@CSUnerd Avatar @CSUnerd csu_nerd

csu_nerd posts on X about $csuto, $csu, ai, software the most. They currently have [-----] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 19.08% finance 15.79% technology brands 15.79% social networks 1.97% countries 1.32% automotive brands 0.66% currencies 0.66%

Social topic influence $csuto #2, $csu #4, ai 30.92%, software #524, in the 9.87%, $toiv #2, business #2912, this is 5.26%, ceo 4.61%, $now 4.61%

Top accounts mentioned or mentioned by @varunvmalhotra @neversettle78 @notmarkleonard @openclaw @flagspotting2 @harvey @durablecreators @tsarnick @ramit @barryschwartzbw @e_pap4 @lifelonghacker @danielfoch @igetredpilled @bubbleboi @4layer123572 @fivesigmacap @dratchcap @saxenapuru @volarisgroup

Top assets mentioned Now Coin (NOW) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Salesforce Inc (CRM) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) Veeva Systems, Inc. (VEEV) Berkshire Hathaway Inc. (BRK.A) Reddit, Inc. (RDDT) Uber Technologies, Inc. (UBER) Coca-Cola Co (KO) Atlassian Corporation PLC (TEAM) Roper Technologies Inc (ROP) Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last [--] hours

"@danielfoch @igetredpilled Does this modelling include any effects on employment and their effects on the housing market or discretionary and staple spending"
X Link 2025-01-20T11:30Z [----] followers, [----] engagements

"$IFP.to $MATR $MTY.to $SVI.db are leaving the #TSX Composite index while $EDR.to $GMIN.to are being added. (I naively think this is bullish for $MTY.to.)"
X Link 2025-03-08T12:11Z [----] followers, [---] engagements

"big beautiful deal $toi.v $csu.to i would like to learn more about cipal schaubroeck. this a big deal and juicy $TOI.V $CSU.TO 💶 💶 https://t.co/YjsgyJe4qQ this a big deal and juicy $TOI.V $CSU.TO 💶 💶 https://t.co/YjsgyJe4qQ"
X Link 2025-06-02T13:29Z [----] followers, [----] engagements

"BREAKING: $ATD.to on their interest in acquiring 7-Eleven (7&i) Withdrawing from it's proposal to acquire them due to "lack of engagement" from the acquiree"
X Link 2025-07-16T22:42Z [----] followers, 11.8K engagements

"From the CEO of Reddit $RDDT on why their data is a much needed source of data to feed into LLMs and Engines: #AI $GOOGL #LLM"
X Link 2025-08-05T14:53Z [----] followers, [----] engagements

"BREAKING: $CSU.to quarterly numbers out"
X Link 2025-08-08T21:15Z [----] followers, [----] engagements

"Here's my take on who's selling as $CSU.to stock price drops: https://csunerd.substack.com/p/constellation-software-price-selling https://csunerd.substack.com/p/constellation-software-price-selling"
X Link 2026-01-28T17:36Z [----] followers, [----] engagements

"How to Prep for AI in Software from a $CSU.TO lens: https://csunerd.substack.com/p/extreme-prepper-for-agi https://csunerd.substack.com/p/extreme-prepper-for-agi"
X Link 2026-01-29T03:24Z [----] followers, [---] engagements

"We both worship and misunderstand Efficiency. And then there is FRICTION-MAXXING: #AI $CSU.TO https://csunerd.substack.com/p/dont-delete-the-radiologist-and-other https://csunerd.substack.com/p/dont-delete-the-radiologist-and-other"
X Link 2026-01-29T04:33Z [----] followers, [----] engagements

"I started writing on Substack and figured I'd continue to double down on $CSU.to $CSU. Why there's one overlooked area that analysts often miss when modelling the impact of AI on VMS-related products: https://csunerd.substack.com/p/constellation-and-vms-in-general https://csunerd.substack.com/p/constellation-and-vms-in-general"
X Link 2026-01-29T12:52Z [----] followers, [----] engagements

"Today's meditation on $CSU.TO $CSU. This time I quote Munger. https://csunerd.substack.com/p/practice-evolution https://csunerd.substack.com/p/practice-evolution"
X Link 2026-01-29T17:53Z [----] followers, [----] engagements

"I am committing to one post a day on #AI and $CSU.TO $CSU. But given today's market action on all things software I figure this might be a good one to share on this specific topic especially in light of $NOW $MSFT and the whole band: https://csunerd.substack.com/p/the-doom-and-loom-of-today https://csunerd.substack.com/p/the-doom-and-loom-of-today"
X Link 2026-01-29T18:45Z [----] followers, [----] engagements

"@bubbleboi Yes. I've written about this here in different words on CAPEX: I do think that it' sa bit more nuanced what it'll look like in 2027+. $CSU.TO $MSFT https://csunerd.substack.com/p/the-doom-and-loom-of-today https://csunerd.substack.com/p/the-doom-and-loom-of-today"
X Link 2026-01-29T21:23Z [----] followers, [----] engagements

"$CSU.TO maybe a case of horizontal versus verticals In the wake of the public SaaS meltdown Ive been debating in my mind and with others whether the concerns are overblown. One data point I was having lunch with an amazing founder (not a portfolio company) just now who was been building AI natively for the last two years and In the wake of the public SaaS meltdown Ive been debating in my mind and with others whether the concerns are overblown. One data point I was having lunch with an amazing founder (not a portfolio company) just now who was been building AI natively for the last two years"
X Link 2026-01-30T03:51Z [----] followers, [----] engagements

"New Daily Post: Getting from Point A to Point B $CSU.TO $CSU #SaaS $UBER $GOOG $AMZN https://open.substack.com/pub/csunerd/p/getting-from-point-a-to-br=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/csunerd/p/getting-from-point-a-to-br=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-30T12:53Z [----] followers, [---] engagements

"Daily Post: There are only two ways to make money in a (tech) business $CSU.TO $TOI.V #systemofrecord #systemsofaction https://open.substack.com/pub/csunerd/p/there-are-only-two-ways-to-make-moneyr=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/csunerd/p/there-are-only-two-ways-to-make-moneyr=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-31T12:40Z [----] followers, [----] engagements

"Buffett famously create this -- what I'll call a moat razor -- back when he was an investor in $KO. He asked if someone had $100B to spend that could throw a fatal punch in Coke's face Who will be the winners and losers in our #AI build out https://open.substack.com/pub/csunerd/p/the-100-billion-question https://open.substack.com/pub/csunerd/p/the-100-billion-question"
X Link 2026-02-01T17:42Z [----] followers, [----] engagements

