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[@Finstor85](/creator/twitter/Finstor85)
"A week ago Asahi talked proudly about how Zscaler gives them peace and security. And now their ordering & shipping system comes to grinding halt. IAM is the foundation for the rest of the cyber sec & yet it's seldom prioritized over other layers of sec"  
[X Link](https://x.com/Finstor85/status/1973996275054899612) [@Finstor85](/creator/x/Finstor85) 2025-10-03T06:19Z 42.6K followers, 8505 engagements


"TCS entering the DC infra is an unusual move for a company whose core advantage has historically been on the application integration and services layer not the capital-intensive physical infra layer. It appears to be move of a defensive move and not an innovative move 1/n"  
[X Link](https://x.com/Finstor85/status/1976279340011892873) [@Finstor85](/creator/x/Finstor85) 2025-10-09T13:31Z 42.6K followers, 56.7K engagements


"Co's BFSI and government clients are under pressure to localize compute - data privacy DPDP localization. Mainly aimed at BFSI and govt. clients who cant use public cloud. This means going down the value chain into a business with entirely different economics & risk profile"  
[X Link](https://x.com/Finstor85/status/1976279865348509964) [@Finstor85](/creator/x/Finstor85) 2025-10-09T13:33Z 42.6K followers, 10.5K engagements


"First knock on the enterprise AI here: Echelons AI - automate a complete ServiceNow implementation in days Such a massive win that even ServiceNow understood the importance & invested. Anthropic Salesforce Meta Atlassian & Bain Cap together in $4.5mn seed"  
[X Link](https://x.com/Finstor85/status/1976957708260851953) [@Finstor85](/creator/x/Finstor85) 2025-10-11T10:27Z 42.6K followers, 6998 engagements


"3rd instance in which models iterating recursively and generating data/experiments/architectures that would have taken human counterparts months OpenAI-Broadcom is also classic ex of this"  
[X Link](https://x.com/Finstor85/status/1980218317513297969) [@Finstor85](/creator/x/Finstor85) 2025-10-20T10:23Z 42.6K followers, 2002 engagements


"There are some amazing tech product companies coming up with offerings that could have been an easy win for frontline IT cos had they any will. Some fantastic tech businesses are being built in India & biggies are busy in buybacks"  
[X Link](https://x.com/Finstor85/status/1965060153360953610) [@Finstor85](/creator/x/Finstor85) 2025-09-08T14:30Z 42.6K followers, 15.3K engagements


"OpenAI & Sur Energy signed a massive $25bn LOI to build a data center in Patagonia. OpenAI has announced the 1GW DC plan for India. Can we see something similar happening with some of the listed solar players"  
[X Link](https://x.com/Finstor85/status/1977091522622636336) [@Finstor85](/creator/x/Finstor85) 2025-10-11T19:18Z 42.6K followers, 8507 engagements


"Memory not compute is the future bottleneck"  
[X Link](https://x.com/Finstor85/status/1977339815596298544) [@Finstor85](/creator/x/Finstor85) 2025-10-12T11:45Z 42.6K followers, 12.2K engagements