Palihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
“They shipped tokenmax. Like softmax but optimized for ARR… https://t.co/smD0eXM637”
Palihapitiya corrects commenter mixing equity value with enterprise value on Airtable sale
“@deedydas You’re mixing up equity value with enterprise value.”
Palihapitiya questions whether recurring in ARR actually means recurring for Anthropic
“@zerohedge Because the word “recurring” in ARR may not actually mean recurring?”
Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”
Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”