TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$ZIPLINE · Calacanis and Baker back Zipline as drone delivery finally works at scale
now playing · $ZIPLINE
$PARLOAbullish· medium· posbrad gerstner
Gerstner owns Parloa: European agent-native customer-service play
European agent-native customer-service company in the same space as Sierra; rebuilding incumbent software for the agentic era, with potential as an acquisition target for the larg…
$DRIVENETSbullish· high· posgavin baker
Gavin Baker backs DriveNets on AI-networking reinvention thesis
Private networking company attacking the disaggregation of inference; positioned to make specialized AI chips work together efficiently as part of the coming infrastructure and ne…
$ANET···bullish· high· posgavin baker
Gavin Baker rides networking super-cycle: long Arista on inference disaggregation
As data centers specialize and inference workloads disaggregate (prefill/decode), networking must be reinvented to orchestrate heterogeneous chips; Arista is a publicly held benef…
$SIERRAbullish· mediumbrad gerstner
Brad Gerstner eyes Sierra: agent-native Salesforce with M&A optionality
Brett Taylor's Sierra is building agent-native sales, marketing and customer-service software; downside is OpenAI/Anthropic encroachment, upside is acquisition by Meta, Google or…
$VAST-SPACEbullish· high· posjason calacanis
Calacanis bets on Vast: falling launch costs make space stations winnable
As SpaceX drives launch costs down, demand for what gets put into space rises; Vast is building space stations and Calacanis invested directly and via SPV, believing they will win…
$ZIPLINEbullish· high· posjason calacanis
Calacanis and Baker back Zipline as drone delivery finally works at scale
Autonomous drone delivery (a tethered drop, no landing) can cut delivery cost from $15 toward $2, driving massive consumption; battle-tested over seven years delivering medicine i…
$REVOLUTbullish· mediumchamath palihapitiya
Chamath turns to Revolut: next-gen neobank unbundling the incumbents
Neobank with a fully modern stack unbundling legacy banks; strong European traction, a star founder, tens of millions of customers across 14 lines of business, and a US expansion…
$NEURA-ROBOTICSbullish· mediumjason calacanis
Calacanis flags Neura Robotics: quiet German AI logistics-robotics winner
German AI-powered logistics-robotics company operating away from Silicon Valley hype, with quiet big-name backers and roughly $100M revenue; a secondary pick outside the crowded t…