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14:54LONG
“Let me just flag one other area that I think is maybe the white hot center within this red hot area of coding, which is cyber.”
@All-In Podcast
AI-powered hackers have CSOs scrambling, making cyber the white-hot center of the next AI spend wave
CRWDLONG@ $454.33
$191.04-57.95%
since call Apr 24
26:28SHORT
“Figma, which had a huge IPO pop and is now down 67%. So what is the role of venture capital... Software was eating the world, now tokens are eating uh the SAS…”
@All-In Podcast
Agents let enterprises spin up bespoke tools, gutting overpriced vertical SaaS at renewal time
FIGSHORT@ $17.66
$24.47-38.54%
since call Apr 24
32:32LONG
“By the way, Salesforce today is down 9%. 140 billion enterprise value on 15 billion of free cash flow. This thing is trading at less than 10 times free cash…”
@All-In Podcast
At under 10x FCF with Benioff going headless on agents, Salesforce looks like a bargain in the SaaS wreck
CRMLONG@ $175.80
$186.70+6.20%
since call Apr 24
peak +6.6%
57:40LONG
“Just one last point on this is that I think the succession at Apple is reminiscent a little bit of the succession at Disney.”
@All-In Podcast
New product-CEO Turnus plus a war chest for bold M&A could revitalize Apple the way Iger's deals did Disney
AAPLLONG@ $277.36
$303.62+9.47%
since call Apr 24
peak +26.2%
“That row is a pesticide called Picloram. Picloram is a pesticide that was developed by the Dow Chemical Company in 1963.”
@All-In Podcast
New paper ties Dow-invented pesticide Picloram to surging young-onset colon cancer, teeing up EPA review and litigation risk
DOWSHORT@ $37.80
$30.77+18.61%
since call Apr 24
peak +25.9%
TIMESTAMPS
14:54
26:28
32:32
57:40
1:21:46