"From an insider on $CSU $CSU.TO. As an insider myself I agree with this point of view and way of analyzing which I find most pundits and analysts rarely do this to level of depth. tl;dr -- switching costs are real costs both economic psychological and reputation-related. Reflecting on AI and $CSU Im reminded of the internal tools Ive worked on at tech companies over the last 8+ years. (I'm trying to poke holes in my thesis. I welcome any and all feedback. This is mostly rambling and thinking out loud.) Those systems were probably pretty https://t.co/PaYe1eKxJ9 Reflecting on AI and $CSU Im"
X Link 2026-02-01T18:27Z [----] followers, 23K engagements

"This is a good but not great hypothesis what takes place and why (I elaborate more in my Substack). But suffice to say I agree with the conclusion. $CSU.TO $CSU $TOI.V $LMN.V $CRM $NOW $TEAM $VEEV This is the question every software company is asking themselves right now. What happens to our roadmap if an engineer can produce 2X or 5X more output. The general direction will be roadmap expansion. Companies that just use this leverage to cut costs will be outcompeted by This is the question every software company is asking themselves right now. What happens to our roadmap if an engineer can"
X Link 2026-02-02T12:28Z [----] followers, [----] engagements

"I thought I'd go smaller on today's post about $CSU.TO $CSU. It also includes $TOI.V. I'd like to think of it as a reaction-post on recent buys in the "constellation". #Munger https://csunerd.substack.com/p/a-tale-of-two-autos https://csunerd.substack.com/p/a-tale-of-two-autos"
X Link 2026-02-02T15:36Z [----] followers, [----] engagements

"Can the real roll-ups please stand up $TOI.V $CSU.TO $CSU $LMN.V $ROP The end of SaaS thanks to AI is real via Bloomberg The AI boom is sparking a selloff in software-company loans with prices plunging as investors fear tools like advanced AI coding agents could make parts of the sector obsolete. https://t.co/UvS65JO2ni The end of SaaS thanks to AI is real via Bloomberg The AI boom is sparking a selloff in software-company loans with prices plunging as investors fear tools like advanced AI coding agents could make parts of the sector obsolete. https://t.co/UvS65JO2ni"
X Link 2026-02-02T17:11Z [----] followers, [----] engagements

"@4Layer123572 I'll be happy if it juices more small (high hurdle rate) deals. $CSU.TO $CSU"
X Link 2026-02-02T18:56Z [----] followers, [---] engagements

"New Post: You've probably hear of Forward Deployed Engineers from $PLTR and has now become the hottest role hiring in the Valley. Unpacking what that is and why I think $CSU.TO $CSU are in the same wheelhouse. https://open.substack.com/pub/csunerd/p/the-hottest-role-in-silicon-valley https://open.substack.com/pub/csunerd/p/the-hottest-role-in-silicon-valley"
X Link 2026-02-03T13:00Z [----] followers, [----] engagements

"$PLTR and $CSU.to $CSU similarities New Post: You've probably hear of Forward Deployed Engineers from $PLTR and has now become the hottest role hiring in the Valley. Unpacking what that is and why I think $CSU.TO $CSU are in the same wheelhouse. https://t.co/IR2sDKsU0z https://t.co/1f1yJSNp7m New Post: You've probably hear of Forward Deployed Engineers from $PLTR and has now become the hottest role hiring in the Valley. Unpacking what that is and why I think $CSU.TO $CSU are in the same wheelhouse. https://t.co/IR2sDKsU0z https://t.co/1f1yJSNp7m"
X Link 2026-02-03T19:47Z [----] followers, [----] engagements

"I dont' know what will happen to $CSU.TO tomorrow but I figure there will be no spin-offs anytime soon"
X Link 2026-02-04T03:47Z [----] followers, [----] engagements

"@FiveSigmaCap NO no no. The devs + domain experts + agents within $CSU.TO $CSU would just sit on their hands Right I mean no hands in the case of agents"
X Link 2026-02-04T03:55Z [----] followers, [---] engagements

"Macrohard vs. Microsoft: The First Shot in the (AI) Bows $MSFT $CSU.TO $TSLA $SPCE https://open.substack.com/pub/csunerd/p/macrohard-vs-microsoft-the-firstutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/csunerd/p/macrohard-vs-microsoft-the-firstutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-04T15:05Z [----] followers, [----] engagements

"$CSU.TO $CSU - Volaris - Symplicity Corp Symplicity connects University alum to industries looking to hire interns and those in their early-careers. https://www.symplicity.com/ https://www.symplicity.com/"
X Link 2026-02-04T17:01Z [----] followers, [----] engagements

"@DratchCap @saxena_puru 100% agree with why he did not give a solid argument. Though I think he was selectively talking about it without taking the analogy far enough. Of course software is considered a tool. But the tool's "shape" depends on who and who it's used. And that shape can change. $CSU.TO"
X Link 2026-02-04T17:22Z [----] followers, [---] engagements

"Under the radar a bit but h/t to: Another possible sizable one for $CSU.TO $CSU (Volaris) https://x.com/MoS_Investing/status/2019044477353255326s=20 [--]. https://t.co/uW4FOYliad https://x.com/MoS_Investing/status/2019044477353255326s=20 [--]. https://t.co/uW4FOYliad"
X Link 2026-02-04T20:18Z [----] followers, [---] engagements

"@NeverSettle78 Unclear yet. I think those battles are still taking place. But while I don't know where the money will flow I think all of these agents and AI and the value they bring will be a non-zero sum game. $CSU.TO $CSU $MFST or whoever needs to continue to delivery for businesses"
X Link 2026-02-05T12:13Z [----] followers, [---] engagements

"$CSU.TO $CSU [----] at Volaris Group: steady execution long-term thinking and continued trust from founders worldwide. [--] VMS businesses acquired across [--] countries Growth in [--] verticals Ongoing investment in AI and a buy-and-hold model built for permanence As we marked [--] years https://t.co/vS3ArRMcpc [----] at Volaris Group: steady execution long-term thinking and continued trust from founders worldwide. [--] VMS businesses acquired across [--] countries Growth in [--] verticals Ongoing investment in AI and a buy-and-hold model built for permanence As we marked [--] years https://t.co/vS3ArRMcpc"
X Link 2026-02-05T12:24Z [----] followers, [----] engagements

"Post out later this week wow between $HUBS announcement and this there is a lot of work to win Enterprises $CSU.TO $CSU $CRM $NOW Frontier gives agents the same skills people need to succeed at work: - Understand how work gets done - Use a computer and tools - Improve quality over time - Stay governed & observable https://t.co/9EYu4XS3G4 Frontier gives agents the same skills people need to succeed at work: - Understand how work gets done - Use a computer and tools - Improve quality over time - Stay governed & observable https://t.co/9EYu4XS3G4"
X Link 2026-02-05T20:01Z [----] followers, [----] engagements

