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$SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution. $NOW is building exactly that as the orchestration layer for enterprise AI agents across business workflows. The Cursor deal is a reminder... show more

Shay Boloor

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131,562 Aufrufe • vor 2 Monaten •via X (Twitter)

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$SPCX valuing Cursor at $60B proves durable value in AI is moving to the data layer because compute commoditizes as supply comes online while the application that owns daily workflow compounds as usage grows. $PLTR already owns that loop since every dataset, decision and process mapped into its ontology makes the platform more embedded which is the same learning loop as Cursor but applied to enterprise and government instead of code.

$SPCX valuing Cursor at $60B proves durable value in AI is moving to the data layer because compute commoditizes as supply comes online while the application that owns daily workflow compounds as usage grows. $PLTR already owns that loop since every dataset, decision and process mapped into its ontology makes the platform more embedded which is the same learning loop as Cursor but applied to enterprise and government instead of code.

Shay Boloor

61,460 Aufrufe • vor 2 Monaten

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows

Shay Boloor

398,809 Aufrufe • vor 4 Monaten

Why is $NVDA letting NemoClaw run on any chip? Because Jensen is no longer trying to win only at the silicon layer against $AMD, $GOOGL TPUs or $AMZN Trainium but trying to own the orchestration layer above the hardware. NemoClaw decides how AI agents are deployed, what tasks they take on & how work flows across an enterprise. If those agents run through its system then it still owns the workflow even when it doesn’t own the chip. That is how Nvidia turns agentic AI orchestration into Workforce-as-a-Service.

Why is $NVDA letting NemoClaw run on any chip? Because Jensen is no longer trying to win only at the silicon layer against $AMD, $GOOGL TPUs or $AMZN Trainium but trying to own the orchestration layer above the hardware. NemoClaw decides how AI agents are deployed, what tasks they take on & how work flows across an enterprise. If those agents run through its system then it still owns the workflow even when it doesn’t own the chip. That is how Nvidia turns agentic AI orchestration into Workforce-as-a-Service.

Shay Boloor

77,885 Aufrufe • vor 5 Monaten

HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CRWD as the interaction layer for agents, $RBRK as the “undo button” for agents & $ZS as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $SNOW, $MDB • The enterprise AI bottleneck: nobody is better positioned than $PLTR sitting between cheap, powerful models & messy, valuable enterprise data • Picks-and-shovels winner in agentic AI: $NET

HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CRWD as the interaction layer for agents, $RBRK as the “undo button” for agents & $ZS as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $SNOW, $MDB • The enterprise AI bottleneck: nobody is better positioned than $PLTR sitting between cheap, powerful models & messy, valuable enterprise data • Picks-and-shovels winner in agentic AI: $NET

Shay Boloor

191,754 Aufrufe • vor 6 Monaten

SpaceX ($SPCX) has acquired Cursor for $60 billion. Just months ago, Jensen Huang highlighted Cursor as his favorite enterprise AI service, noting that NVIDIA engineers use it extensively and that it has significantly boosted productivity. Cursor has become one of the fastest-growing AI coding platforms in the world. With this acquisition, Elon Musk is doubling down on the future of AI-powered software development. He's not just competing in AI. He's building the entire ecosystem. Elon Musk

SpaceX ($SPCX) has acquired Cursor for $60 billion. Just months ago, Jensen Huang highlighted Cursor as his favorite enterprise AI service, noting that NVIDIA engineers use it extensively and that it has significantly boosted productivity. Cursor has become one of the fastest-growing AI coding platforms in the world. With this acquisition, Elon Musk is doubling down on the future of AI-powered software development. He's not just competing in AI. He's building the entire ecosystem. Elon Musk

