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8:06SHORT
“We're seeing a shift from SaaS, from seat-based business models to usage-based business models. And I think this is, this is pretty profound.”
@TBPN
Seat-to-usage billing shift strips predictability from per-seat SaaS, repricing ServiceNow's terminal value lower.
NOWSHORT@ $88.30
$110.11-24.71%
since call Apr 30
31:18LONG
“we see volumes continue to grow … we are as bullish on stablecoins as we've ever been.”
@TBPN
Stablecoin usage keeps climbing while crypto prices correct; USDC's issuer captures the decoupled growth.
CRCLLONG@ $91.10
$63.34-30.46%
since call Apr 30
77:07LONG
“stablecoins represented another platform shift in payments … AI could be the corresponding one that helps drive adoption of stablecoins.”
@TBPN
Agentic AI makes stablecoins a new payment rail; Coinbase owns the USDC economics and the x402 rail.
COINLONG@ $185.20
$143.17-22.69%
since call Apr 30
79:52SHORT
“There's a whole group of banks coming together … to launch stablecoins”
@TBPN
Banks launch their own stablecoins under the Clarity/Genius regime; Circle's USDC moat and reserve-income model erode.
CRCLSHORT@ $89.83
$63.34+29.48%
since call Apr 30
peak +34.4%
TIMESTAMPS
8:06
31:18
77:07
79:52