Potrebbero piacerti
We both worship and misunderstand Efficiency. And then there is FRICTION-MAXXING: csunerd.substack.com/p/dont-delete-… #AI $CSU.TO
How to Prep for AI in Software from a $CSU.TO lens: csunerd.substack.com/p/extreme-prep…
When it comes to AI and how it'll spread in tech including companies with the umbrella of $CSU.TO $CSU, here's one way I look at things: csunerd.substack.com/p/water-seeks-…
Here's my take on who's selling as $CSU.to stock price drops: csunerd.substack.com/p/constellatio…
Gonna start writing on X again but figure that I'll do it on Substack too for longer term content on all things $CSU and #AI. Follow, subscribe if interested. One CSU thought a day: csunerd.substack.com
$CSU.TO
Latest from Giverny Cap - David Poppe - Q4 Letter 'I think over time that, whatever changes artificial intelligence (AI) models bring to our lives, owning a portfolio of high-performing businesses that includes the country’s largest air conditioning and plumbing supplies…
Gonna say it once and for all. $CSU.TO's software is not going away. What may -- emphasizing may -- go away is their customers' existing org in running their business. Balance of their depts, number of people and automations in each dept and how those depts hand things off.
$CSU.to
Topicus is actively implementing AI across its domain platforms. “Our current systems remain essential as the trusted data backbone. But AI enables a new layer: systems that don’t just support, but actually take work off people’s hands and optimize processes.” $TOI.V $TOI $CSU
Same goes for vibe-coded AI VMS software. $csu.to
You can be the most talented person in the world, but if no one knows you exist, it doesn’t matter.
Wait and let me get this straight ... Are we saying that the AI model is a service now that we just hook up (ie commodified)? ... and that we care about the what it does to meet our goals?!? $CSU.to
why @clawdbot is nuts: 1. your context and skills live on YOUR computer. not a walled garden and you can switch models with one command 2. it's open source so you're not paying anyone for insane value 3. it has a growing community building skills for it - this is compounding rn…
$CSU.to I endorse this message. 😅 Seriously though, valid arguments for why incumbents, trust, domain expertise will continue to be the moat if not widen it for VMS type companies.
Can we call a spade a spade? Or in this case an Elephant. To all those #SaaS #AI #Tech armchair pundits be it from the tech, investing, business, engineering, sales, customer worlds, let's call this our "elephant" moment: constitution.org/2-Authors/jrol… $CSU.to $CSU
This is one of the most overlooked aspects of our AI Revolution. #AI $CSU.to $CSU $TOI.v $LMN.v
the technical moat in ai is almost gone, and the only remaining moats are distribution and data. if you're not a foundation models lab with billions in compute, you're just in a bucket of companies competing on who has access to customers and who has access to unique training…
exactly. having been in software for a decade, this is exactly what we've been pointing out for 18 months now. $CSU.to
Those people saying "SaaS is done" clearly haven't worked on real internal tools. Building something quickly is easy but maintaining it isn't. Internal projects need upgrades, bug fixes, onboarding docs, security patches, and someone to own them long after the original coder has…
big might take time. but i would argue smaller might be even harder. margins are low, but remember guys it's distribution, sales and marketing. how do you get it front of customers? $CSU.to
everybody saying saas is finished because of ai but i still haven’t seen a vibe coded salesforce or slack people out here running 100 claude codes in parallel and yet… literally not a single big saas has been replaced by ai code lol
Mr. Market is not happy to hear how durable $CSU.to's moat is nor how much it'll make in FY27+. This market is not having it. Mr. Market is manic after all. Counterintuitively, it might serve as a signal for rationality to come back into CSU's multiples.
$LMN.v $TOI.v $CSU.to
$LMN.V $CSU.TO Leveraging AI with Purpose and Responsibility Across our companies, AI moved from concept to execution. Teams applied AI to support R&D, streamline workflows, and enhance customer experiences, always with a focus on responsible use and measurable outcomes. Our…
$CSU.to $CSU I think this is largely true. NFA, but I do think the sentiment is not calibrated well right now.
The software (SaaS) sector is facing an "Apocalypse". leaders like Salesforce ($CRM), ServiceNow ($NOW), Veeva ($VEEV), and Constellation Software ($CNSWF)are down 40% to 50% from their highs over fears "Agentic AI" will eat their lunch by automating the very tasks these…
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