AlpineCap
147 posts
AlpineCap
@alpinecap
Alpine Capital Fund manager, In search of rare gems, require common sense
Katılım Ağustos 2012
282 Takip Edilen67 Takipçiler
$gtlb 4) Positioning as “infrastructure for AI software development” with @AnthropicAI
Some analysts frame GitLab as:
infrastructure layer for AI-powered development
That’s a big deal:
•infrastructure companies tend to have durable margins + multiples
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Isn’t $gtlb a critical component of a agentic future? @GavinSBaker
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@alpinecap Probably something with his kids if it’s being kept this tight lipped.
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@b9bozzi @TourPicks Not sure that’s accurate, but there have been payoffs/settlements/ndas for sure
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@alpinecap @TourPicks Considering what it is, he would likely sue for defamation.
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@RFreedman66 @TourPicks It’s actually something that they are trying to hush instead of it being a private family matter
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@TourPicks Good for them for keeping their traps shut. The public has zero need to know
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Some bad news for remaining $CAR shorts: volume today did not exceed yesterday's volume, which means we likely haven't seen the end of the parabola. At minimum, I expect a retest of high 700s in the coming days. Then we'll see what happens.
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@jeffinvenice Transferring from a @Wealthfront is quite the juxtaposition with a YOLO trade
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yolo
AngelList@AngelList
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