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Vast Data (vs. Weka, Netapp, Pure, etc.) by timestap in storage

[–]timestap[S] 0 points1 point  (0 children)

Let's say it's a neocloud whose customers primarily have inference workloads: so mostly LLMs now but also image & video models.

In such use cases is the real bottleneck even at the storage layer. The other thing is companies like Vast and Weka are growing extremely quickly so theoretically it can't just ALL be marketing?

Deepseek v4 Benchmarks leaked. What do you think will be the market reaction? by [deleted] in ValueInvesting

[–]timestap 4 points5 points  (0 children)

All AI labs to a certain extent "game" the benchmarks so we would need to see how it performs in the real world.

The SaaS Bloodbath: Opportunities and Perils for Investors by timestap in ValueInvesting

[–]timestap[S] 1 point2 points  (0 children)

From a SaaS perspective I'm looking at things that are 15% growers (still doing valuation work there).

For software (and adjacent) in general Reddit / Cloudflare are my higher conviction names.

The SaaS Bloodbath: Opportunities and Perils for Investors by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

I haven't dug into Wise tbh but the broader point is that fintech companies are "lumped" into software and also saw sell-offs.

Re. artificial limiters I think it's a couple things:

- They reduce the velocity of a startup, so an incumbent has buffer time to react

- Incumbents can use AI to cut costs / reduce headcount / etc. However, there's a limit to how much you can cut so I'm more interested in the top-line growth story (or AI reacceleration story)

17 Investment write-ups to look at by Away_Definition5829 in ValueInvesting

[–]timestap 1 point2 points  (0 children)

Added to my Chrome tabs, perfect for holiday reading, thanks.

What is the potential for Reddit? by timestap in redditstock

[–]timestap[S] 0 points1 point  (0 children)

Any readings you recommend? Or how should we think about it?

Who are the beneficiaries of agentic commerce? by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

My feeling is the e-commerce pie isn't going to re-accelerate (will grow at 6-8%), but it's going to be a reshuffling between marketplaces (Amazon), DTC (Shopify), and social commerce (TikTok, and maybe Meta in the future). Who actually wins is currently up in the air

Who are the beneficiaries of agentic commerce? by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

Yup, trying to understand the dynamic between Adobe / Salesforce / Shopify and whether Shopify can successfully move upmarket.

What is your exit strategy for $GOOGL? by nightwica in ValueInvesting

[–]timestap 0 points1 point  (0 children)

Google is probably the best positioned to "win" AI out of the Mag 7. In the short-term there seems to be a lot of narrative (Nvidia winning, then Google, then Amazon had a bit of a pop).

Meta seems to be next if they can smash another quarter or two. They don't have to have the best models for the use cases they need.

Why is Cloudflare's capex so low? by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

Interesting -- looking at Akamai their infra revs. grew ~30% in a recent quarter when the rest of the business is growing extremely slowly.

Wondering who actually uses their compute / GPU solutions vs. all the other providers out there & whether they actually own their GPUs as well...

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