"Another one for the "win". $CSU.TO $CSU Volaris Automotive an acquirer of specialized software companies serving the automotive industry has acquired WinCar Automotive ICT Solutions a prominent provider of dealer management systems in the Netherlands. Head of Volaris Automotive Werner Leinauer commented WinCar https://t.co/8cxzYi4tuB Volaris Automotive an acquirer of specialized software companies serving the automotive industry has acquired WinCar Automotive ICT Solutions a prominent provider of dealer management systems in the Netherlands. Head of Volaris Automotive Werner Leinauer"
X Link 2026-02-05T21:43Z [----] followers, [----] engagements

"$CSU.TO $CSU We need AMS -- Agent Market Systems Frontier is really a recognition that were not going to build everything ourselves Fidji Simo OpenAIs CEO of Applications told reporters during a briefing. We are going to be working with the ecosystem to build alongside them and we embrace the fact that enterprises are Frontier is really a recognition that were not going to build everything ourselves Fidji Simo OpenAIs CEO of Applications told reporters during a briefing. We are going to be working with the ecosystem to build alongside them and we embrace the fact that enterprises are"
X Link 2026-02-05T22:48Z [----] followers, [----] engagements

"Did you hear that $CSU.TO $CSU $TOI.V $LMN.V @volarisgroup @topicusbv M&A folks Keep at it M&A activity in the lower middle market will face challenges as SaaS products could in theory be rebuilt using AI tools. Even companies growing at 40%+ in public markets are trading at the lowest multiple since the cloud and SaaS boom 10+ years ago. This has already trickled M&A activity in the lower middle market will face challenges as SaaS products could in theory be rebuilt using AI tools. Even companies growing at 40%+ in public markets are trading at the lowest multiple since the cloud and SaaS"
X Link 2026-02-06T01:26Z [----] followers, 10.3K engagements

"I Ate a Chocolate Bar To Tell You About the State of SaaS $CSU.TO $CSU $BRK #SaaSpocalypse https://open.substack.com/pub/csunerd/p/i-eat-a-chocolate-bar-to-tell-you https://open.substack.com/pub/csunerd/p/i-eat-a-chocolate-bar-to-tell-you"
X Link 2026-02-06T14:14Z [----] followers, [----] engagements

"This is like "Wicked" for "Wizard of Oz". I liked Wicked too. $AMZN The alternative story for @ajassy [--]. was the "founder" of AWS [--]. The Covid overspend he inherited is now steamlined [--]. $META $GOOGL and $MSFT all over hired during the pandemic as did $aMZN - jassy's right sizing [--]. RTO was needed. 32% of Amazon engineers had side hustles after The alternative story for @ajassy [--]. was the "founder" of AWS [--]. The Covid overspend he inherited is now steamlined [--]. $META $GOOGL and $MSFT all over hired during the pandemic as did $aMZN - jassy's right sizing [--]. RTO was needed. 32% of Amazon"
X Link 2026-02-06T16:28Z [----] followers, [---] engagements

"reposted without (the need for) comment. $CSU.TO $CSU $NOW $CRM Y'all are clowns. Clowns. The Anthropic legal plugin USES SOFTWARE. It doesn't replace it. "In fact the Cowork legal plugin uses Microsoft [---] Jira Slack and Box software to accomplish its tasks. No one at Anthropic has replicated any of these applications with ones coded https://t.co/gJMhi3qAYt Y'all are clowns. Clowns. The Anthropic legal plugin USES SOFTWARE. It doesn't replace it. "In fact the Cowork legal plugin uses Microsoft [---] Jira Slack and Box software to accomplish its tasks. No one at Anthropic has replicated any of"
X Link 2026-02-06T16:30Z [----] followers, [----] engagements

"@NotMarkLeonard i wonder the footnote is"
X Link 2026-02-06T20:48Z [----] followers, [---] engagements

"Very good points. It's true. But everything is a trade off. It alls depends where you want to focus. $CSU.to $CSU Things that seem important if youre building software right now: [--]. You can write code quickly now [--]. Competitors can too [--]. So can your users [--]. If it takes more than a few clicks an agent should be able to do it [--]. Users probably want to use their own agents Things that seem important if youre building software right now: [--]. You can write code quickly now [--]. Competitors can too [--]. So can your users [--]. If it takes more than a few clicks an agent should be able to do it [--]. Users"
X Link 2026-02-07T01:12Z [----] followers, [----] engagements

"Front-Running The Final Frontier $CSU.TO #OpenAI @runlayer @openclaw $CSU $CRM $NOW https://open.substack.com/pub/csunerd/p/front-running-the-final-frontier https://open.substack.com/pub/csunerd/p/front-running-the-final-frontier"
X Link 2026-02-07T11:45Z [----] followers, [---] engagements

"@varunv_malhotra Great post. I appreciate you sharing where you circle of competence is as a core reason for owning $CSU.TO $CSU. In your experience what might be some verticals or within that depth of workflow that might not make it"
X Link 2026-02-07T17:02Z [----] followers, [----] engagements

"$CSU.TO $CSU keep on at it AI IS software. AI isn't "coming for software" like this grim reaper that's going to destroy everything while "software" sits idly by like a sheep that can't defend itself. AI is an evolution of how software is written and how it works and the best software companies are AI IS software. AI isn't "coming for software" like this grim reaper that's going to destroy everything while "software" sits idly by like a sheep that can't defend itself. AI is an evolution of how software is written and how it works and the best software companies are"
X Link 2026-02-07T17:10Z [----] followers, [----] engagements

"New Post: Software-as-a-Newspaper Mark Leonard and @benthompson referencing the newspaper biz and how that may be a harbinger of times ahead for software $CSU.TO $CSU $MSFT #SaaSpocalypse #Software #AI https://open.substack.com/pub/csunerd/p/software-as-a-newspaper https://open.substack.com/pub/csunerd/p/software-as-a-newspaper"
X Link 2026-02-08T16:18Z [----] followers, [----] engagements

"Is this the new vaporware $CSU.TO $CSU I went through the legal plugin code the geniuses in mainstream media said sparked the selloff panic last week. It's literally a super basic glorified prompt. Each legal "skill" is [---] lines. Exhibit No. [----] on how no one in media and Wall Street does any real research or https://t.co/gAjFI6C6Fp I went through the legal plugin code the geniuses in mainstream media said sparked the selloff panic last week. It's literally a super basic glorified prompt. Each legal "skill" is [---] lines. Exhibit No. [----] on how no one in media and Wall Street does any real"
X Link 2026-02-08T21:55Z [----] followers, [----] engagements

"@jchawla55 connect the dots for me how are AI companies like utilities by this headline"
X Link 2026-02-09T03:19Z [----] followers, [---] engagements

