David Barr
1.1K posts
@PenderDave
Value based portfolio manager looking for opportunities in North American technology, industrial and financial companies. Disclaimer: https://t.co/Mc4NP0ZzOe
Silicon Valley’s most famous accelerator now requires Canadian firms to incorporate in the U.S., Cayman Islands or Singapore in order for it to invest. thelogic.co/news/exclusive…
The top small cap Canadian AI name that you have never heard of: Coveo Solutions Inc - $CVO.TO - There has been huge developments the last few days that have largely been unnoticed imo. - Coveo AI Selected by Docusign to Power Next-Generation Customer Support - Coveo Is Now Available in the New AWS Marketplace AI Agents and Tools Category - Coveo Announces Renewal of Normal Course Issuer Bid and Automatic Securities Purchase Plan - Coveo Will Join the Expansion of AgentExchange with MCP Servers, Accelerating AI Adoption for Enterprises Canadian markets move much slower than US markets so patience maybe needed here. This is in my long term account. A buyout would not surprise me. If this traded in the US, I think it would have double the valuation. This is now my top weighted Canadian name long and top Canadian name for the remainder of the year.
Have you ever had a revelation that reshaped your entire worldview about technology? @btaylor —co-founder of @SierraPlatform and chairman of @OpenAI—is candid about that singular, mind-blowing moment that changed everything for him: “I had no idea computers could do that. And that particular launch—seeing a generated image of an avocado chair—blew my mind so much that I knew I had to pay far more attention to this space.” If the prospect of AI revolutionizing software engineering, redefining founder identity, and catalyzing innovation excites you, this episode of The Knowledge Project is an essential listen. (00:01:04) Aha Moments with AI (00:03:01) Founders Working for Founders (00:06:17) Acquisition Process (00:12:32) The Role of a Board (00:15:23) Founder Mode (00:18:47) Engineers as Leaders (00:23:12) Applying First Principles in Business (00:27:01) The Future of Software Engineering (00:33:29) Efficiency and Verification of AI-Generated Code (00:35:04) The Future of Software Development (00:35:42) Defining AGI (00:45:21) AI Self-Improvement? (00:46:16) Safety Measures and Supervision in AI (00:48:05) Benefiting Humanity and AI Safety (00:51:20) AI and Society (00:54:16) Foundation Models and Frontier Models (00:59:24) Economics and Open Source Models (01:03:36) AI and AGI Accessibility (01:06:00) Optimizing AI Prompts (01:09:36) Creating an AI Superpower (01:12:30) Future of Education and AI (01:17:52) The Impact of AI on Job Roles (01:20:16) AI in Problem-Solving and Research (01:23:42) Importance of AI Context Window (01:25:55) AI Output and Intellectual Property (01:28:27) Google Maps Launch and Challenges (01:36:15) Long-Term Investment in AI (01:41:20) Balancing Work and Family Life (01:42:43) Building Sierra as an Enduring Company (01:43:56) Lessons from Tech Company Lifecycles (01:46:49) Definition and Applications of AI Agents (01:54:46) Fending Off Complacency in Companies
In microcap often times you are too “early” to the turnaround, catalyst, acceleration of growth. It’s why position sizing is so important and also winning normally looks like sitting on dead money for 1-3 years and then having it triple in a month.
In 2023, $CPLF signed Endorsed Apps deal with SAP. I assume SAP sees lots of value in $CPLF software. Accountants don’t. They want $CPLF to make R&D investments on it’s I/S. So it remains a cash-burning machine, on paper. In reality, it’s a >25% revs grower with >6x potential
