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Aaron Levie — sniff.trade

Aaron Levie

1 episodes · 2 trades · 1 speakers

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@levie

1mo

The past couple months we may be witnessing what the Applied AI layer will look like at…

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PLTRLONGPalantir's FDE model is the exact Applied AI enterprise playbook Levie describes as building durable moats$122.73-6.69%›NOW

NOWLONGServiceNow's deep enterprise workflow roots make it a prime beneficiary as agentic AI complexity drives moats for embedded incumbents$111.79+14.46%›