"New Daily Post: Convergence: Mental Model Useful for The Current Moment where Agents and AI Displaces Almost Everything #AI #SaaS #Converence #Saaspolypse #Software #GPU"
X Link 2026-02-09T12:31Z [----] followers, [---] engagements

"$CSU.TO $CSU Solera (Dealership vertical) announces AI acceleration: - New conversational AI lead response and AIpowered lead scoring help dealers respond faster work smarter and grow more profitably - innovation in CRM unifying email phone web and showroom"
X Link 2026-02-09T13:11Z [----] followers, [----] engagements

"Happy Monday. For my fellow $CSU.TO $CSU Nerds. Having done tons of coding cloud engineering as well as covering the software sector as an equity analyst over the last 15+ years I'm really not seeing a software disruption here. Jensen is focused on boosting the productivity of his workforce which can easily result into Having done tons of coding cloud engineering as well as covering the software sector as an equity analyst over the last 15+ years I'm really not seeing a software disruption here. Jensen is focused on boosting the productivity of his workforce which can easily result into"
X Link 2026-02-09T13:14Z [----] followers, [----] engagements

"$CSU.TO $CSU $TOI.V Bearish on Software in the Enterprise The only software that is safe is anything that is highly regulated and where compliance is important & anything supporting hardware And the only reason that will hold is so Enterprise can reduce their liability and have a scapegoat if Bearish on Software in the Enterprise The only software that is safe is anything that is highly regulated and where compliance is important & anything supporting hardware And the only reason that will hold is so Enterprise can reduce their liability and have a scapegoat if"
X Link 2026-02-09T16:22Z [----] followers, [----] engagements

"The question here is where will the real value be captured in the valuechain if AI is so robust shouldn't another company replicate this Or better yet roll this up to be a full package offering in the case of VMS in the case of $CSU's businesses $CSU.TO I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of"
X Link 2026-02-09T17:58Z [----] followers, [----] engagements

"$CSU.TO latest acquisition has loads of hardware. 👍👍 $CSU.TO 🎣 Vesta Software Group acquires Pollution Monitors Ltd Founded [----] family run Gas detection and environmental monitoring systems 🧪 Hydrogen sulphide & odour monitoring for wastewater & sewage plants Expanded into labs at major universities and research sites 🎓 https://t.co/Lbdcj8erTj $CSU.TO 🎣 Vesta Software Group acquires Pollution Monitors Ltd Founded [----] family run Gas detection and environmental monitoring systems 🧪 Hydrogen sulphide & odour monitoring for wastewater & sewage plants Expanded into labs at major"
X Link 2026-02-09T18:22Z [----] followers, [----] engagements

"$CSU.TO retail shareholders will not get this treatment. Perhaps in part because all shareholders should be treated equally no matter our size. ServiceNow CEO Bill McDermott responds to a retail investors email $now https://t.co/jgP6nn2GHj ServiceNow CEO Bill McDermott responds to a retail investors email $now https://t.co/jgP6nn2GHj"
X Link 2026-02-09T19:51Z [----] followers, [----] engagements

"@tom_peters show not just tell"
X Link 2026-02-09T21:01Z [----] followers, [---] engagements

"@sarahdingwang @databricks @alighodsi It's true. but it doesn't matter. What matters is how much of a moat is this being first mover isn't really all the important now"
X Link 2026-02-09T21:14Z [----] followers, [---] engagements

"Announcement: $CSU.TO $CSU new AI offering "Stella AI gives builders immediate visibility into market trends performance shifts and opportunities for improvement by surfacing insights from . Constellation's proprietary real-time data analytics and benchmarking.""
X Link 2026-02-10T14:03Z [----] followers, [----] engagements

"interesting take. $CSU.TO $CSU ai native company thesis is mostly cope. vcs pitched the idea the startups that build from scratch around ai would structurally outperform the incumbents retrofitting ai onto all legacy systems. but irl though it is real it is narrow. it matters for new paradigms like coding ai native company thesis is mostly cope. vcs pitched the idea the startups that build from scratch around ai would structurally outperform the incumbents retrofitting ai onto all legacy systems. but irl though it is real it is narrow. it matters for new paradigms like coding"
X Link 2026-02-10T17:06Z [----] followers, [----] engagements

""Heres my plea to CSUs board and managers through all their Operating Groups and Business Units . To survive you might need to cannibalize." $CSU.to $CSU To Cannibalize or Not to Cannibalize: That is the Question for Most Incumbent Software Companies (post in profile link) $CSU.TO $CSU #SaaS #software https://t.co/V56FWAgslp To Cannibalize or Not to Cannibalize: That is the Question for Most Incumbent Software Companies (post in profile link) $CSU.TO $CSU #SaaS #software https://t.co/V56FWAgslp"
X Link 2026-02-10T20:32Z [----] followers, [----] engagements

"@BitcoinCyborg @mattshumer_ Not so sure if that's the best advice. Maybe things that are more in the world of atoms than bits"
X Link 2026-02-11T02:47Z [----] followers, [----] engagements

"@firstadopter @flagspotting2 curious to understand your thinking behind the answer"
X Link 2026-02-11T18:20Z [----] followers, [---] engagements

"@varunv_malhotra @BradoCapital On that note when $PLTR is really that"
X Link 2026-02-11T19:14Z [----] followers, [---] engagements

"@Saboo_Shubham_ Is the future of work just our favourite tv characters"
X Link 2026-02-11T21:13Z [----] followers, [--] engagements

"We need an Avatar. That's the promise of agents"
X Link 2026-02-12T00:52Z [----] followers, [---] engagements

"Breaking: $CSU $CSU.TO Constellation HomeBuilder Systems launching Excel-add on. Is that like a co-pilot for homebuilders"
X Link 2026-02-12T13:30Z [----] followers, [----] engagements

"@e_pap4 because a forest is better than buying just one tree"
X Link 2026-02-12T15:16Z [----] followers, [---] engagements

"@Sempiterno_Inv OH ya absolutely $CSU.TO MO especially with ML still on the board and on board. But I see there's two things that they will be rational about: 1) do they have an edge there 2) will it continue to have high ROIC and still grow their revenue at the parent see some deals of late"
X Link 2026-02-12T18:49Z [----] followers, [---] engagements

"If y'all are interested on how the value will accrue: https://csunerd.substack.com/p/the-doom-and-loom-of-today https://csunerd.substack.com/p/the-doom-and-loom-of-today"
X Link 2026-02-13T13:11Z [----] followers, [---] engagements

"Look what I found $CSU.TO $CSU is in the business of building agents for software verticals. Seems to be able ot do to following: The work exclusive with CSU companies because is homegrown via the VMS Fund. The fund that was founded by Leonard and run by Topicus CEO"
X Link 2026-02-15T13:38Z [----] followers, 24K engagements

