[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  J Keynes [@JKeynesAlpha](/creator/twitter/JKeynesAlpha) on x 8975 followers Created: 2025-07-21 21:12:24 UTC $GTLB 🚀Just Triggered Its AI Inflection Point: This Is a Multi-Year Compounder Hiding in Plain Sight I’m back in GitLab with a major position, and I’m incredibly bullish. I previously entered GitLab earlier in the year, then stepped aside to pursue other opportunities while watching the company closely. Now, after the launch of the Duo Agent Platform, I believe we’ve hit an inflection point and that Duo is a game changer in the space. On July 17, 2025, GitLab released the public beta of Duo, a breakthrough platform that redefines what AI can do in software development. This isn’t just another AI code assistant. Duo is the first system where multiple specialized AI agents collaborate like a full software development team. These agents don’t just assist; they execute. One writes entire features and submits pull requests, another scans codebases for vulnerabilities and fixes them, while others handle test suites, reviews, and deployment monitoring. It is the closest thing we’ve seen to an AI-native DevSecOps workforce. Duo introduces a next-generation orchestration layer that allows human developers to work alongside these intelligent agents in a tightly integrated, secure, and scalable environment. The result is a full reimagining of how software is built, and it is enterprise-grade from day one. The timing could not be better. The AI coding revolution is already underway, with XX percent of developers now viewing AI as essential to their workflows. Industry leaders like Zuckerberg, Huang, and Benioff have all signaled that AI will fundamentally reshape or even eliminate traditional coding roles. But the real story is not about replacement. It is about acceleration. GitLab is not reacting to this shift. It is actively building the future of AI-driven software development by empowering elite developers rather than sidelining them. Duo is the agentic AI solution for the entire software development lifecycle. It goes far beyond simple code suggestions. It delivers intelligent productivity gains across planning, testing, compliance, deployment, and more. As enterprises move to adopt AI across their organizations, they will increasingly favor platforms like GitLab that amplify the performance of their best talent while automating away repetitive work. The result is a significant productivity boost, even if the long-term effect includes redundancy for some lower-level roles. That is why GitLab now stands firmly beside Tempus $TEM and Nebius $NBIS in what I consider the essential portfolio for modern AI leadership. Tempus dominates healthcare data. Nebius powers bespoke model training, engineering, and deployment with the full-service AI stack. $GTLB GitLab enables teams to build AI and software products in one cohesive and secure environment. These companies play different roles but point in the same direction. GitLab’s customer momentum is accelerating. The company now serves over XXXXXX paying customers, including XXXXX generating more than $XXXXXXX in annual recurring revenue. Their client base includes major global enterprises such as Goldman Sachs, UBS, NVIDIA, T-Mobile, Lockheed Martin, SAP, Siemens, PwC, Philips, BMW, Oracle, Verizon, Comcast, Sony, Salesforce, NatWest, and R+V Versicherung. These are enterprise-scale deployments with tangible ROI. NatWest reported that GitLab Duo is helping them “implement a comprehensive, enterprise-wide AI solution to enhance developer productivity.” R+V Versicherung saw a XX percent acceleration in AI-assisted test generation and a XX percent improvement in root cause analysis using Duo Enterprise. Financially, GitLab is executing with strength and discipline. In Q1 FY26, the company reported $XXX million in revenue, a XX percent increase year over year. It achieved a XX percent adjusted free cash flow margin, a XX percent non-GAAP operating margin, and a dollar-based net retention rate of XXX percent. Most notably, XX percent of GitLab’s total ARR now comes from GitLab Ultimate, a sign of deep traction among large enterprises who are expanding platform-wide adoption. The market still hasn’t caught on. GitLab is evolving from a DevOps tool into a foundational layer for AI-native development. For investors seeking asymmetric upside in the next phase of the AI cycle, GitLab is one of the most strategically positioned yet underappreciated companies in the space. I'll be keeping regular updates about GitLab's exciting rollout of Duo AI in the months ahead.  XXXXX engagements  **Related Topics** [quarterly earnings](/topic/quarterly-earnings) [agentic](/topic/agentic) [coins ai](/topic/coins-ai) [$gtlb](/topic/$gtlb) [Post Link](https://x.com/JKeynesAlpha/status/1947404315246924157)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
J Keynes @JKeynesAlpha on x 8975 followers
Created: 2025-07-21 21:12:24 UTC
$GTLB 🚀Just Triggered Its AI Inflection Point: This Is a Multi-Year Compounder Hiding in Plain Sight
I’m back in GitLab with a major position, and I’m incredibly bullish. I previously entered GitLab earlier in the year, then stepped aside to pursue other opportunities while watching the company closely. Now, after the launch of the Duo Agent Platform, I believe we’ve hit an inflection point and that Duo is a game changer in the space.
