Manish

@Avis need help here. Someone sent me a bill today that doesn’t belong to me! I have a hard copy of the bill from the center where i returned the car ( pick/drop was the same location) and thats fine. I asked the receiver to send me a soft copy 3 days back and today i get 5X bill

@BrianSozzi Say NO to everything AI and its a collective efforts that will make it possible.

Goldman Sachs on how AI is making your life more expensive: "We see three key ways in which AI is boosting consumer prices. First, strong demand for AI infrastructure has raised the price of some key electronics inputs, which has increased computer accessories prices and will likely boost smartphone and computer prices in coming months. Second, the addition of new AI features to existing software has likely put some upward pressure on software prices over the last couple of years. Third, higher electricity demand to power data centers is increasing electricity prices in some US regions, and we expect it to continue boosting inflation over the next couple of years."

@rywalker Several economists see a near-term recession risk. Investors should be cautious—6–9 months of contraction could pressure companies like OpenAI and Anthropic and may bankrupt them, which may explain the constant push to stay relevant.

Anthropic is hunting enterprise workflows to productize. The contrarian bet: a probabilistic system will never match an agent built by someone who deeply understands how their specific company works.

@rywalker They’re acting out of desperation—pushing fear, claiming everything else is dead, and positioning themselves as the only solution. Instead of buying into the noise, people should think critically, avoid the hype, and make clear, informed decisions.

AI hallucinations are still too unreliable for critical fields like finance and law. Companies should limit reliance on external APIs and build in-house systems for better control and security. #AI #AIGovernance #TechRisk

@BuyZecNeverSell @FirstSquawk Near future - shall see. Right now manority of deals are gov contracts.

@rocksmani3 @FirstSquawk You might need to update your research, US Commercial will overtake USG revenue in the near future at current growth rates

PALANTIR CEO ALEX KARP: THE COMPANY HAS 70 SALES PEOPLE, WHILE CTO SHYAM SANKAR ADDED THAT PALANTIR HAS RETIRED LEGACY SOFTWARE SUCH AS CRM AND RAPIDLY REBUILT IT ATOP ITS OWN PLATFORM, DELIVERING A USER EXPERIENCE THAT ITS USERS LOVE.

@madhavchanchani GSI’s n SIs have nurtured their customers for years. They know their environment and built trust over time. Both Anthropic n OpenaI wont be able to win trust given how their products hallucinate. They may get a few but it wont work - mark this as golden words.

Both OpenAI and Anthropic are going after the enterprise tech services market with new multi-billion dollar JVs. Besides capital, my guess is they are being structured as JVs cause they will have a different comp/ESOP structure and lower margin profile. Not great news for Indian IT services.

@zamdoteth It will never come. If someone is referring to Anthropic and OpenAI, they are called tools and not the products!

It’s incredible how VCs have poured billions of dollars into the AI sector and not a SINGLE good product has come out of it

@jimcramer Valuation is too high to even buy at current levels. Under $100, some will find it interesting

Palantir free cash flow this quarter larger than revenue in the year ago quarter. Lots of headlines that commercial was weak. Read the conference call.. You won't be concerned

@thisiskp_ Stop trusting them! They r never trustworthy!

OpenAI launching its own Deloitte?

Anthropic and OpenAI initially partnered with GSIs and SIs to bring their models into enterprises. Now, as competition intensifies, they’re both competing with and sidelining those same partners. How do you trust them ? Walled garden is a worry, go Opensource #GSI #SI #AI

@StockSavvyShay Valuation is baked in for 2030 so it wont see much exuberance anymore. Never bothered to see it in 100’s either. Just sell it n move money to low p/e stocks

$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS • Revenue $1.63B vs Est. $1.54B • EPS $0.33 vs Est. $0.24 • US Commercial: $595M (+130% YoY) FY26 Guidance • Revenue $7.64B vs Est. $7.28B (+71% YoY)

All the SaaS are delivering solid results. Pins taking shorts for a ride again. Wall street sold all of them in fear unnecessarily. Their mirage of making money with top AI names will soon disappear. Go long in SaaS, distribution and profitability matters the most! #AI #SaaS

@anuatluru Yeah! They r a glorified SaaS+ now venturing into consulting businesses which we always had plenty. Their desperation is so obvious, can you not see it ?