"$BN announced that Flatt is being succeeded. Flatt basically said that his core work: advising strategy is not gonna change. Thing that people forget about and similar Mark Leonard $CSU.TO "only" being on the board: that HOLDING COMPANIES have a lot of bench strength"
X Link 2026-02-04T20:55Z [----] followers, [----] engagements

"New Post: The Agony of the Long Slog: Charlie Munger's Hidden Software Play $CSU.TO $CSU $DJCO https://open.substack.com/pub/csunerd/p/the-agony-of-the-long-slog-charlie https://open.substack.com/pub/csunerd/p/the-agony-of-the-long-slog-charlie"
X Link 2026-02-05T12:21Z [----] followers, [----] engagements

"@BradDunkley @varunv_malhotra oh that adds an important nuance to the first post in the thread. and thanks for sharing was this $VEEV"
X Link 2026-02-11T14:45Z [----] followers, [---] engagements

"Almost no one is talking about this. It's not the tech. It's where the value will accrue when all is said and done through the chain. As end consumers I'm delighted that it's likely us getting most of it. But it'll shake up to the whole value chain and every industry. Agencies will need much less people to deliver services. AI agents will cut team sizes by 50% or more. It sounds like incredible productivity and profitability boost for agencies but there's another trend too: customers expect you to pass down the savings to them. There's Agencies will need much less people to deliver services."
X Link 2026-02-13T12:29Z [----] followers, [---] engagements

"Yes. And I've also made a comparison to newpapers too. $CSU.TO $CSU One of my favourite software investing stacks https://t.co/97on16vuCj One of my favourite software investing stacks https://t.co/97on16vuCj"
X Link 2026-02-13T17:09Z [----] followers, [---] engagements

"Mark Leonard from $CSU.to mentioned that they have only sold one company in their history. Does anyone know which company this is @LibertyRPF @pearnick or others"
X Link 2022-03-26T15:01Z [----] followers, [--] engagements

"To Cannibalize or Not to Cannibalize: That is the Question for Most Incumbent Software Companies (post in profile link) $CSU.TO $CSU #SaaS #software"
X Link 2026-02-10T13:21Z [----] followers, [----] engagements

"$RELX reported today. Here's how LexisNexus is competing in the marketplace alongside AI-Native entrants: Executives highlighted Lexis+ AI and Protg expansion noting with usage growing faster than the user base. Revenue grew 9% because of it. $CSU.TO $CSU @harvey $TOI.V First Post in the Series on Deep Dives into Different Vertical Market Software. I'll keep covering this. First Vertical is: LEGAL & LAW https://t.co/DP9gxLVUb6 First Post in the Series on Deep Dives into Different Vertical Market Software. I'll keep covering this. First Vertical is: LEGAL & LAW https://t.co/DP9gxLVUb6"
X Link 2026-02-12T13:20Z [----] followers, [----] engagements

"New Post: Seeing the Forest For the Trees -- It's Always Been About The System (It's about how business owners think about buying and using software not just from those that build or invest in it.) $CSU.TO $CSU $NOW $AMZN $SHOP"
X Link 2026-02-13T13:10Z [----] followers, [----] engagements

""If IT and SaaS are dead why are AI firms hyping: Ask this simple question - if AI is indeed killing IT and SaaS then why are AI firms spending massive sums hyping their wares" Yes just look at @harvey gonna cover things at are more gradular level now and writeup in link WARNING Massive AI hype being built in a sudden burst (and most of it fake) 1) A scary article: I was surprised to read a long article on Twitter (X) claiming it's just 6-12 months before a Covid-like event changes this world. It claims this will be the AI-event where most WARNING Massive AI hype being built in a sudden burst"
X Link 2026-02-13T14:25Z [----] followers, [----] engagements

"How Defensible is the System of Record-as-Moat Argument $SAP $INTU @dualentry https://open.substack.com/pub/csunerd/p/how-defensible-is-the-system-of-recordr=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/csunerd/p/how-defensible-is-the-system-of-recordr=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-14T14:19Z [----] followers, [---] engagements

"Wow neato. tl;dr: Constellation's BU's AI Agents that can be deployed for VMS's. if anyone else has more information share it with all of us CSU nerds on X $CSU.TO $CSU $TOI.V $LMN.V I've tried it and it's pretty cool https://t.co/ZfF75ZjQht I've tried it and it's pretty cool https://t.co/ZfF75ZjQht"
X Link 2026-02-16T01:49Z [----] followers, [----] engagements

"@DurableCreators If you humour me [--] reasons: 1) time in cycles 2) groupthink reversal on the worse-case scenarios 3) AI-as-a-tailwind to software companies (spoken about more) 4) realization that the love of supreme efficiency actually was in fact a house of cards we traded for reliability"
X Link 2026-02-04T03:30Z [----] followers, [---] engagements

"@GenAI_is_real I think most people don't under what moats really mean especially in the context of a business"
X Link 2026-02-06T01:11Z [----] followers, [---] engagements

"@DurableCreators But I agree finding customers asking for money and proving an outcome (assuming no longer "seats") is not as straightforward"
X Link 2026-02-06T02:25Z [----] followers, [--] engagements

"@Yuchenj_UW "Where can I get a Sales degree correspondence only" asking for a friend"
X Link 2026-02-06T02:55Z [----] followers, [--] engagements

"@zeroxpectation i've build "legacy" software built brand new ones with just genai as foundation and also pushed legacy apps to overlay AI. deliberate not disruptive or complex is good but.this is a huge but. as steve jobs says: it's not always what the users says they want"
X Link 2026-02-06T13:28Z [----] followers, [---] engagements

"@NotMarkLeonard @commonsense937 I'm okay with them moving slow. Slow is fast and fast is smooth. From the MatchaAI page it says that it a chatbot and a knowledge base which isn't anything really. And if their goal is to sell their AI capabilities why make it so opaque as a footnote Or have poor semantics"
X Link 2026-02-06T22:41Z [----] followers, [--] engagements

"Gonna start writing on X again but figure that I'll do it on Substack too for longer term content on all things $CSU and #AI. Follow subscribe if interested. One CSU thought a day: https://csunerd.substack.com/ https://csunerd.substack.com/"
X Link 2026-01-28T13:43Z [----] followers, [----] engagements

"@InvestInJapan Yes. Please fish where the fish are $CSU.to"
X Link 2025-01-20T02:31Z [----] followers, [---] engagements

