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$FIG · He Built The Revenue Engines for Google, Facebook & Square
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$FIG···bullish· medium· posunknown
Figma displaced Sketch via bottom-up self-serve adoption
Figma infiltrated enterprises through individual designers bringing it from prior companies, eventually displacing incumbent Sketch without top-down mandate — a testament to self-…
$CRM···neutral· mediumunknown
Salesforce defends system of record by cutting API access to AI agents
Salesforce (via Slack) is blocking API access to AI companies like Glean to prevent them from treating Salesforce as a dumb database, forcing AI natives to build full platforms in…
$ZEN···bearish· highunknown
Zendesk endangered by AI agents siphoning seat-based revenue
Seat-based pricing models like Zendesk's are most vulnerable because AI agents can sit alongside the product and gradually siphon off seats, turning a one-way door decision into a…
$SLACKbearish· mediumunknown
Slack's short data half-life makes it vulnerable to AI displacement
Slack's conversational data has a very short half-life compared to ERP or CRM records, reducing its moat as a system of record and making it more susceptible to AI-native replacem…
$ORCL···bullish· mediumunknown
NetSuite's ERP data moat provides durability against AI disruption
ERP systems like NetSuite own timeless, mission-critical business data with high switching costs, making them insulated from AI-native competitors who cannot easily replicate the…
$OPENAIbullish· mediumunknown
OpenAI combines intent and identity for unparalleled ad targeting
ChatGPT possesses both high-intent search signals and verified user identity, creating a unique advertising surface that combines Google's intent with Facebook's identity — the 'd…
$APP···bullish· highunknown
AppLovin's outcome-based ad model drives $100B+ valuation
AppLovin built a massive infrastructure controlling buy side, sell side, and middleware to deliver mobile app installs at a guaranteed cost, proving the outcome-based advertising…
$TTD···bullish· mediumunknown
Trade Desk wins as exclusive demand partner for large advertisers
The Trade Desk captures large advertiser budgets (e.g., P&G) by becoming the exclusive provider for display spend outside walled gardens, controlling distribution and auction mech…
$CURSORbullish· mediumunknown
Cursor exemplifies self-serve PLG infiltrating enterprises bottom-up
Cursor's self-serve adoption by individual engineers across nearly every large company demonstrates how product-led growth can bypass top-down sales and achieve ubiquitous enterpr…
$PLTR···bullish· mediumunknown
Palantir's outcome-based selling model commands premium pricing
Palantir engages customers by offering to solve their most important business problem in 6 months with payment only upon success, aligning pricing with delivered outcomes and just…