[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TheRealJunto "5) distribution advantage Logic: the best product doesnt always win. Unique GTM w/ a flywheel Examples: $TEAM $FIG $SHOP $TWLO"
X Link @TheRealJunto 2025-08-24T00:30Z 5241 followers, 1400 engagements

"6) Selling to risk averse customers Logic: concervative customers wont risk failure on a new startup and less likely to build internally Examples: $TYL $GWRE $PCOR"
X Link @TheRealJunto 2025-08-24T00:30Z 5242 followers, 1326 engagements

"3) mission critical software Logic: no tolerance for hallucinations. The output must be correct Examples: $ADSK $CDNS $PTC $SNPS $BSY"
X Link @TheRealJunto 2025-08-24T00:30Z 5242 followers, 1580 engagements

"10 rules for software investing in the AI era: 1) Platform companies are difficult to displace Logic: gravity towards consolidation; easier to disrupt a point solution than a platform Examples: $NOW $PANW $VEEV"
X Link @TheRealJunto 2025-08-24T00:30Z 5242 followers, 20.5K engagements

"2) incumbents must have a data moat Logic: startups will struggle to replicate breadth of proprietary data Examples: $CSGP $VRSK $CRWD"
X Link @TheRealJunto 2025-08-24T00:30Z 5242 followers, 1563 engagements

"10) the more rules the software vendor passes the better Logic: greater protection from disruption with multiple advantages Examples: $DDOG $MSFT $VEEV $NOW $CDNS $SNPS $INTU $PANW $CSGP $HUBS $MNDY $CRWD $GWRE $TYL $NET $SAP $PCOR $ZS $NET $PLTR $SNOW"
X Link @TheRealJunto 2025-08-24T00:30Z 5242 followers, 2272 engagements