"@pmarca The Matrix"
X Link 2022-04-10T01:49Z [----] followers, [--] engagements

"Lumines Sharpley: Were buyin but we aint sellin. (One of $CSU.to business units.) @CJ0ppel @chriswmayer https://www.telecomtv.com/content/digital-platforms-services/lumine-s-sharply-we-re-buyin-but-we-ain-t-sellin-44773/ https://www.telecomtv.com/content/digital-platforms-services/lumine-s-sharply-we-re-buyin-but-we-ain-t-sellin-44773/"
X Link 2022-06-22T00:33Z [----] followers, [--] engagements

"@RobertFife Is there any possibility that Mondays antics was premeditated theatre that was orchestrated by JT and CF To support CFs rise by distancing her from JT"
X Link 2024-12-19T01:10Z [----] followers, [----] engagements

"Wealth is what you dont see. The cars not purchased the diamonds not bought the watches not worn. @morganhousel The rich buy luxuries last while the poor and middle class tend to buy luxuries first. -Robert Kiyosaki"
X Link 2024-12-27T01:04Z [----] followers, [----] engagements

"@engineers_feed Crumbl Bros and Sons. House of Cards Ltd. Straw & Hay Co"
X Link 2024-12-27T18:07Z [----] followers, [----] engagements

"What does Jensen Munger Bezos Buffett Leonard Sleep Thiel Ravikant etc. have in common They don't just reveal this to us but they actively follow it themselves. This is what I have observed first-hand as an engineer from Silicon Valley to Investment Banks -- and this one trait separates the wheat from the chaff. It's this: those that possess a high-degree of METACOGNITION. A thread and deep dives drawing from shareholder letters interview as examples of these storied business leaders walking the talk. 🧵👇"
X Link 2025-01-16T16:03Z [----] followers, [----] engagements

"@tsarnick Kind of comes full circle: https://x.com/readswithravi/status/1879902552944517143s=46 Greatness does not come out of intelligence it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered. Nvidia CEO Jensen Huang https://t.co/Te2egWJRgv https://x.com/readswithravi/status/1879902552944517143s=46 Greatness does not come out of intelligence it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered. Nvidia CEO Jensen Huang https://t.co/Te2egWJRgv"
X Link 2025-01-25T02:26Z [----] followers, [----] engagements

"1/ In a UC Davis lecture Munger shared a story about Berkshire Hathaways early days as a textile company. The company kept buying new looms. They pay for themselves in [--] years But profits barely budged. The problem Economics not technology"
X Link 2025-01-27T15:25Z [----] followers, [----] engagements

"2/ The efficiency gains from new looms didnt benefit Berkshireit went straight to customers in the form of lower prices. Mungers takeaway: investing in tech is worthless if the economics dont align. Sound familiar in todays #AI stack"
X Link 2025-01-27T15:25Z [----] followers, [----] engagements

"3/ Enter #DeepSeek the rumored LLM contender that doesnt need exorbitant costs for semiconductors electricity or data centres. If true it might disrupt big players and democratize access. But the lesson from Mungers loom story still applies"
X Link 2025-01-27T15:25Z [----] followers, [----] engagements

"4/ Are companies throwing too much money into tech arms races without considering who actually benefits Will efficiency gains translate into profits or will the value just flow to customers/users leaving margins squeezed"
X Link 2025-01-27T15:25Z [----] followers, [----] engagements

"5/ AI investment hype feels a lot like Berkshire/Buffet/Mungers' looms: 🌟 Flashy promises ⚙ Clear efficiency gains 📉 But potential long-term value erosion if the economics dont work in the investors favor"
X Link 2025-01-27T15:25Z [----] followers, [----] engagements

"6/ The challenge: distinguishing between necessary innovation and over-engineering. If DeepSeek can truly beat rivals with lower costs it could rewrite the economics of the AI space. But who captures the value matters even more"
X Link 2025-01-27T15:25Z [----] followers, [----] engagements

"9/ Mungers loom story is a classic case of ignoring second-order effects. $BRK saw efficiency gains (1st order) but didnt ask: - Where will this value flow - Will it strengthen our competitive position or just create a race to the bottom (#RedQueenEffect)"
X Link 2025-01-27T16:06Z [----] followers, [----] engagements

"10/ Higher-order thinking in #investing means going beyond the obvious: 💡 1st Order: This tech will improve efficiency. 💡 2nd Order: Who captures the efficiency gains 💡 3rd Order: Does this tech commoditize the market or create a defensible moat"
X Link 2025-01-27T16:06Z [----] followers, [----] engagements

"11/ Many investments fail because they focus on short-term inputs (efficiency innovation) and ignore long-term outcomes (pricing power customer retention and margin protection). #DeepSeek might lower #AI costs but will it lead to differentiation or commoditization"
X Link 2025-01-27T16:06Z [----] followers, [----] engagements

"13/ The lesson: efficiency isnt enough. Higher-order effects determine who wins. Companies like $MSFT and $AAPL thrive not because theyre efficient but because they control ecosystems where they capture the value. How might the advent of #DeepSeek as the first shot across the bow (of which are many more to come) change the disruptive landscape of #tech. Many commentators on all-sides of this debate but I think it's prudent to take a lesson from #Buffett #Munger's recounting of it in early $BRK days: tech is meant to be #disruptive so it falls on: 1) Understanding the economics and value chain"
X Link 2025-01-27T16:06Z [----] followers, [----] engagements

"@tsarnick Or this: In a weekend and week like ours w/ the advent of #DeepSeek it might be a good story to investors about a great example of investing in #tech from Berkshire Hathaway. In a nutshell: Too much tech not enough economics. A lesson from Charlie Munger 🧵of Berkshire in its early https://t.co/4YP3wu12dE In a weekend and week like ours w/ the advent of #DeepSeek it might be a good story to investors about a great example of investing in #tech from Berkshire Hathaway. In a nutshell: Too much tech not enough economics. A lesson from Charlie Munger 🧵of Berkshire in its early"
X Link 2025-01-27T22:55Z [----] followers, 15.3K engagements

"Taking a step back might be useful in this case. Tech is disruptive and as you @DivesTech have well crafted our vernacular on what we now call the #AIRevolution. Time will tell if this "art project" holds any water but no matter how it came to be this Revolution continues it's exponential path. And here's where taking page from history might help provide some perspective. Not a perfect analogy but might help illuminate how #tech has always been disruptive and how #investors who keep this mind at all times stand to benefit more than most: https://x.com/redshirtet/status/1883899200418546122"
X Link 2025-01-28T19:49Z [----] followers, [----] engagements

"🚨 A Users Guide to Restructuring the Global Trading System is the white paper that's hiding in PLAIN SIGHT. Economist Stephen Miran explores in this white paper (referenced at the end of the thread) to reshape global trade the consequences of a strong $USD and potential policy shifts under a second Trump administration. While Mirin has explicitly said this is NOT policy the rhetoric and actions line up exactly to what's laid out here. I debated about writing this up because my primary research is in the micro and on individual businesses but I believe that this is important enough to spread"
X Link 2025-01-29T21:55Z [----] followers, 31.6K engagements

