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[@TechFundies](/creator/twitter/TechFundies)
"Third-party contact is a longtime mid-tier partner of $TEAM that sees X figures a year. Punchlines are TEAM product suite is great seat counts not growing much within install base but bundling helps upsell products to customers AI Rovo is good product that works better if you have full TEAM platform AI Rovo helping to drive new logo sales - making it free seems smart sales team could use some upgrading but new CRO seems helpful and growth ought to remain 20%. $NOW moving downmarket and having some impact on JSM sales. Would be interesting if everyone gets head-faked by seat count growth"  
[X Link](https://x.com/TechFundies/status/1976362568735469640) [@TechFundies](/creator/x/TechFundies) 2025-10-09T19:02Z 15.2K followers, 5988 engagements


"Scratch $ORCL math: X. Highlighted 65b in additional AI bookings. 2b uplift to FY26 bogey (next year) from prior and 4b uplift to FY27 from prior. 15b uplift to FY28. Again it's kind of hard to tell how much of this is hard commitment vs framework but this is clearly capacity needed further into the future (ie X years out). X. Opex - let's work backwards. ORCL has managed opex tightly and let's assume these infrastructure deals bear most of the costs in COGS. GAAP Opex increased by 800m in FY25. Let's assume 373m increase in FY26 1355m in FY27 and 2030 in FY28. Maybe that's too much but I'm"  
[X Link](https://x.com/TechFundies/status/1978893364872569047) [@TechFundies](/creator/x/TechFundies) 2025-10-16T18:38Z 15.2K followers, 18.8K engagements


"Also open question as to whether deal can be done at 30-35% GM. Clearly ORCL has to make its own assumptions on costs needed to hit contract deliverables - infra people capital etc. Bears would say maybe those assumptions are too rosy. And if not why would AMZN AWS at XX% op margin pass on this deal One would think a contract that would boost AWS revenue by 40-50% even at 27-30% op margin would be a no-brainer deal to do. And obviously that logic applies to MSFT / GOOGL as well"  
[X Link](https://x.com/TechFundies/status/1978902336685903896) [@TechFundies](/creator/x/TechFundies) 2025-10-16T19:14Z 15.2K followers, 3973 engagements


"$HUBS on the pullback 1) Glassdoor reviews basically say there are too many sales reps and hitting quota is pretty tough. So not positive for revenue growth but indicates potential for margin if the sales congestion gets cleaned up. 2) XX% of the business is marketing hub per last analyst day disclosure (will be updated in September). And going to be hard to answer relevance of this product going forward"  
[X Link](https://x.com/TechFundies/status/1955343272949485929) [@TechFundies](/creator/x/TechFundies) 2025-08-12T18:58Z 15.2K followers, 7665 engagements


"This talented hedge fund manager vibe-coded a custom CRM and dropped $HUBS. He also is having a fantastic year - not surprised. Pretty interesting data point for the smaller end of the market. Quote from letter: "Amber Road now operates a new CRM system built on Replit the leading vibe coding pure play founded by a team of Jordanian software developers (who are now based in Silicon Valley). It took a few hours of work with an agentic AI developer that created a custom front office system for contacts content and event management including tracking for follow-ups pipeline analysis and"  
[X Link](https://x.com/TechFundies/status/1956060619100316085) [@TechFundies](/creator/x/TechFundies) 2025-08-14T18:29Z 15.2K followers, 43.9K engagements


"$CRM analyst day was fine. Punchlines -Very hard to get LLMs working properly so has been hard for customers to get pilots into production. There is progress here. Also points to how fears that SaaS is losing relevance bc of DIY are far ahead of reality -Reminder that CRM is very sticky - customers heavily rely on them as their tech partner and have vertically customized solutions -CRM has CEO-level presentation that provides AI roadmap for a myriad of functions specific to each customer's business. Setting 2-3 year roadmaps in place. -New new bookings growth was negative for X years and now"  
[X Link](https://x.com/TechFundies/status/1978847524904743416) [@TechFundies](/creator/x/TechFundies) 2025-10-16T15:36Z 15.2K followers, 23.3K engagements


"Interesting 3P check w/ $META AI researcher. Pretty interesting views: NVDA: Model guys deeply intertwined w/ them. Model progress plateauing. Chinese showing efficiency gain potential is enormous - US players haven't really focused here yet but will at some point. Risk: Companies like META / MSFT that use AI for internal purposes are most protected if AI demand trajectory changes. Intermediaries like CRWV / ORCL most at risk bc selling all AI externally. Biggest losers will be intermediaries that rely on shallow discovery or traditional ad networks. Click-based acquisition model will"  
[X Link](https://x.com/TechFundies/status/1979202492065079753) [@TechFundies](/creator/x/TechFundies) 2025-10-17T15:07Z 15.2K followers, 33.4K engagements