_cap @RodAlzmann Agree on all. But life > stocks and given his last 2 years I’m not going to say anything bad about him or question anything

English

446

Hemingway Capital@lfg_cap·1d

@P_Remarks @RodAlzmann For good reasons. I think Sid is awesome btw. The kilocode put was weird. The Bill hire was bad. I’m also disappointed with the progress on packaging / pricing that they were talking about in 2021.

English

216

Hemingway Capital@lfg_cap·1d

Lol Sid plan out too for 1mn+ shares

English

1.2K

Prepared Remarks@P_Remarks·1d

@lfg_cap @RodAlzmann Ya I’ve been leaving Sid out of my war except as a silent cc

English

228

Hemingway Capital@lfg_cap·1d

@RodAlzmann Haha yes Sid is a plan tho not tax

English

203

Prepared Remarks@P_Remarks·1d

@JerryCap President 4D chess. See data for inflation going up before anyone. Start a war. Blame it on Iran

English

1.7K

Jerry Capital@JerryCap·1d

President Retard

Logical Thesis@LogicalThesis

Markets are rational Markets selling bc oil and inflation are up and it's tough to backtrack it And now we aren't able to cut rates into a consumer slowdown On top of big tech having little to negative FCF given capex And it'll get worse if revenues drop from weaker consumer

English

19.4K

Prepared Remarks@P_Remarks·1d

@TheNarrenschiff Market -3.2% Under the hood if you’re not long staples, energy or memory:

GIF

English

2.9K

Paul Narrenschiff@TheNarrenschiff·1d

Man, market is only down 3.2% YTD but I feel like there are some really, really sad Q1 fund letters coming.

English

6.3K

Prepared Remarks@P_Remarks·1d

@Cap1talCap1tal Chaos would need a stock with > $3.8B mkt cap

English

Prepared Remarks@P_Remarks·1d

@Cap1talCap1tal You said that about TKWY but baby we still got 70% post a grubhub sale bump Just need Trump to stop being a dickweed

English

139

Prepared Remarks@P_Remarks·1d

🦊 GitLab@gitlab

They said there’d be gold at the end of the rainbow. 🌈 We found a green merge instead. ✅ Happy St. Patrick’s Day 🍀

ZXX

13.1K

Prepared Remarks@P_Remarks·1d

@MrMojoRisinX Everything is computer

English

Mojo@MrMojoRisinX·1d

Final answer: It's the same stock. MSFT/AMZN/V/MA/FICO/SPGI/JPM/BAC/HUM/UNH/TMO/DHR/DPZ/CMG all share nearly identical factor profiles of growth, momentum, quality, capital allocation discipline, institutional shareholder bases, et al.

English

321

113.4K

Prepared Remarks@P_Remarks·1d

GTLB management:

Marc Andreessen 🇺🇸@pmarca

Current status: Retardmaxxing.

Indonesia

7.8K

Prepared Remarks@P_Remarks·2d

@vanckzhu @gitlab @bstaples @sytses -2% vs TEAM -10% and GTLB -22%

Deutsch

2.3K

Prepared Remarks@P_Remarks·2d

cc @gitlab @bstaples @sytses

malinvestment.jpeg@malinvested

$MNDY bought back ~14% of their company in the past ~month bold

11.8K

Prepared Remarks@P_Remarks·2d

@PythiaR @Crussian17 And then amzn can reduce that capex, still generate the same revenue, and nvda’s revenue will go down

English

5.8K

Pythia Cap: Partially Conductive@PythiaR·2d

AWS guiding to $600b in annual revenue but will need to spend a bajillion in capex to get there. $NVDA gonna do it with no capex levered to the same thing at a lower multiple.

English

113

20.8K

Prepared Remarks@P_Remarks·2d

@ClarkSquareCap @HaydenCapital Yea make sure to include PLTR, DDOG, SNOW, NET, and all the other super expensive SBC offenders whose stocks have performed fine

English

897

Clark Square Capital@ClarkSquareCap·2d

@HaydenCapital Maybe time to run that study again, though.

English

Fred Liu@HaydenCapital·2d

This debate resurfaces every few years. Empirically, the data says it doesn't matter (even if logically, it should). #software #sbc

modest proposal@modestproposal1

Interesting research on whether free cash flow generation is "real" because of SBC. The results are not what most would think or may want to hear. SBC doesn't matter to free cash flow. And in fact, unadjusted FCF metrics have generated better alpha than adjusting out SBC.

English

30.5K

Keşfet

@s_nav123 @545esdfrs @S_curvecap @lfg_cap @RodAlzmann @JerryCap @TheNarrenschiff @Cap1talCap1tal