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@lefttailguy "I hear Dua Lipa is going to be the face of a steamy $NET brand campaign. 🚀🚀🚀"
@lefttailguy Avatar @lefttailguy on X 2025-07-25 18:30:04 UTC 1808 followers, XXX engagements

"FTX moment in AI-native software land (especially if enterprise focused and sizable) will be a tangible catalyst for CRM WDAY ADBE etc. outperformance"
@lefttailguy Avatar @lefttailguy on X 2025-07-15 23:02:59 UTC 1807 followers, 11.9K engagements

"@mailman @ssi @physical_int Earnings call transcript"
@lefttailguy Avatar @lefttailguy on X 2025-07-24 15:29:00 UTC 1807 followers, XX engagements

"To be clear by this I mean that if a Cursor Clickhouse Glean sized AI-native enterprise software player is found to be committing fraud foul play with customer data or any variety of other sketchy activities it will make enterprise CIOs seriously reconsider choosing AI-native solutions over incumbents. It may give incumbents the time they need to catch up. And depending on how big of a cataclysm occurs it could even create a winter in certain categories of AI-native enterprise software"
@lefttailguy Avatar @lefttailguy on X 2025-07-15 23:22:49 UTC 1807 followers, XXX engagements

"@LizWolfeReason @alt1na1 Upper west side 79th Street"
@lefttailguy Avatar @lefttailguy on X 2025-07-24 22:06:43 UTC 1807 followers, XX engagements

"People switch off Cursor before switching off $GLTB. Entire thread of Cursor customers demanding that Bugbot be supported for Gitlab. cc: @akramsrazor"
@lefttailguy Avatar @lefttailguy on X 2025-07-24 20:33:34 UTC 1807 followers, XXX engagements

"Coatue thinks Google won't be one of the top XX tech companies in 2030 yet they use Google Drive to host the deck.@plaffont care to chime in"
@lefttailguy Avatar @lefttailguy on X 2025-06-17 23:08:02 UTC 1809 followers, 346.6K engagements

"The end of software but SAP is somehow growing faster than @salesforce and only had X negative growth years in the last XX. XX% revenue CAGR from 1995 till today. These things are crazy durable"
@lefttailguy Avatar @lefttailguy on X 2025-07-22 21:19:35 UTC 1809 followers, 4199 engagements

"Customers switch off Cursor before switching off $GLTB. Entire thread of Cursor customers demanding that Bugbot be supported for Gitlab. Crazy thing is that Cursor is worth more than Gitlab today. ($9B on paper vs $7.7B in public markets) It will interesting to see if Cursor can solve the last mile code deployment problem my bet is that people don't switch off Gitlab very easily"
@lefttailguy Avatar @lefttailguy on X 2025-07-24 22:55:58 UTC 1808 followers, XXX engagements

"@razibkhan pioneered by Levi Strauss in San Francisco"
@lefttailguy Avatar @lefttailguy on X 2025-07-25 15:56:27 UTC 1809 followers, XX engagements