"@ramit America is the ship hes happy to pay dues to"
X Link 2025-02-23T02:17Z [----] followers, [----] engagements

"@vivek_naskar Groks bash went wild: ChatGPT tripped DeepSeek sank Gemini spun Meta AI mingled oddly Le Chat clawed Copilot crashed Claude chilled Perplexity puzzled Kimi kicked You froze HuggingChat hugged Pi pondered ChatLLM droned Qwen leapedhilarious AI chaos"
X Link 2025-02-24T02:40Z [----] followers, [----] engagements

"@sobel_mark When Wall and Main Street speaks up publicly and in unison from a place of fear pain regret and heart"
X Link 2025-03-11T15:18Z [----] followers, [----] engagements

"$BRK Berkshire Hathaway A (801950) and B (534.52) at all-time closing highs. Berkshire Hathaway A (801950) and B (534.52) at all-time closing highs"
X Link 2025-03-28T00:56Z [----] followers, [----] engagements

"@onechancefreedm Its a toss up who is going to have the first #sovereigndebtcrisis. And this time there will be little to no safe havens. Not in the traditional way anyway"
X Link 2025-04-14T21:33Z [----] followers, 10.3K engagements

"Munger has said that Berkshire and Buffett probably only had one outstanding decision that drove outsized performance every five years or so. Thats not a bad cadence. Looking back its about the same batting average for me. Here are my three since I started investing in [----]. The key theme is what I synthesized before making the betand how one thing often leapfrogged me to the next. Thats the real lesson: learning for me means exposure hands-on experience then conviction to commit. 1) Perhaps unsurprisingly to some long-time followers Ive been an owner and fan of Constellation Software $CSU.to"
X Link 2025-04-15T13:30Z [----] followers, [----] engagements

"@FoodProfessor little do they know that all of that data sits on servers in the cloud likely in the US-East region"
X Link 2025-04-22T18:45Z [----] followers, [---] engagements

"@Molson_Hart i'm not going to say it. i'm not going to say it. okay. they should build it block by block. it's that easy"
X Link 2025-04-23T02:21Z [----] followers, [----] engagements

"This is Clay Christensen [---]. White House AI Czar David Sacks: Google Must Go All-In on Gemini or Lose to ChatGPT "It is a true innovator's dilemma . what's basically happening right now is users are learning a new habit. They're learning to go to ChatGPT to get their questions answered or their searches https://t.co/yFHGW44SQu White House AI Czar David Sacks: Google Must Go All-In on Gemini or Lose to ChatGPT "It is a true innovator's dilemma . what's basically happening right now is users are learning a new habit. They're learning to go to ChatGPT to get their questions answered or their"
X Link 2025-04-26T10:42Z [----] followers, [----] engagements

"@parkerpbutler @ramit Aint that a beauty. Kids Learn this lesson this is how you get out of anything"
X Link 2025-04-30T13:58Z [----] followers, 19.9K engagements

"@BarrySchwartzBW As much as I am a bag holder still I do think there is a time and place to sell. The current quarters results is backwards looking"
X Link 2025-04-30T21:37Z [----] followers, [----] engagements

"Portillos Hot Dog is now a global household name. #BRK2025 $BRK"
X Link 2025-05-03T14:08Z [----] followers, [----] engagements

"@TrungTPhan Is that Warren behind the veil"
X Link 2025-05-03T15:54Z [----] followers, [----] engagements

"@BarrySchwartzBW Funeral homes"
X Link 2025-06-20T02:13Z [----] followers, [----] engagements

"@CDInewsletter i dunno why they profile these people but perhaps that's exactly why -- i causes you and i to react to it"
X Link 2025-07-07T21:12Z [----] followers, [----] engagements

"Look what I found $CSU.TO $CSU is in the business of building agents for software verticals. Seems to be able ot do to following: The work exclusive with CSU companies because is homegrown via the VMS Fund. The fund that was founded by Leonard and run by Topicus CEO"
X Link 2026-02-15T13:38Z [----] followers, 24K engagements

"$TOI.V Un impuesto sobre plusvalas no realizadas como el que quiere establecer el gobierno holands penaliza especialmente a tecnolgicas y proyectos de larga duracin porque tributan sobre valoraciones no sobre caja real generada. Eso obliga a vender antes de tiempo o a aportar Un impuesto sobre plusvalas no realizadas como el que quiere establecer el gobierno holands penaliza especialmente a tecnolgicas y proyectos de larga duracin porque tributan sobre valoraciones no sobre caja real generada. Eso obliga a vender antes de tiempo o a aportar"
X Link 2026-02-16T23:31Z [----] followers, [---] engagements

"Un impuesto sobre plusvalas no realizadas como el que quiere establecer el gobierno holands penaliza especialmente a tecnolgicas y proyectos de larga duracin porque tributan sobre valoraciones no sobre caja real generada. Eso obliga a vender antes de tiempo o a aportar liquidez externa rompiendo la lgica y el funcionamiento correcto del buy and hold. El inversor exigir mayor rentabilidad para compensar el riesgo fiscal elevando el coste del capital a la empresa Wacc. Las empresas no van a poder financiarse a esos nuevos tipos lo que repercutir en menos capital valoraciones ms bajas y menos"
X Link 2026-02-14T08:45Z 111.9K followers, 65.8K engagements

"Agreed. $CSU.TO $CSU The best post Ive read on software moats in the AI era The best post Ive read on software moats in the AI era"
X Link 2026-02-16T23:22Z [----] followers, [---] engagements

"The best post Ive read on software moats in the AI era"
X Link 2026-02-16T23:06Z 313.2K followers, 125.1K engagements

"One Mental Model to Explain SaaS +AI and where all this is headed. https://open.substack.com/pub/csunerd/p/something-big-is-happening-saas-air=6jrqz6&utm_medium=ios https://open.substack.com/pub/csunerd/p/something-big-is-happening-saas-air=6jrqz6&utm_medium=ios"
X Link 2026-02-16T13:51Z [----] followers, [---] engagements

"It feels so simple. We load up ChatGPT and we start talking to it. But when you actually try to translate that power into your business you realize oh man I have to train the AI on my business because the generalized models dont understand my business dont have access to my data dont understand my processes. So thats a non-zero amount of work And then oh man what do I have this agent do So now you have processes that you have to sit down and work on. And then you have to third party applications. And then have to think through data and whether you want to give the AI access or maybe you need"
X Link 2026-02-16T21:35Z [---] followers, [---] engagements

