# ![@seekingvalue2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2009832530527358976.png) @seekingvalue2 seekingvalue

seekingvalue posts on X about ai, $rpd, $gtlb, $brze the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2009832530527358976/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2009832530527358976/c:line/m:interactions.svg)

- [--] Week [------] -24%

### Mentions: [--] [#](/creator/twitter::2009832530527358976/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2009832530527358976/c:line/m:posts_active.svg)

- [--] Week [--] -18%

### Followers: [--] [#](/creator/twitter::2009832530527358976/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2009832530527358976/c:line/m:followers.svg)

- [--] Week [--] +74%

### CreatorRank: [---------] [#](/creator/twitter::2009832530527358976/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2009832530527358976/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  56.36% [technology brands](/list/technology-brands)  32.73% [finance](/list/finance)  25.45% [cryptocurrencies](/list/cryptocurrencies)  7.27% [financial services](/list/financial-services)  5.45% [social networks](/list/social-networks)  3.64% [currencies](/list/currencies)  1.82%

**Social topic influence**
[ai](/topic/ai) 21.82%, [$rpd](/topic/$rpd) #3, [$gtlb](/topic/$gtlb) #20, [$brze](/topic/$brze) #7, [in the](/topic/in-the) 9.09%, [anthropic](/topic/anthropic) 9.09%, [$adbe](/topic/$adbe) 9.09%, [$okta](/topic/$okta) 7.27%, [okta](/topic/okta) 7.27%, [$fig](/topic/$fig) 7.27%

**Top accounts mentioned or mentioned by**
[@sophos](/creator/undefined) [@boxlongs](/creator/undefined) [@crussian17](/creator/undefined) [@batmongoose](/creator/undefined) [@jaredsleeper](/creator/undefined) [@malinvested](/creator/undefined) [@boomorbust109](/creator/undefined) [@narmacnetworth](/creator/undefined) [@d4ybroken](/creator/undefined) [@eftegarie](/creator/undefined) [@anchovycapital](/creator/undefined) [@anthropicai](/creator/undefined) [@dharmesh](/creator/undefined) [@daquinn20](/creator/undefined) [@mlgsnd](/creator/undefined) [@carflos223matos](/creator/undefined) [@coattailrid3r](/creator/undefined) [@patrickoshag](/creator/undefined) [@gokulr](/creator/undefined) [@rubicon59](/creator/undefined)

**Top assets mentioned**
[Rapids (RPD)](/topic/$rpd) [GitLab Inc. (GTLB)](/topic/$gtlb) [Braze Inc. (BRZE)](/topic/$brze) [Adobe, Inc. (ADBE)](/topic/$adbe) [Okta Inc (OKTA)](/topic/$okta) [Figma, Inc. (FIG)](/topic/$fig) [Tenable Holdings, Inc. (TENB)](/topic/$tenb) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Workday Inc (WDAY)](/topic/$wday) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Zscaler Inc (ZS)](/topic/$zs) [Datadog Inc (DDOG)](/topic/$ddog) [Autodesk Inc (ADSK)](/topic/$adsk) [Salesforce Inc (CRM)](/topic/$crm) [Snowflake Inc. (SNOW)](/topic/$snow) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Now Coin (NOW)](/topic/$now) [SeaPad (SPT)](/topic/$spt) [Horizen (ZEN)](/topic/$zen) [Freshworks Inc. (FRSH)](/topic/$frsh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Time for Rapid7 $RPD and PagerDuty $PD to get fit 💪. Autodesk $ADSK leading the way with a 7% RIF. In the AI agentic era there is so much more meat on the bone for operating expense reductions"  
[X Link](https://x.com/seekingvalue2/status/2014403408514662837)  2026-01-22T18:22Z [--] followers, [---] engagements


"I've been ruminating on the new CFO hire at $GTLB Gitlab (Jessica Ross). Her background doesn't spike on Infra/DevOps but does on M&A. One read: No DevOps CFOs wanted the job and board settled for Salesforce. Alternative view: CFO w/ M&A exp chosen to clean up ahead of sale"  
[X Link](https://x.com/seekingvalue2/status/2016612757387563122)  2026-01-28T20:42Z [--] followers, [---] engagements


"Today is the last selling day for Jan [--] fiscal year end names. Let us please stand in solidarity🙌with our sales AE brothers and sisters to help us snap back out of this #SaaS winter. $CRM $WDAY $SNOW $OKTA $GLTB $BRZE $S $TTAN"  
[X Link](https://x.com/seekingvalue2/status/2017292327673626747)  2026-01-30T17:42Z [--] followers, [--] engagements


"Given the tight partnership with @AnthropicAI is this a bullish signal for $GTLB https://x.com/HarryStebbings/status/2017366147075608895s=20 Every single dev and product team I speak to in the last [--] days has moved from Cursor to Claude Code. [--]. Is this permanent [--]. If so what happens to Cursor https://x.com/HarryStebbings/status/2017366147075608895s=20 Every single dev and product team I speak to in the last [--] days has moved from Cursor to Claude Code. [--]. Is this permanent [--]. If so what happens to Cursor"  
[X Link](https://x.com/seekingvalue2/status/2017377126354489727)  2026-01-30T23:19Z [--] followers, [---] engagements


"What in the $FIG is going on with Figma Now below $25 8x NTM"  
[X Link](https://x.com/seekingvalue2/status/2018401800836227577)  2026-02-02T19:11Z [--] followers, [---] engagements


"@JaredSleeper @dharmesh Hear you on SBC. The point I'm making is whether legacy SaaS vendors can embrace AI to accelerate cost savings. If the Claude / Anthropic demos are as good as advertised does $HUBS still need 12k FTEs to run a $3B+ ARR biz I think the FCF-SBC math becomes compelling at 8k FTEs"  
[X Link](https://x.com/seekingvalue2/status/2019080191075660273)  2026-02-04T16:06Z [--] followers, [---] engagements


"@rubicon59 I would love to see the Anthropic software stack. Flashy demos are cool but show me the homegrown crm email marketing financial planning and erp systems please"  
[X Link](https://x.com/seekingvalue2/status/2019150932647563394)  2026-02-04T20:47Z [--] followers, [---] engagements


"@RHouseResearch I like $S too but a few key exec departures (incl CFO less than a year) and @insightpartners blowing out has me on pause. Also why does the founder pay himself such a high base salary He already owns so much stock and the op margin profile is abysmal lead by example sir"  
[X Link](https://x.com/seekingvalue2/status/2019151942401019984)  2026-02-04T20:51Z [--] followers, [---] engagements


"@saxena_puru Bill lost me when he asked Wall Street for the market cap $NOW lost from the ARMIS acquisition back🤷♂"  
[X Link](https://x.com/seekingvalue2/status/2019179686681800916)  2026-02-04T22:42Z [--] followers, [--] engagements


"Proof there *might* be signs of life in this god awful tape 😅 $BILL #SaaS #Software Meltdown I'm revisiting $BILL https://t.co/18OVBtF9mK at these levels ($40). Skimmed through the Starboard Value presentation and believe there's a payment driven moat ($86B in TPV) + strategic value of the proprietary supplier data Reminds me of Coupa $COUP https://t.co/HBJPJI3V6T I'm revisiting $BILL https://t.co/18OVBtF9mK at these levels ($40). Skimmed through the Starboard Value presentation and believe there's a payment driven moat ($86B in TPV) + strategic value of the proprietary supplier data Reminds"  
[X Link](https://x.com/seekingvalue2/status/2019628829300625903)  2026-02-06T04:26Z [--] followers, [--] engagements


"@Sophos The elephant in the room is what does JANA Partners do ahead of stockholder meeting Likely down (65%) their position ($30 cost basis). As crazy as this sounds I bet they would accept $20/sh (1.8x NTM Rev) as the LBO math pencils but unclear if a bidder steps up in this tape"  
[X Link](https://x.com/seekingvalue2/status/2019823229930803638)  2026-02-06T17:19Z [--] followers, [---] engagements


"The really sad part about the Claude demos @AnthropicAI keeps pumping out by the week is the negative impact on our financial markets (volatility) + Tech IPO window is shut for the foreseeable future (unless you're SpaceX Anthropic or OpenAI) https://www.reuters.com/business/blackstone-backed-liftoff-mobile-postpones-us-listing-bloomberg-news-reports-2026-02-05/ https://www.reuters.com/business/blackstone-backed-liftoff-mobile-postpones-us-listing-bloomberg-news-reports-2026-02-05/"  
[X Link](https://x.com/seekingvalue2/status/2019968802893840426)  2026-02-07T02:57Z [--] followers, [---] engagements


"Interesting to see TCV acquire a 1% stake in $GTLB Gitlab. I don't blame them given the nose bleed valuations in the private markets vs beaten up public comps"  
[X Link](https://x.com/seekingvalue2/status/2019886284152721491)  2026-02-06T21:29Z [--] followers, [----] engagements


"If I'm a $BRZE founder we're at point where raising an SPV/partnering w/ PE makes sense to take co private 4x NTM Rev ($35/sh). Refine AI strategy w/o public market noise and exit to $ADBE in [--] years @ 8x NTM like Marketo did. Battery's LPs would appreciate this everyone wins"  
[X Link](https://x.com/seekingvalue2/status/2022002904216088719)  2026-02-12T17:40Z [--] followers, [----] engagements


"Fundamental investors must be getting liquidated. At $22 per share $BRZE Braze down to 2x [----] Revenue. When 20% growers with +FCF and no debt are trading at levels like this market is selling indiscriminately and does not care about what your spreadsheet says #SaaS meltdown"  
[X Link](https://x.com/seekingvalue2/status/2016930042086117449)  2026-01-29T17:42Z [--] followers, [---] engagements


"As expected $BRZE Braze Class B shares have converted to Class A. Founders now control 6% of vote alongside @BatteryVentures 5%. Given depressed valuation wouldn't be surprised if an #activist got involved in near future to help right size the expense profile of the biz👀"  
[X Link](https://x.com/seekingvalue2/status/2018386212554436693)  2026-02-02T18:09Z [--] followers, [----] engagements


"Buyer beware. $SPT #SAAS #SOFTWARE https://x.com/seekingvalue2/status/2016311659028218360s=20 SPT 7x EBITDA now lol https://x.com/seekingvalue2/status/2016311659028218360s=20 SPT 7x EBITDA now lol"  
[X Link](https://x.com/seekingvalue2/status/2018807069743480864)  2026-02-03T22:01Z [--] followers, [---] engagements


"🔥from @JaredSleeper. $HUBS HubSpot already generates 20% FCF margins with $3.2B ARR & 12k employees (or $260k ARR per FTE). All the talk is about how AI will end legacy SaaS but what if AI improves their efficiency - could 40% FCF become the new 20% @dharmesh #SaaS #Software Every day for the next long while I'm going to tear down a new public software company and highlight the AI risks/opportunities around it- products launched to date top startups key quotes from earnings calls etc. Day two HubSpot: Peak share price: $841 (November 12th Every day for the next long while I'm going to tear"  
[X Link](https://x.com/seekingvalue2/status/2019074961428635800)  2026-02-04T15:45Z [--] followers, [----] engagements


"@malinvested Someone is going to make a lot of money on $BRZE. The founder of Marketo (Phil Fernandez) still sits on the board. I'm old enough to remember when Vista acquired it for $2B and flipped to Adobe $ADBE for $6B"  
[X Link](https://x.com/seekingvalue2/status/2019080841087852948)  2026-02-04T16:09Z [--] followers, [---] engagements


"$WDAY announced a 2% RIF focused on customer support coincidentally a category where AI native apps are gaining traction. $FRSH $ZEN This is exactly what the @JaredSleeper's of the world have been calling for. Getting fit and trimming that SBC - why the negative AH reaction BREAKING: $WDAY reaffirms FY2026 guidance but reveals workforce cuts and $135M in Q4 charges linked to restructuring. - GAAP operating margins 24-25pp lower than non-GAAP in Q4 (22-23pp full year) - Cutting 2% of workforce focused on non-revenue roles - Charges include $40M cash BREAKING: $WDAY reaffirms FY2026 guidance"  
[X Link](https://x.com/seekingvalue2/status/2019178063012233318)  2026-02-04T22:35Z [--] followers, [----] engagements


"If you're tracking the challenged VM space $TENB just announced a decent Q '26 Rev growth of 7% + $150M buyback. At 5.5x EBITDA $RPD needs to do the same - $100m / $11sh = 9m (14% of outstanding). Rafe Brown this will instill the confidence WS needs in FCF growth durability"  
[X Link](https://x.com/seekingvalue2/status/2019181809591021746)  2026-02-04T22:50Z [--] followers, [---] engagements


"$QLYS $OKTA $CRWD $PANW $ZS #Cybersecurity"  
[X Link](https://x.com/seekingvalue2/status/2019186391503237266)  2026-02-04T23:08Z [--] followers, [---] engagements


"@Sophos If they decide to play nice and allow co to stay public CEO should step down and CFO should immediately buyback shares at such depressed levels ($100m = 9m shares or 14% of common). Bonus points for a RIF to reduce SBC and boost FCF to support buyback"  
[X Link](https://x.com/seekingvalue2/status/2019824127239147541)  2026-02-06T17:22Z [--] followers, [---] engagements


"@Sophos Last tidbit: CrowdStrike is called out on their website as direct competitor in the MDR space alongside Thoma Bravo owned Secureworks and Artic Wolf (previously raised $400m convertible debt from Owl Rock Viking) $CRWD $PANW $ZS $OKTA $RPD $QLYS $TENB https://techcrunch.com/2022/10/06/cyber-firm-arctic-wolf-raises-401m-in-debt-eyeing-a-potential-ipo/ https://techcrunch.com/2022/10/06/cyber-firm-arctic-wolf-raises-401m-in-debt-eyeing-a-potential-ipo/"  
[X Link](https://x.com/seekingvalue2/status/2019825047352013047)  2026-02-06T17:26Z [--] followers, [---] engagements


"@JaredSleeper Love these teardowns $BRZE is my top pick in the hated 'app layer' given valuation and traction within large enterprise (303 customers generated 63% of ARR in Q3 $1.5m ACV per logo) among other reasons. Using $17.44/sh actually land closer to $1.6B in EV per latest 10Q"  
[X Link](https://x.com/seekingvalue2/status/2019973266639843359)  2026-02-07T03:15Z [--] followers, [---] engagements


"@mark1eddie JANA is on the board They were awarded [--] out of [--] seats as part of the cooperation agreement but nothing to show for it apparently. CEO is still running a 🤡 show. Corey Thomas needs to know when to fold a hand cut costs sell and move on"  
[X Link](https://x.com/seekingvalue2/status/2021416085380300964)  2026-02-11T02:48Z [--] followers, [--] engagements


"@Crussian17 It's a very good point. Why build as a public co where you are a victim to the next Claude demo. TaskUs was a recent example (mgmt partnered with @blackstone) but shareholders voted against it https://ir.taskus.com/news-releases/news-release-details/taskus-inc-be-taken-private-co-founders-and-blackstone https://ir.taskus.com/news-releases/news-release-details/taskus-inc-be-taken-private-co-founders-and-blackstone"  
[X Link](https://x.com/seekingvalue2/status/2021637662814417357)  2026-02-11T17:29Z [--] followers, [---] engagements


"@BATMongoose Plenty of room for cuts indeed. $QLYS and $TENB guided to 7% revenue growth in [----] while $RPD guided to -2% in revenue growth.just awful #CybersecurityNews"  
[X Link](https://x.com/seekingvalue2/status/2021701871891841368)  2026-02-11T21:44Z [--] followers, [----] engagements


"What would be ideal: the RIF announcement is paired with a press release highlighting how much more efficient Gitlab's engineers are when using Gitlab Duo $GTLB Alright $GTLB boys here's the bull case from here 10% RIF - stock rises to $40+ - consumption based transition fails - stock falls to $25 - sell to PE once they can raise debt https://t.co/oWHyvClA4t Alright $GTLB boys here's the bull case from here 10% RIF - stock rises to $40+ - consumption based transition fails - stock falls to $25 - sell to PE once they can raise debt https://t.co/oWHyvClA4t"  
[X Link](https://x.com/seekingvalue2/status/2019604793795440998)  2026-02-06T02:51Z [--] followers, [---] engagements


"As we head into $RPD Rapid7 print next Tues (2/10) a few call outs: - New CFOs first call WS Consensus for '26 Revenue $869m 1% y/y + Adj. EBITDA margin 19% - Depressed valuation (0.9x Rev) 5x EBITDA at $10.50/sh - Few senior GTM hires ex Secureworks (MDR competitor)"  
[X Link](https://x.com/seekingvalue2/status/2019819288849514682)  2026-02-06T17:03Z [--] followers, [----] engagements


"@Sophos @BoxLongs who's previously shared insightful thoughts on this name before https://x.com/BoxLongs/status/1985830193471390116s=20 @daquinn20 @MLGSnD $RPD at 2x ARR. perversely the worse the stock does the better it is - hasten the change. S&M as a % of revs relative to the growth needs to be gutted. https://t.co/iaeJ8dwVG4 https://x.com/BoxLongs/status/1985830193471390116s=20 @daquinn20 @MLGSnD $RPD at 2x ARR. perversely the worse the stock does the better it is - hasten the change. S&M as a % of revs relative to the growth needs to be gutted. https://t.co/iaeJ8dwVG4"  
[X Link](https://x.com/seekingvalue2/status/2019830054474379498)  2026-02-06T17:46Z [--] followers, [---] engagements


"@ALEXEIMARTOV @boomorbust109 It's a good point. There's a parallel story here with $OKTA securing the identity of AI agents. The question then becomes how does $GTLB monetize the code created by agents"  
[X Link](https://x.com/seekingvalue2/status/2019843572263211279)  2026-02-06T18:40Z [--] followers, [---] engagements


"@boomorbust109 Unclear where $DDOG lands but there's a universe of buyers out there for this strategic/differentiated asset. At $32/sh $GTLB trades at 3x '27 Rev + 13x '27 FCF 15% Rev y/y 23% FCF margins $1.3B of cash $0 debt. New CFO appears to be clean up type and hopefully buys back stock"  
[X Link](https://x.com/seekingvalue2/status/2020909078243844225)  2026-02-09T17:14Z [--] followers, [---] engagements


"@Carflos223Matos At 1.4x '27 Revenue for a 20% grower it's difficult to see substantial more downside from here but this market is in a 'shoot first' mode on the next AI headline so tread carefully"  
[X Link](https://x.com/seekingvalue2/status/2022046616006668786)  2026-02-12T20:34Z [--] followers, [---] engagements


"@malinvested I hear you but my point is that the market doesn't seem to care about SaaS metrics even with a reaccel. App layer = guilty until proven innocent. Founders can be proactive or patiently await the rerate (when Anthropic / OpenAI can no longer raise $)"  
[X Link](https://x.com/seekingvalue2/status/2022145684946956412)  2026-02-13T03:07Z [--] followers, [---] engagements


"I'm revisiting $BILL at these levels ($40). Skimmed through the Starboard Value presentation and believe there's a payment driven moat ($86B in TPV) + strategic value of the proprietary supplier data Reminds me of Coupa $COUP https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_BILL_Holdings_Inc.pdf http://Bill.com https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_BILL_Holdings_Inc.pdf http://Bill.com"  
[X Link](https://x.com/seekingvalue2/status/2018950427996516847)  2026-02-04T07:31Z [--] followers, [---] engagements


"100x more software will make repos more valuable right Asking for a friend $GTLB AI coding will lead to 100X more software. That to me doesnt conclude that every customer wants to be responsible for owning and managing their own ERP. It concludes that customers will have more choice better features and far more personalization on top of software. AI coding will lead to 100X more software. That to me doesnt conclude that every customer wants to be responsible for owning and managing their own ERP. It concludes that customers will have more choice better features and far more personalization on"  
[X Link](https://x.com/seekingvalue2/status/2019123835623322047)  2026-02-04T19:00Z [--] followers, [---] engagements


