redarrowhead
28.5K posts


$NOW CEO was once considered one of the best salesmen at Xerox. But are we being sold a story, or are we seeing real outcomes? The last earnings report wasn’t impressive: • Cost of revenue up 65% • SBC skyrocketing • Net income down Investors don’t need another sales pitch — we need results. 📉


Me as soon as I start typing in the group chat



these idiots genuinely believe the greeks were fair skinned and had straight blonde hair



Never ask an "anti-colonialist" the race of her boyfriend

Nolan's obsessions with the non-linear storytelling gimmick really hurts this film. It jumps around so much, and spends so little time on any one particular moment or scene, that you never really feel like Odysseus is on an epic journey spanning many years. When he makes it home, you never feel like he's been gone for 20 years. The film does not capture the grandeur and scope of the original epic. That's why it feels rushed and too long simultaneously. The movie comes off like a rough draft. Nolan was searching for the actual story but never quite found it.

Reddit: Odyssey is a MASTERPIECE and NOT WOKE Opening scene:


Honestly no comment. If this isn’t the most bearish thing on SaaS. Idk what is. $NOW $ADBE $PLTR are all going to follow $IBM…full thesis below.

$NOW is going bankrupt within the next two years. Although it has been the best executing company in enterprise software for a decade, and it does not matter now. The product is workflow orchestration, routing tickets, managing approvals, coordinating tasks. That is the first category agentic AI deletes, because an agent does not need a ticket routed to it. It executes the task. ServiceNow’s revenue is a direct function of enterprise workflow complexity, and AI compresses that complexity permanently. Priced for perfection, structurally exposed at the core, and the renewal cliff hits its install base hardest in 2027–2028. The most dangerous stock in software because it is the one everyone agrees is safe…like $IBM and $ADBE it’ll be worthless. Again I’m not trash talking the company but if you see we’ve seen behind closed doors you’d understand what I mean. But the good news is that the market will show you before 2028. Stay away before it’s too late!



















