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@YellowCatCap "@RocksOver Theyre the share donor in mid market ERP but it doesnt decline because software is sticky Aside from that unclear if management is brain dead or not. I like Obic Business Consultant theyre gaining share in cloud. More growth more expensive good management"
@YellowCatCap Avatar @YellowCatCap on X 2025-07-11 13:32:34 UTC XXX followers, XXX engagements

"@JonCukierwar Hi Jon love your work. How are you looking at this change in strategy from Dino Can the economics be as good in cities $DNP.WA"
@YellowCatCap Avatar @YellowCatCap on X 2025-07-16 18:07:52 UTC XXX followers, XXX engagements

"Instagram has been the most net-negative product in history for general mental health and happiness - META is worth a quadrilion $. OpenAI might be worst in a very direct way with psychotic people. Next year well get our first chatGPT school shooting. Company is probly a buy"
@YellowCatCap Avatar @YellowCatCap on X 2025-07-20 21:42:47 UTC XXX followers, XXX engagements