The next big thing in AI is … Services as a Service.

@levie Their revenue growth what we hear is hearsay! Its not growing ebough to sustain burn hence they r going everywhere from coding assistance to security to a consulting company to brokers. Everyone will laugh soon on this crazy AI bet that people made.

Both Anthropic and OpenAI have new initiatives to help enterprises deploy AI agents within their organizations. This is a trend that’s early but going to get very big fast. As agents enter knowledge work beyond coding, there is very real work to upgrade IT systems, get agents the context they need, modernize the workflows to work with agents, figure out the human-agent relationship in the workflow, drive adoption and do change management, and much more. While AI models have an incredible amount of capability packed into them, there’s no shortcut to getting that intelligence applied to a business process in a stable way. This is creating tons of opportunities across the market for new jobs and firms, and the labs are equally recognizing the criticality here.

@KevinSzabo14 Nope! Do some charity each month of that value for greater good!

$10,000 is not a lot of money.

@jimcramer If a business is profitable and still growing, why sell it over AI fears? SaaS demand is strong—why swap it for unprofitable AI bets? Isn’t that your recommendation? Why dual mindset ??

We are back in the world where the software as a service stocks go up and all the rest of tech goes down

@cryptopunk7213 They are after $$ and increased token consumption to survive. All the hedge funds, VCs and banks r going greedy again n putting collective efforts to monetize. They r very likely to fail no matter how hard they try!

anthropic is going after the $300B consulting sector with a new $1.5B consulting arm that seeks to put claude into every mid-size company this is exactly what deloitte, mckinsey, accenture do... but anthropic is cutting them out. ruthless but imo the economics make sense: > anthropic will send applied AI engineers to private equity portfolio companies to create custom-claude solutions... > its a genius model: blackstone alone owns 250+ companies generating $300B in rev, imagine if claude doubles that and takes a fee why? anthropic's biggest revenue earner is enterprise, their CFO: "Enterprise demand for Claude is significantly outpacing any single delivery model." > anthropic teamed up with blackstone, goldman sachs and hellman & friedman, each putting up $300M (ZERO consulting firms in the cap table lol) > private equity become anthropic's distribution model for enterprise. sound familiar...? > thats because openai announced a similar venture 5 months ago but the explicit difference is anthropic is a major stakeholder in this new venture brutal for consultants tbh

@mcuban AI can speed up development, but without clear problem identification, it’s just noise. Enterprise adoption remains limited due to risk and uncertainty, while many AI firms continue burning cash. A tragic end to all this is inevitable without ROI.

I’m coming to the conclusion that the biggest challenge for Enterprise AI, and AI in general , as of now, is that it’s still impossible to make sure that everyone gets the same answer to the same question, every time. Which is a great response to the doomers. AI doesn’t know the consequences of its output. Judgement and the ability to challenge AI output is becoming increasingly necessary, and valuable. Which makes domain knowledge more valuable by the second. Am I wrong ?

@zhenthebuilder Most people still use search engines, not chatbots. Only a small, more technical group—around 3–5%, engages in continuous prompting. Why you have to keep prompting when you can get better output by several other ways ??

Spending too much time in SF makes you forget how early AI still is Last week in Houston I asked Uber drivers what app they wished existed then had my agent build rough apps for them on my phone before dropoff while people in SF debate how agents will reshape the software industry some of these drivers had never used ChatGPT before a few genuinely thought the apps already existed and I was joking when I said I just made them we still have a long way to go before everyone can fully participate in this shift