"10 Years Building Vertical Software: My Perspective on the Selloff In the past few weeks nearly $1 trillion was wiped from software and services stocks. FactSet dropped from a $20B peak to under $8B. S&P Global lost 30% in weeks. Thomson Reuters shed almost half its http://x.com/i/article/2023495526877155328 http://x.com/i/article/2023495526877155328"
X Link 2026-02-16T20:55Z 12.2K followers, 297.1K engagements

"@dxrnell This is the truth. Ive seen people spend weeks automating trivial tasks while ignoring the real business problems"
X Link 2026-02-16T06:29Z 612K followers, [---] engagements

"Call it a lot of things -- but don't call it a downturn. And don't call it a slowdown. Gartner now predicts global software spend will accelerate and growing a stunning 14.7% to $1.4 Trillion in [----]. That's net new $180B+ of software spend this year. Go get your share"
X Link 2026-02-15T22:46Z 230.4K followers, [----] engagements

"One Mental Model to Explain SaaS +AI and where all this is headed. https://open.substack.com/pub/csunerd/p/something-big-is-happening-saas-air=6jrqz6&utm_medium=ios https://open.substack.com/pub/csunerd/p/something-big-is-happening-saas-air=6jrqz6&utm_medium=ios"
X Link 2026-02-16T13:50Z [----] followers, [---] engagements

"$CSU has a secret $200M venture fund incubating AI companies inside its own empire. VMS Ventures. It only backs startups sponsored by Constellation's 1000+ business units. (1) raia - AI Agent Platform Deploying Across CSU - Built inside CSU. - Started in real estate (10x ROI 80% cheaper): - [-----] finance conversations handled globally 70% resolved without a human - 50% of support tickets solved by AI at IDEAL (equipment dealer ERP) - AI agents managing 60000+ college athletes at Postgame (2) AssetCore - AI-Native Utility Asset Management - Natural language AI agent for managing"
X Link 2026-02-16T13:22Z [----] followers, 15.2K engagements

"Here a claw there a claw everywhere a claw claw🦞"
X Link 2026-02-16T01:54Z [----] followers, [---] engagements

"RT @amandaorson: Im bullish on AI but people are overestimating how fast this change will take hold b/c they underestimate the inefficien"
X Link 2026-02-16T01:51Z [----] followers, [--] engagements

"Im bullish on AI but people are overestimating how fast this change will take hold b/c they underestimate the inefficiency of incumbents and how hard it is to move large orgs into modern tech. [--] weeks ago I spoke with a brick-and-mortar retailer with no CRM. A home services company still checking customers out with pen and paper. Heck my parents worked at investment banks that didn't move off IE6 until the early 2010s. Adjentic applications for almost every business process it is undeniably coming. But widespread adoption will be constrained by organizational inertia not capability. I do get"
X Link 2026-02-15T15:37Z 25.6K followers, 43.9K engagements

"I do get the distinct feeling that none of the guys discussing AI on podcast have ever worked at a normal company for any extended period of time"
X Link 2026-02-14T22:10Z 18.4K followers, 116.9K engagements

"Wow neato. tl;dr: Constellation's BU's AI Agents that can be deployed for VMS's. if anyone else has more information share it with all of us CSU nerds on X $CSU.TO $CSU $TOI.V $LMN.V I've tried it and it's pretty cool https://t.co/ZfF75ZjQht I've tried it and it's pretty cool https://t.co/ZfF75ZjQht"
X Link 2026-02-16T01:49Z [----] followers, [----] engagements

"I've tried it and it's pretty cool"
X Link 2026-02-16T00:21Z [----] followers, [----] engagements

"https://open.substack.com/pub/csunerd/p/the-genie-paradox-wish-for-somethingr=6jrqz6&utm_medium=ios&shareImageVariant=app https://open.substack.com/pub/csunerd/p/the-genie-paradox-wish-for-somethingr=6jrqz6&utm_medium=ios&shareImageVariant=app"
X Link 2026-02-15T23:07Z [----] followers, [---] engagements

"Has been my experience too. Our software sold to financial advisors and also clients. It wasn't a fit for every advisor. Legal AI products have diverged: those designed to sell to BigLaw innovation committees and those designed for end users. In BigLaw there is no incentive to reduce billable hours with AI hidden behind the curtain. AI needs to be a PR play: show clients that the firm is Legal AI products have diverged: those designed to sell to BigLaw innovation committees and those designed for end users. In BigLaw there is no incentive to reduce billable hours with AI hidden behind the"
X Link 2026-02-15T23:04Z [----] followers, [---] engagements

"Legal AI products have diverged: those designed to sell to BigLaw innovation committees and those designed for end users. In BigLaw there is no incentive to reduce billable hours with AI hidden behind the curtain. AI needs to be a PR play: show clients that the firm is innovative and not falling behind. Legal AI is so visible because every firm has been clamoring to make AI press releases for [--] years. This is the evolutionary pressure that drove companies like Harvey and Legora to simultaneously launch Client Portalsa way for law firm clients to log in and see the innovation first hand. We"
X Link 2026-02-15T17:45Z 16.9K followers, 67.3K engagements

"I'm joining @OpenAI to bring agents to everyone. @OpenClaw is becoming a foundation: open independent and just getting started.🦞 https://steipete.me/posts/2026/openclaw https://steipete.me/posts/2026/openclaw"
X Link 2026-02-15T21:54Z 340.1K followers, 4.3M engagements

"Okay. There you have it. Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our"
X Link 2026-02-15T22:25Z [----] followers, [---] engagements

"Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings. OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that. https://twitter.com/i/web/status/2023150230905159801"
X Link 2026-02-15T21:39Z 4.4M followers, 14.9M engagements

"One-shot McKinsey-grade industry report by Kimi K2.5 Agent One Prompt = 14-Page Word file with consulting-level data visualization technical heatmaps and strategic frameworks. If your work requires competitive analysis with professional fomatting Kimi has you covered. https://www.kimi.com/chat/19c5c0ad-f2b2-8729-8000-0976849c83d7 https://www.kimi.com/chat/19c5c0ad-f2b2-8729-8000-0976849c83d7"
X Link 2026-02-14T15:25Z 15.1K followers, 95.3K engagements

"$AMZN AWS CEO on worries around AI agents: "We had examples internally where somebody was writing some code and they asked the agent to go do something and the agent was just about to go like delete some infrastructure because they thought that was the fastest way to do i""
X Link 2026-02-14T21:00Z 96.1K followers, 32K engagements

"already deploying and using agents"
X Link 2026-02-15T13:38Z [----] followers, [----] engagements

"$CSU.TO $CSU https://www.raiaai.com/ https://www.raiaai.com/"
X Link 2026-02-15T13:38Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing