4Layer
@4Layer123572
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Joined November 2023
Read this in Barron’s this morning. It will be extremely important for hyperscalers, neo clouds, etc to prove roi. I still believe software will be the ultimate beneficiary. Additionally, $PEGA has a really good call out investors should take a listen
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Looking for a $Meta expert here. Pulled this from the Q3 10Q. Any idea on the ROI with these large investments? This company is a cash cow, but does any of this make sense.
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$CSU $CSU.TO Fintilect acquired by Volaris Oct 2025. A fintech company powered by AI, that was also making AI acquisitions in 2024. https://t.co/ZF1TOcdOQZ
fintilect.com
Fintilect delivers hyper-personalized digital banking solutions to financial institutions, empowering them to adapt, respond and prosper. Find out more.
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$CSU $CSU.TO Harris acquires GlobalMeet. The snowball continues to roll. https://t.co/NsbduMt6a8
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Great interview below from i2 Group. An intelligence company serving governments and national security agencies. Guess who owns this??? https://t.co/tWkSP3hhjk $PLTR $CSU
i2group.com
Join Zach Beus as he talks with Lane Cooper about US border security, from the perspective of the technology enabled intelligence arena.
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Software is the most hated sector. Reminds me of the $Uber vs taxi disruption. But I have yet to find credible evidence that software companies margins are shrinking, growth is slowing, and vendors are switching to AI native companies. If anyone can find evidence of this pls dm
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Private credit issues could be a win creating more distressed deals for $CSU.TO $CSU
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Last thing, most people think $CSU $CSU.TO $TOI.V just buys companies, they also buy the relationships and networks of these founders and CEO’s. Once acquired they can leverage these networks and relationships for additional deals. You can’t vibe code that.
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$CSU $CSU.TO $TOI.V is obviously adopting and implementing AI across the portfolio, however AI will allow them to close deals and deploy more capital using capabilities like Agentforce to contact and nurture more VMS companies
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IMO AI actually creates a barrier to entry for VMS from new entrants ie vibe coding. The barrier being the Data.
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Just finished the $CRM Dreamforce conference, lots of overlap with VMS in a good way with how customers interact with software providers. Start at the 2 hour mark when Benioff starts. $CSU $CSU.TO $TOI.V
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WOW!!! @OrlandoBravoTB just dropped a masterclass on Software Private Equity AI. Valuations. Exits. Notes from his latest interview ⬇️
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It will be difficult for AI grifters to steal business from $CSU.TO $TOI.V
This story from @chamath on the experience of 8090 trying to sell software to PE is an almost perfect example of the differences between PE & VC. So 8090 meets with a bunch of PE Partners and pitches the idea that they can do custom built, AI native software, that can make you
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