Tesla Owners Silicon Valley

16,014 Aufrufe • vor 2 Monaten

ServiceNow ($NOW): Why AI Agents Are Boosting Growth, Not Killing It 📊 Fears that autonomous AI agents would disrupt ServiceNow are falling flat against cold, hard customer data. Instead of losing market share, ServiceNow is positioning itself as the central command center for enterprise AI. The Key AI & Enterprise Metrics: - Backlog Acceleration: Remaining Performance Obligations (RPO) rose 21% YoY, pushing total RPO to $29 Billion (with $13.3B in current RPO). - Enterprise Expansion: Customers continue extending long-term contracts, showing that real enterprise usage is expanding rather than shrinking. - The AI Orchestration Moat: While basic AI agents handle simple tasks like password resets, ServiceNow is emerging as the essential platform to govern, manage, and audit thousands of multi-agent workflows at scale. Dilantha De Silva's Take: "AI agents can take some of the business away related to repetitive tasks... But the bigger picture is ServiceNow is positioning itself as an AI orchestration platform... and is emerging as the top choice for that in the market." #Investing #StockMarket #ServiceNow #NOW #ArtificialIntelligence #TechStocks #SeekingAlpha 🔻 Read the Full Article on Seeking Alpha below!

ServiceNow ($NOW): Why AI Agents Are Boosting Growth, Not Killing It 📊 Fears that autonomous AI agents would disrupt ServiceNow are falling flat against cold, hard customer data. Instead of losing market share, ServiceNow is positioning itself as the central command center for enterprise AI. The Key AI & Enterprise Metrics: - Backlog Acceleration: Remaining Performance Obligations (RPO) rose 21% YoY, pushing total RPO to $29 Billion (with $13.3B in current RPO). - Enterprise Expansion: Customers continue extending long-term contracts, showing that real enterprise usage is expanding rather than shrinking. - The AI Orchestration Moat: While basic AI agents handle simple tasks like password resets, ServiceNow is emerging as the essential platform to govern, manage, and audit thousands of multi-agent workflows at scale. Dilantha De Silva's Take: "AI agents can take some of the business away related to repetitive tasks... But the bigger picture is ServiceNow is positioning itself as an AI orchestration platform... and is emerging as the top choice for that in the market." #Investing #StockMarket #ServiceNow #NOW #ArtificialIntelligence #TechStocks #SeekingAlpha 🔻 Read the Full Article on Seeking Alpha below!

Seeking Alpha

10,141 Aufrufe • vor 19 Tagen

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.

Shay Boloor

607,101 Aufrufe • vor 2 Monaten

The market is underappreciating that $MSFT already owns the enterprise workflow layer where AI adoption is likely to happen. Workers already live inside Outlook, Excel, PowerPoint, Teams, GitHub and Azure which gives Microsoft a built-in distribution advantage as AI gets embedded across the enterprise. Copilot is still early but the numbers are getting more meaningful with over 20M paid seats, paid seat additions up 250% YoY and customers with more than 50K seats quadrupling YoY Every 10M Copilot seats at ~$30 per user per month represents ~$3.6B of annualized revenue so if Copilot scales to 100M seats over the next several years then it becomes a major software revenue layer on top of Microsoft 365.

The market is underappreciating that $MSFT already owns the enterprise workflow layer where AI adoption is likely to happen. Workers already live inside Outlook, Excel, PowerPoint, Teams, GitHub and Azure which gives Microsoft a built-in distribution advantage as AI gets embedded across the enterprise. Copilot is still early but the numbers are getting more meaningful with over 20M paid seats, paid seat additions up 250% YoY and customers with more than 50K seats quadrupling YoY Every 10M Copilot seats at ~$30 per user per month represents ~$3.6B of annualized revenue so if Copilot scales to 100M seats over the next several years then it becomes a major software revenue layer on top of Microsoft 365.

Shay Boloor

117,810 Aufrufe • vor 2 Monaten

"The data that we've been working with as people now becomes extremely useful in a world of agents. You're having this rebirth of the file system." Aaron Levie on Navigators with Paul Klein IV on why unstructured data, the 90% of enterprise data that has always been the hardest to automate, is now the biggest unlock for AI agents. And why the real AI conversation is a context conversation.