"In Feb '25 Secureworks was acquired by Thoma Bravo backed @Sophos for 2.5x ARR growing 3.5% and 2% EBITDA margins. No view on the Secureworks product portfolio and don't believe $RPD growth changes overnight could be positive signal if these senior GTM hires are the A team"  
[X Link](https://x.com/seekingvalue2/status/2019821434676351469)  2026-02-06T17:12Z [--] followers, [---] engagements


"Agreed. Same goes for $GTLB GitLab. If @sytses doesn't pull a Steve Jobs to come back and run the show the Board (which he chairs) should just sell every Software Company has to re-tool and go back to founder mode. every Software Company has to re-tool and go back to founder mode"  
[X Link](https://x.com/seekingvalue2/status/2020985354988421589)  2026-02-09T22:17Z [--] followers, [----] engagements


"@Crussian17 Not seat based ✅. This is more of an infrastructure company than most realize. You don't just casually send out 2.4b cross channel messages during the most watched event on live TV. I look forward to the day a F500 company is on a vibe coded competitor https://www.braze.com/resources/articles/2026-big-game-messaging-volumes https://www.braze.com/resources/articles/2026-big-game-messaging-volumes"  
[X Link](https://x.com/seekingvalue2/status/2021391358595039640)  2026-02-11T01:10Z [--] followers, [----] engagements


"@coattailrid3r $12/share would imply 7x [----] Adj. EBITDA or 1.2x [----] Revenue. Can't imagine JANA would agree to $12 when you look at precedent security M&A transactions (even for negative to 0% growers).but who knows $RPD $QLYS $TENB #cybersecurity"  
[X Link](https://x.com/seekingvalue2/status/2021421686470643980)  2026-02-11T03:11Z [--] followers, [---] engagements


"@BichonRedux Cheap but I suspect there's some AI disintermediation fear as agentic commerce takes hold. Will agents interact with pin boards to the same degree as humans"  
[X Link](https://x.com/seekingvalue2/status/2022340760201544158)  2026-02-13T16:03Z [--] followers, [---] engagements


"The rerate in software multiples does not appear to be impacting the private markets. Grafana rumored to be raising at a $9B valuation (20x ARR) $ESTC $DDOG"  
[X Link](https://x.com/seekingvalue2/status/2022440046486523919)  2026-02-13T22:37Z [--] followers, [---] engagements


"Has anyone dug deep into the $RPD Rapid7 story Why would the board let management run this company with such a bloated cost structure while Net New ARR Added has declined from +$115m in '22 to NEGATIVE $2m in '25 cc: @coattailrid3r @daquinn20 @BoxLongs https://x.com/BoxLongs/status/1985830193471390116s=20 @daquinn20 @MLGSnD $RPD at 2x ARR. perversely the worse the stock does the better it is - hasten the change. S&M as a % of revs relative to the growth needs to be gutted. https://t.co/iaeJ8dwVG4 https://x.com/BoxLongs/status/1985830193471390116s=20 @daquinn20 @MLGSnD $RPD at 2x ARR."  
[X Link](https://x.com/seekingvalue2/status/2010471274733334787)  2026-01-11T21:57Z [--] followers, [---] engagements


"Brutal day for #SaaS but gems are beginning to surface. By my calculation $brze is trading at 2.5x [----] revenue for a 15% grower + 10% FCF margins. Mission critical for CMO suite and F500 engineers will not 'vibe code' a viable substitute Disclosure: I am long"  
[X Link](https://x.com/seekingvalue2/status/2011909289212797173)  2026-01-15T21:12Z [--] followers, [---] engagements


"@Crussian17 Is this any different than the $ADBE or $FIG narrative (AI/creatives) The former at least have a healthy install base of enterprise users. Pinterest is 100% consumer facing where I believe AI disruption will be strongest. See $CHGG & $DUOL as two recent examples"  
[X Link](https://x.com/seekingvalue2/status/2016549306900377684)  2026-01-28T16:29Z [--] followers, [--] engagements


