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“So they're actually accelerating. … They were 1/20th the size the last time they were growing this fast.”
@TBPN
Ramp is accelerating at 20x scale and now invading BILL's accounting-firm moat with Stack, capping BILL's growth.
BILLSHORT@ $35.86
$45.94-28.09%
since call Jun 4
“Ramp is now worth more than PayPal. PayPal has $32 billion of revenue, but PayPal certainly has, I would say, probably negative momentum, whereas Ramp has incredible momentum.”
@TBPN
PayPal carries $32B revenue but negative momentum while a faster rival eclipses its valuation; trajectory points down.
PYPLSHORT@ $43.86
$55.88-27.41%
since call Jun 4
34:07LONG
“all these things can be scaled in a very valuable, but largely going to commodify way, but you can't scale the taste of like, what is the business problem you want to have to solve and need to solve?”
@TBPN
Palantir owns the taste-plus-ontology layer rivals can't copy; LLM hype commodifies, Palantir captures the value.
PLTRLONG@ $138.73
$124.92-9.95%
since call Jun 4
“The farmer generation is getting very old. Kids don't want to go and run the farm. … the best way that we can solve that is through automation.”
@TBPN
Aging-farmer succession gap forces farm automation adoption, and the precision-ag leader captures the spend.
DELONG@ $588.03
$586.82-0.21%
since call Jun 4
peak +8.3%
111:56LONG
“Jensen just announced a data center that bolts onto the side of your house. … the DGX, uh, desktops, like like, it's all coming and I think it will be more of an option.”
@TBPN
Edge AI compute is coming to homes via DGX desktops and home data centers, expanding Nvidia's market
NVDALONG@ $222.55
$199.04-10.57%
since call Jun 4
TIMESTAMPS
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34:07
100:15
111:56