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$INTELLIGENCE · Spoon = Bent, Apple vs OpenAI, Snap Rips, Ads in BMW, The Most Feared (John B. Quinn) Live
now playing · $INTELLIGENCE
$INTELLIGENCEbullish· high· posgrace lee
Intelligence hits $60M ARR building intelligence marketplace for AI model evaluation
Design Arena's 5.6M users across 192 countries create a flywheel: designers get multiple AI-generated options (like real-world creative process), generating preference data that i…
$ALLOCATEbullish· high· possamir kaju
Allocate targets $10T wealth advisor market to unlock private asset allocation from 3% to 20%+
Private markets grew from $1T to $17T while wealth advisors manage $10T with only 3% in alternatives vs 20-50% for endowments; Allocate builds the infrastructure bridge for adviso…
$KAIZENbullish· high· posnikio
Kaizen builds Pentagon counter-drone marketplace in 9 weeks, targeting gov application layer modernization
Government software is bifurcated between legacy PE-owned point solutions and low-margin services firms; Kaizen delivers 10x better application-layer products in 90 days by integr…
$PERPLEXITYbullish· highjohn quinn
Ninth Circuit rules for Perplexity in Amazon CFAA case: user deploys agent, not company accessing
Foundational precedent for agentic AI: the Ninth Circuit held that Perplexity's Comet agent does not 'access' Amazon's computers under CFAA — the user downloads and deploys the ag…
$PERPLEXITYbullish· highjohn quinn
Ninth Circuit rules Perplexity agent not trespassing, legal win for agentic commerce
The Ninth Circuit held that Perplexity's shopping agent acts on behalf of the user, not as an independent trespasser on Amazon's servers, establishing a foundational precedent for…
$COGNITIONbullish· high· posart levy
Cognition scales Devon AI agent to 97 former founders, acquires Windsurf & Pokey, sees Japan as adoption leader
As an independent agent lab, Cognition wins by integrating Devon into existing enterprise toolchains (not replacing them) and solving the organizational redesign gap; Japan's soph…
$AIRTABLEbearish· highjohn coogan
Airtable acquired by Bending Spoons at 2.7x ARR, marking SaaS bust
Airtable's $11.7B peak valuation collapsed to a $1.285B enterprise value sale, clearing only the preference stack; single-point SaaS products face multiple compression from 40-100…
$AIRTABLEbearish· mediumjohn coogan
Airtable acquired by Bending Spoons at 2.7x ARR, 80% below $11.7B peak
SaaS valuation compression is structural: single-point solutions can no longer command 40-100x revenue multiples as growth slows and AI makes basic functionality replicable; the d…
$BSP···bullish· mediumjohn coogan
Bending Spoons emerges as Constellation Software of prosumer high-churn SaaS
Bending Spoons acts as a value-based buyer of last resort for distressed SaaS assets, right-sizing teams and running them efficiently for cash flow, creating a Constellation Softw…
$BSP···bullish· mediumjohn coogan
Bending Spoons emerges as Constellation Software of prosumer SaaS roll-ups
Bending Spoons is building a value-based roll-up platform for high-churn prosumer SaaS, buying at 2-3x ARR and right-sizing operations; it provides liquidity in a market with few…
$NOTIONbullish· mediumjohn coogan
Notion tenders at $11B with 600M ARR, >50% from AI-enabled customers
Notion's growth accelerated on AI adoption with over 50% of ARR from AI-enabled customers, justifying an $11B tender valuation despite SaaS multiple compression elsewhere.
$NOTIONbullish· mediumjohn coogan
Notion tender at $11B shows AI-driven growth acceleration vs Airtable stagnation
Notion's January 2026 tender at $11B (600M ARR) with >50% ARR from AI-enabled customers demonstrates that AI integration can re-accelerate growth in collaboration tools, making it…
$SNAP···neutral· mediumjohn coogan
Snap beats on revenue and subscriptions but loses Western users, trades at <10B on $6B run rate
Snap delivered 19% revenue growth and 85% subscription growth to $316M/quarter, but North America DAUs fell 7% and Europe fell 2%, leaving the stock cheap at under $10B market cap…
$SNAP···bullish· mediumjohn coogan
Snap delivers 19% revenue growth with operating leverage, but trades at <2x revenue on $6B run rate
Core advertising business is inflecting with AI-driven recommendation improvements and a $1.2B ARR subscription line growing 85%, yet market assigns minimal value due to Spectacle…
$INTELLIGENCEbullish· highjohn coogan
Intelligence hits $60M ARR with Design Arena, building intelligence marketplace
Intelligence's Design Arena uses human preference signals to improve AI models across design, gaming, and web creation, scaling to 5.6M users in 192 countries and aiming to become…
$ALLOCATEbullish· highjohn coogan
Allocate bridges $10T wealth advisor capital to private funds, only 3% in alternatives
Allocate connects independent wealth advisors ($10T AUM, only 3% in alternatives vs 20-50% for endowments) to private funds, unlocking massive new LP capital as private markets gr…
$KAIZENbullish· highjohn coogan
Kaizen builds Pentagon counter-drone marketplace in 9 weeks, modernizing gov software
Kaizen replaces legacy PE-owned point solutions and low-margin services firms with AI-native application layers, delivering 10x better citizen and administrator experiences; deplo…
$COGNITIONbullish· highjohn coogan
Cognition positions as independent agent lab, acquires founding teams, sees Japan adoption
Cognition's Devon agent integrates with existing tools rather than replacing them, pursues model-agnostic routing (OpenAI for security recall, Anthropic for precision), acquires f…
$SPCX···bullish· mediumjohn coogan
SpaceX first earnings: $7.8B revenue (+92% YoY), Starlink 4x launch business, AI segment $2.6B
SpaceX has transformed from a launch company into a connectivity and AI infrastructure platform: Starlink generates $4.3B (4x launch revenue) and is the profit engine, while the n…
$SPCX···bullish· highjohn coogan
SpaceX first earnings: 92% YoY growth, Starlink $4.3B, AI $2.6B surpass launch
SpaceX's debut public earnings reveal connectivity (Starlink) and AI segments now dwarf the launch business, with $7.81B revenue beating estimates, 92% growth, and a new Nvidia pa…