On July 17, 2025, GitLab released the public beta of Duo, a breakthrough platform that redefines what AI can do in software development. This isn’t just another AI code assistant. Duo is the first system where multiple specialized AI agents collaborate like a full software development team. These agents don’t just assist; they execute. One writes entire features and submits pull requests, another scans codebases for vulnerabilities and fixes them, while others handle test suites, reviews, and deployment monitoring. It is the closest thing we’ve seen to an AI-native DevSecOps workforce.
Duo introduces a next-generation orchestration layer that allows human developers to work alongside these intelligent agents in a tightly integrated, secure, and scalable environment. The result is a full reimagining of how software is built, and it is enterprise-grade from day one.
The timing could not be better. The AI coding revolution is already underway, with XX percent of developers now viewing AI as essential to their workflows. Industry leaders like Zuckerberg, Huang, and Benioff have all signaled that AI will fundamentally reshape or even eliminate traditional coding roles. But the real story is not about replacement. It is about acceleration. GitLab is not reacting to this shift. It is actively building the future of AI-driven software development by empowering elite developers rather than sidelining them.
Duo is the agentic AI solution for the entire software development lifecycle. It goes far beyond simple code suggestions. It delivers intelligent productivity gains across planning, testing, compliance, deployment, and more. As enterprises move to adopt AI across their organizations, they will increasingly favor platforms like GitLab that amplify the performance of their best talent while automating away repetitive work. The result is a significant productivity boost, even if the long-term effect includes redundancy for some lower-level roles.
That is why GitLab now stands firmly beside Tempus $TEM and Nebius $NBIS in what I consider the essential portfolio for modern AI leadership. Tempus dominates healthcare data. Nebius powers bespoke model training, engineering, and deployment with the full-service AI stack. $GTLB GitLab enables teams to build AI and software products in one cohesive and secure environment. These companies play different roles but point in the same direction.
GitLab’s customer momentum is accelerating. The company now serves over XXXXXX paying customers, including XXXXX generating more than $XXXXXXX in annual recurring revenue. Their client base includes major global enterprises such as Goldman Sachs, UBS, NVIDIA, T-Mobile, Lockheed Martin, SAP, Siemens, PwC, Philips, BMW, Oracle, Verizon, Comcast, Sony, Salesforce, NatWest, and R+V Versicherung.
These are enterprise-scale deployments with tangible ROI. NatWest reported that GitLab Duo is helping them “implement a comprehensive, enterprise-wide AI solution to enhance developer productivity.” R+V Versicherung saw a XX percent acceleration in AI-assisted test generation and a XX percent improvement in root cause analysis using Duo Enterprise.
Financially, GitLab is executing with strength and discipline. In Q1 FY26, the company reported $XXX million in revenue, a XX percent increase year over year. It achieved a XX percent adjusted free cash flow margin, a XX percent non-GAAP operating margin, and a dollar-based net retention rate of XXX percent. Most notably, XX percent of GitLab’s total ARR now comes from GitLab Ultimate, a sign of deep traction among large enterprises who are expanding platform-wide adoption.
The market still hasn’t caught on. GitLab is evolving from a DevOps tool into a foundational layer for AI-native development. For investors seeking asymmetric upside in the next phase of the AI cycle, GitLab is one of the most strategically positioned yet underappreciated companies in the space.
I'll be keeping regular updates about GitLab's exciting rollout of Duo AI in the months ahead.
XXXXX engagements
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