"Ah nice to wake up on Saturday w/o #SaaS names down 10%😂Jokes aside @patrick_oshag is a must listen for anyone navigating the software markets. Interesting take on $FIG w/ ratio of designers to devs shrinking as the PM/designer role converges (4m in) https://x.com/patrick_oshag/status/2016910574823542864s=20 .@gokulr is one of the most prolific product builders and investors of the last [--] years. He helped build the core ads and product businesses at Google Facebook Square and DoorDash working directly with many of this generation's best founders and CEOs. He's also invested in"  
[X Link](https://x.com/seekingvalue2/status/2017650487844344000)  2026-01-31T17:25Z [--] followers, [---] engagements


"@patrick_oshag Per @gokulr I'm hearing from many teams when given the choice between an extra designer or engineer companies are choosing the engineer since AI can do more of design. Implications for $FIG Figma & $ADBE Adobe SaaS Era: [--] Designer per [--] devs AI Era: [--] Designer per [--] devs🤯"  
[X Link](https://x.com/seekingvalue2/status/2017652605644877825)  2026-01-31T17:34Z [--] followers, [---] engagements


"@BoxLongs @narmacnetworth @d4ybroken @BATMongoose @eftegarie @anchovycapital curious what you think"  
[X Link](https://x.com/seekingvalue2/status/2018025396680475030)  2026-02-01T18:15Z [--] followers, [---] engagements


"@BoxLongs @narmacnetworth @d4ybroken @BATMongoose @eftegarie @anchovycapital More detail here on the $200m revolver which closed on June [--] [----] https://www.sec.gov/ixdoc=/Archives/edgar/data/0001560327/000095010325007817/dp230564_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001560327/000095010325007817/dp230564_8k.htm"  
[X Link](https://x.com/seekingvalue2/status/2018026120306929671)  2026-02-01T18:18Z [--] followers, [---] engagements


"@BoxLongs @narmacnetworth @d4ybroken @BATMongoose @eftegarie @anchovycapital To clarify used $150m because $RPD achieved that on $844m Rev (18% FCF margin) in CY'24. Rev is marginally higher now $857m CY'25E and hopefully grows in [----]. Post a RIF $150m FCF would prove conservative but even at $130m (0% FCF growth) the $100m buyback math still works"  
[X Link](https://x.com/seekingvalue2/status/2018117853527065032)  2026-02-02T00:22Z [--] followers, [---] engagements


"Ooof rumor mill must be getting to the higher ups at Oracle $ORCL $NVDA $MSFT https://x.com/Oracle/status/2018368835363942668s=20 The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. https://x.com/Oracle/status/2018368835363942668s=20 The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"  
[X Link](https://x.com/seekingvalue2/status/2018444606954930612)  2026-02-02T22:01Z [--] followers, [---] engagements


"@midwit_capital Assuming 19% and 15% total revenue growth in CY26 and CY27 respectively you're looking at 3x '27 Rev of $1.3B. Now just a question of whether the founder/chairman Sid wants to sell or not"  
[X Link](https://x.com/seekingvalue2/status/2018805421574881375)  2026-02-03T21:54Z [--] followers, [---] engagements


"From JP Morgan Analyst Mark Murphy "Software Collapse Broadens with Nowhere to Hide as AI Rate-of-Change Is Extrapolated in Both Logical and Illogical Ways" .TL:DR negative sentiment appears overdone but stay cautious out there folks"  
[X Link](https://x.com/seekingvalue2/status/2018854566868263208)  2026-02-04T01:10Z [--] followers, [---] engagements


"Somewhat disagree @metacriticcap If a few F500 CEOs CFOs or CIOs go on record stating that they genuinely tried vibe coding a new (CRM HRIS etc.) application but it flopped and ultimately stayed with incumbent solution we could see sentiment shift #SaaS #Software The problem with software is that it's terribly hard to disprove the bear thesis. Unless you're accelerating 5pts nothing you do matters. Or you really think you'll print a 30% IRR in $ADBE over the next [--] months if it just delivers the consensus (Or deep learning can hit a The problem with software is that it's terribly hard to"  
[X Link](https://x.com/seekingvalue2/status/2018947491144867849)  2026-02-04T07:19Z [--] followers, [---] engagements

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