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brian

T2 · manager / operator

Brian Elliot is CEO of Blitzy, an autonomous software development platform for enterprises. West Point graduate, Army Ranger, served in Syria. Co-founded Blitzy with Sid (from India) after meeting at HBS. Raised $200M at $1.4B valuation. Blitzy uses multi-model orchestration for large-scale code generation.

2 calls·2 names·50% bull·last heard last month·Bloomberg Tech+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BLITZYBlitzyposition

Raised $200M at $1.4B valuation for enterprise-scale autonomous software development

Blitzy operates as an orchestration layer using multiple frontier models to achieve dramatic quality gains through cross-model verification, targeting large-scale enterprise refactoring and modernization with 500K-1M lines of code per task, not launching own models.

Peter H. Diamandis2026-05→
2ndmedium conviction
$SBUXStarbucks

Starbucks builds own AI tools to replace Microsoft and IBM software, exemplifying software disruption

Starbucks using AI to 'vibe code' custom inventory, sales, and customer service applications demonstrates how AI-native tools erode legacy software pricing power. Companies creating internal services instead of buying SaaS validates bear case for traditional software vendors.

Bloomberg Tech2026-07→

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recurring themes

2 total
$SBUX
···
Starbucks
MEDbrian·Bloomberg Tech·last month
Starbucks builds own AI tools to replace Microsoft and IBM software, exemplifying software disruption
Starbucks using AI to 'vibe code' custom inventory, sales, and customer service applications demonstrates how AI-native tools erode legacy software pricing power. Companies creating internal services instead of buying SaaS validates bear case for traditional software vendors.
"THIS EXEMPLIFIES THE BAYER CASE SCENARIO, CUSTOMERS INSTEAD OF USING THE SOFTWARE PROVIDERS FOR THESE DIFFERENT FUNCTIONS WILL INSTEAD BE CREATING THEIR OWN SERVICES THROUGH THESE…"
25:30
$BLITZY
Blitzy
HIGHbrian·Peter H. Diamandis·3 months ago· position
Raised $200M at $1.4B valuation for enterprise-scale autonomous software development
Blitzy operates as an orchestration layer using multiple frontier models to achieve dramatic quality gains through cross-model verification, targeting large-scale enterprise refactoring and modernization with 500K-1M lines of code per task, not launching own models.
"We are the most inference compute intensive version of code generation. So we're good today for anthropic, good today for OpenAI, good today for Gemini. But what's unclear to the…"
67:30