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@thedealdirector "Updates: - Fixed the currency conversion engine so international orgs show with accurate USD revenue funding and valuations"
X Link @thedealdirector 2025-10-06T19:24Z 6514 followers, 2985 engagements

"n8n just got $180M liquidity with a Series C now fully reflected with latest figures in The Infra Play Database. The sales team is also leaning quite young and hungry"
X Link @thedealdirector 2025-10-09T15:00Z 6506 followers, 2288 engagements

"@theroguerep Augment is facing a lot of pushback from their core developer audience after rug pulling on the commercial model lets see how the handle the next few months"
X Link @thedealdirector 2025-10-16T19:43Z 6513 followers, XX engagements

""Show me XXX% quota attainment on average in your team and I'll quit to work for you right now.""
X Link @thedealdirector 2025-10-13T12:58Z 6515 followers, 3732 engagements

"@swyx The thing is that many of these have no reasons to exist outside of platform functionality in Snowflake/Databricks or being offered as basic plumbing tools on your preferred hyperscaler marketplace. The only reasons why they were here was big investment in sales capacity"
X Link @thedealdirector 2025-10-13T16:59Z 6514 followers, XXX engagements

"MongoDB $MDB recently got a lot of attention from investors due to doubling over the past six months. The awkward reality is that this was mostly buyers looking at a bottomed stock that had a slightly better narrative than before (helpfully exaggerated by the leadership)"
X Link @thedealdirector 2025-10-13T15:53Z 6512 followers, 2318 engagements

"Imagine being a large customer of OpenAI and the only access you have to Sama in person is from the Grok app"
X Link @thedealdirector 2025-10-14T19:33Z 6513 followers, XXX engagements

"Updates: - Fivetran and dbt Labs merger reflected - OpenAI revenue updated to latest insider figure (13B run rate) - Valuations revised for OpenAI Anthropic xAI and Databricks"
X Link @thedealdirector 2025-10-16T17:47Z 6514 followers, XXX engagements

"I need to write out in an article will ping you for feedback but at a high level on the impact of AI for SecOps: - I think that its more likely we will continue consolidating on platforms (the hyperscaler data estates and their preferred vendors that build on top). - If scaling continues to work and AI remains a sport of kings due to massive capital requirements it will be very difficult for both new entrants and existing cybersec players without significant technical knowledge/vision to offer meaningful products outside of that stack. - Most companies in the space are very poorly prepared"
X Link @thedealdirector 2025-10-13T21:27Z 6514 followers, XX engagements

"@natolambert Reflection AI just raised 2B to try and prove everybody wrong on this one. Whether they can compete with the Alibaba muscle is a different story"
X Link @thedealdirector 2025-10-12T17:21Z 6512 followers, XXX engagements

"It's still a bit funny that the whole narrative about "Oracle is doing amazing" was based on one letter of intent style deal with OpenAI who do not have the balance to actually pay for anything"
X Link @thedealdirector 2025-10-12T16:00Z 6512 followers, 2406 engagements

"As somebody in what some call the AI SoC part of cybersec this all makes sense. I think that there isnt enough scrutiny on the execution capabilities of vendors to actually implement AI within their tools. It should be obvious that a complex implementation like this requires very strong understand of data pipelines search relevancy backend optimizations and redundancy rethinking costumer UX and design early access to models from frontier labs and roadmap discussions internal data science and model training researchers etc. Most startups clearly lack that and a lot of the more well funded mid"
X Link @thedealdirector 2025-10-13T20:08Z 6514 followers, 1614 engagements

"Updates: - $MDB entry fully expanded with latest info and a Deep Dive - You can now copy specific companies and share links - You can now save filters and remove them while looking for the right set of companies"
X Link @thedealdirector 2025-10-12T15:00Z 6514 followers, 2354 engagements

"Interesting alpha on Arista Networks from an anon"
X Link @thedealdirector 2025-09-09T16:11Z 6514 followers, 2411 engagements

"@digitalix Still funny that they market it for AI but would not release the inference benchmarks"
X Link @thedealdirector 2025-10-15T18:41Z 6514 followers, XXX engagements

"Updates: - XX new companies have been added both to the public version and the private repo (with additional actionable info). Names include Cohere ESET Dataiku"
X Link @thedealdirector 2025-09-22T16:00Z 6506 followers, 4773 engagements

"Do you understand tech sales anon"
X Link @thedealdirector 2025-10-11T15:00Z 6506 followers, 4818 engagements

"@svpino Directionally correct - recently I got asked by a room of experienced developers why they cant use Microsoft Copilot as the assistant for several non-MS Enterprise integrations. Completely unaware of the topic of API inference context windows and just basic tooling"
X Link @thedealdirector 2025-10-15T18:46Z 6513 followers, XXX engagements