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“The level of velocity increase you get from being ai native is extraordinary”
@atelicinvest · Unemployed Capital Allocator
AI-native startups demand more GPU compute as velocity advantage widens, driving NVDA higher
NVDALONG@ $200.28
$199.83-0.22%
since call Jun 25
peak +9.3%
“Incumbents are at a significant disadvantage when it comes to this.”
@atelicinvest · Unemployed Capital Allocator
Legacy CRM incumbents lose pricing power and customers as AI-native tools replicate their workflows in days
CRMSHORT@ $147.50
$186.26-26.28%
since call Jun 25
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