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Trisolaris Capital @TrisolarisCap on x XX followers
Created: 2025-07-22 13:18:43 UTC
$GTLB is a zero. Those comparing it to $CFLT are either marketplace illiterate or genuinely misguiding others to fuel short bets. Beware:
1.GitLab is a great DevOps platform, but it was built for a world where humans write code and deploy it on schedules. 2.Confluent powers a different world entirely, one where machines generate, consume, and act on data without waiting. 3.GitLab is batch-based, Confluent is event-based. 4.If you believe AI agents will run companies, you should be more interested in the infrastructure that feeds them in real time. 5.Kafka isn’t just a tool, it’s becoming the central nervous system for enterprise AI. 6.Confluent doesn’t care when your team ships code, it cares when the entire world shifts and your AI has to react immediately. is a command-line, the other is a bloodstream. 8.GitLab’s story is about developer productivity, Confluent’s story is about machine autonomy and economic coordination. 9.The future isn’t asking for faster sprints, it’s demanding systems that never sleep. 10.If you’re betting on who enables the next frontier, I’d rather own the pipes that carry the signals than the workshop where old tools are sharpened.
Make sense? Good. Now let’s move on…
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