"The data that we've been working with as people now becomes extremely useful in a world of agents. You're having this rebirth of the file system." Aaron Levie on Navigators with Paul Klein IV on why unstructured data, the 90% of enterprise data that has always been the hardest to automate, is now the biggest unlock for AI agents. And why the real AI conversation is a context conversation.

Box

66,225 Aufrufe • vor 1 Monat

MIT's new State of AI in Business report went viral for claiming that 95% of enterprise AI projects fail. But the real story isn't that AI doesn't work — it's just big companies can't build it. On the Lightcone Podcast, Garry Tan, Harj Taggar, Diana, and Jared Friedman break down what the study really says, why in-house enterprise AI efforts keep stalling, and how startups are filling the gap with products that learn, integrate, and actually deliver value. 2:08 - The enterprise AI adoption gap and why the failure rate is high 3:32 - Even Apple can be bad at software 4:30 - Why getting enterprise software to actually work is so hard 11:08 - The Reducto case study 13:39 - The type of enterprise employee you should find as a founder 14:39 - Meet founders who’ve been acquired by enterprises 15:25 - Enterprise/startup tension and symbiosis

MIT's new State of AI in Business report went viral for claiming that 95% of enterprise AI projects fail. But the real story isn't that AI doesn't work — it's just big companies can't build it. On the Lightcone Podcast, Garry Tan, Harj Taggar, Diana, and Jared Friedman break down what the study really says, why in-house enterprise AI efforts keep stalling, and how startups are filling the gap with products that learn, integrate, and actually deliver value. 2:08 - The enterprise AI adoption gap and why the failure rate is high 3:32 - Even Apple can be bad at software 4:30 - Why getting enterprise software to actually work is so hard 11:08 - The Reducto case study 13:39 - The type of enterprise employee you should find as a founder 14:39 - Meet founders who’ve been acquired by enterprises 15:25 - Enterprise/startup tension and symbiosis

Y Combinator

118,795 Aufrufe • vor 10 Monaten

Software is getting repriced because the market doesn't trust which business models will matter a decade from now. The category grows but the winners concentrate with $PLTR emerging as the decision layer for AI agents & $NET as the connectivity layer.

Software is getting repriced because the market doesn't trust which business models will matter a decade from now. The category grows but the winners concentrate with $PLTR emerging as the decision layer for AI agents & $NET as the connectivity layer.

Shay Boloor

170,172 Aufrufe • vor 6 Monaten

$PLTR CEO Alex Karp argued that AI alone is not enough. The real value comes from combining models with domain expertise, workflows, and operational execution. His view is that enterprise AI is ultimately about solving business problems, not maximizing token usage. As models become commoditized, the winners may be the companies that combine taste, data, and execution rather than compute alone.

$PLTR CEO Alex Karp argued that AI alone is not enough. The real value comes from combining models with domain expertise, workflows, and operational execution. His view is that enterprise AI is ultimately about solving business problems, not maximizing token usage. As models become commoditized, the winners may be the companies that combine taste, data, and execution rather than compute alone.

Sam Badawi

36,600 Aufrufe • vor 2 Monaten

In 2026, will you still be doing work in the most manual way possible? Research suggests that employees spend up to 100 hours a month on work that shouldn’t require humans. Good news: the agentic era is already here. Enterprise teams are automating repetitive, tedious workflows with AI agents that connect securely to tools and data. Fully governed, compliant AI orchestration, with built-in analytics and security—that's StackAI.

In 2026, will you still be doing work in the most manual way possible? Research suggests that employees spend up to 100 hours a month on work that shouldn’t require humans. Good news: the agentic era is already here. Enterprise teams are automating repetitive, tedious workflows with AI agents that connect securely to tools and data. Fully governed, compliant AI orchestration, with built-in analytics and security—that's StackAI.

StackAI

418,314 Aufrufe • vor 8 Monaten

In Ackman's latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer. He sees "near infinite demand" for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and even SpaceX will earn massive returns on their data center investments. He is highly skeptical of pure model layer businesses like OpenAI and Anthropic. He notes they face massive capital burn rates and an existential threat from open-source models such as Chinese model and SpaceX that are driving the cost of AI access effectively to zero. A business model reliant on charging for proprietary models will collapse if open-source alternatives are essentially free. $AMZN $META $MSFT $SPCX

In Ackman's latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer. He sees "near infinite demand" for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and even SpaceX will earn massive returns on their data center investments. He is highly skeptical of pure model layer businesses like OpenAI and Anthropic. He notes they face massive capital burn rates and an existential threat from open-source models such as Chinese model and SpaceX that are driving the cost of AI access effectively to zero. A business model reliant on charging for proprietary models will collapse if open-source alternatives are essentially free. $AMZN $META $MSFT $SPCX

CapexAndChill

138,008 Aufrufe • vor 1 Monat

WorkOS: The Enterprise Stack for the AI Era AI companies are just B2B SaaS with a new engine. They monetize like SaaS, sell like SaaS, and scale into the enterprise like SaaS. The difference is velocity. These new products grow so fast that the old playbook of “PLG for years, enterprise later” simply does not work anymore. PMF is no longer enough. Winning your market requires crossing the Enterprise Chasm almost immediately. Enterprise auth, provisioning, RBAC, compliance, billing, IT integrations. If you wait, someone else takes your market while you are still wiring SCIM. This is why WorkOS exists. We give developers the infrastructure they need to scale up-market on day one. Even if you have never touched WorkOS, you have already used it through products like ChatGPT, Perplexity, Cursor and many others. Today we operate 81M+ enterprise user accounts, 67M API calls per day, and 38K+ connected enterprise environments. Modern AI tools already run through WorkOS. At ERC, we unveiled six major launches expanding that foundation for the AI era: • AuthKit for ChatGPT Apps: secure OAuth + MCP so developers can connect real enterprise data to 700M+ weekly ChatGPT users. • AuthKit for Platforms: embed full enterprise identity into frameworks like Supabase and Convex for zero-friction onboarding. • Stripe Usage Sync: actual per-seat billing with no glue code. Data stays consistent and invoices are always correct. • WorkOS Pipes: the fastest and most secure way to ship integrations (Salesforce, Slack, Intercom and more). • Agent-Ready API Keys: scoped, revocable keys designed for both developers and autonomous agents. • WorkOS Studio: vibe coding for the enterprise. A collaborative AI app builder with SSO, SCIM, RBAC, audit logs, workflows and third-party connectors built-in. Internal software at the speed of a prompt. AI has already changed how software gets created. The next shift is changing what software becomes. We are still “filming the play” like early cinema: using new technology to recreate old patterns. The opportunity ahead is to invent entirely new applications that only AI-native development makes possible. WorkOS is building the enterprise infrastructure that lets teams design the next era of software itself. Enterprise-ready AI is where the real acceleration happens. Let’s build that future together.

WorkOS: The Enterprise Stack for the AI Era AI companies are just B2B SaaS with a new engine. They monetize like SaaS, sell like SaaS, and scale into the enterprise like SaaS. The difference is velocity. These new products grow so fast that the old playbook of “PLG for years, enterprise later” simply does not work anymore. PMF is no longer enough. Winning your market requires crossing the Enterprise Chasm almost immediately. Enterprise auth, provisioning, RBAC, compliance, billing, IT integrations. If you wait, someone else takes your market while you are still wiring SCIM. This is why WorkOS exists. We give developers the infrastructure they need to scale up-market on day one. Even if you have never touched WorkOS, you have already used it through products like ChatGPT, Perplexity, Cursor and many others. Today we operate 81M+ enterprise user accounts, 67M API calls per day, and 38K+ connected enterprise environments. Modern AI tools already run through WorkOS. At ERC, we unveiled six major launches expanding that foundation for the AI era: • AuthKit for ChatGPT Apps: secure OAuth + MCP so developers can connect real enterprise data to 700M+ weekly ChatGPT users. • AuthKit for Platforms: embed full enterprise identity into frameworks like Supabase and Convex for zero-friction onboarding. • Stripe Usage Sync: actual per-seat billing with no glue code. Data stays consistent and invoices are always correct. • WorkOS Pipes: the fastest and most secure way to ship integrations (Salesforce, Slack, Intercom and more). • Agent-Ready API Keys: scoped, revocable keys designed for both developers and autonomous agents. • WorkOS Studio: vibe coding for the enterprise. A collaborative AI app builder with SSO, SCIM, RBAC, audit logs, workflows and third-party connectors built-in. Internal software at the speed of a prompt. AI has already changed how software gets created. The next shift is changing what software becomes. We are still “filming the play” like early cinema: using new technology to recreate old patterns. The opportunity ahead is to invent entirely new applications that only AI-native development makes possible. WorkOS is building the enterprise infrastructure that lets teams design the next era of software itself. Enterprise-ready AI is where the real acceleration happens. Let’s build that future together.

Michael Grinich

37,894 Aufrufe • vor 10 Monaten

$PLTR this analyst gets it: - Palantir is the AI Operating System - Palantir provides the environment and context layer (ontology + security model) for enterprises to deploy AI models and agents - This is a structural growth opportunity - The ROI for enterprises to deploy AI and use Palantir’s service will become increasingly attractive - (Regarding living up to today’s PE) Revenue growth and margin is unique. “You’ve never seen that type of growth and margin previously for any other companies. Enterprise is a huge market. AI is really shifting from consumer to the enterprise world. Enterprise offers a larger TAM. This is early stage for enterprise to use AI. The TAM could be trillion $$ level…. The path towards that will never be easy, it will be uneven. If you have that long term view, you will still be long term bullish on the company.” - Enterprise opportunities across the world will totally change the business of Palantir in the coming decades I don’t think he’s bullish enough on government based on what we see coming from Gokarp and DV, but at least he acknowledges the importance of the government sector to the company.

$PLTR this analyst gets it: - Palantir is the AI Operating System - Palantir provides the environment and context layer (ontology + security model) for enterprises to deploy AI models and agents - This is a structural growth opportunity - The ROI for enterprises to deploy AI and use Palantir’s service will become increasingly attractive - (Regarding living up to today’s PE) Revenue growth and margin is unique. “You’ve never seen that type of growth and margin previously for any other companies. Enterprise is a huge market. AI is really shifting from consumer to the enterprise world. Enterprise offers a larger TAM. This is early stage for enterprise to use AI. The TAM could be trillion $$ level…. The path towards that will never be easy, it will be uneven. If you have that long term view, you will still be long term bullish on the company.” - Enterprise opportunities across the world will totally change the business of Palantir in the coming decades I don’t think he’s bullish enough on government based on what we see coming from Gokarp and DV, but at least he acknowledges the importance of the government sector to the company.

Jack Prescott

112,551 Aufrufe • vor 1 Jahr

AI agents are quickly becoming a new layer of the enterprise workforce. In our partner podcast episode with Salesforce, we explored what it takes to make that shift real. 3 key insights: • Enterprise content gives AI the context it needs • The biggest gains come from content-heavy workflows • Governance must scale as agents take action Dive into how Box + Salesforce are thinking about the future of enterprise AI →

AI agents are quickly becoming a new layer of the enterprise workforce. In our partner podcast episode with Salesforce, we explored what it takes to make that shift real. 3 key insights: • Enterprise content gives AI the context it needs • The biggest gains come from content-heavy workflows • Governance must scale as agents take action Dive into how Box + Salesforce are thinking about the future of enterprise AI →

Box

883,519 Aufrufe • vor 5 Monaten

Introducing Zams: The UI layer for enterprise AI agents. As AI agents get smarter, the real skill isn’t doing the work—it’s knowing how to orchestrate them. We built Zams to solve 3 problems holding AI agents back.

Introducing Zams: The UI layer for enterprise AI agents. As AI agents get smarter, the real skill isn’t doing the work—it’s knowing how to orchestrate them. We built Zams to solve 3 problems holding AI agents back.

Zams

40,423 Aufrufe • vor 1 Jahr