glenn weinstein

T2 · manager / operator

US Naval Academy graduate and former naval aviator; previously Chief Customer Officer at Twilio, co-founder and CTO of own startup; joined Cloudsmith as CEO in 2023 to lead enterprise pivot from Belfast, Northern Ireland.

2 calls·2 names·100% bull·last heard 5 months ago·Scaling Europe
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
$CLOUDSMITHCloudsmithposition

Cloudsmith CEO sees cloud-native architecture winning enterprise artifact management from legacy incumbents

Cloudsmith's cloud-native, multi-tenant architecture delivers superior scale, performance, and reliability versus single-tenant incumbents JFrog and Sonatype, enabling systematic market share gains in Fortune 500 accounts with 100%+ annual growth targeting.

2ndmedium conviction
$FROGJFrog

JFrog positioned as winner in software supply chain as AI agents accelerate autonomous development

JFrog serves as public proxy for Cloudsmith's category; as software development shifts to AI agents building faster and more autonomously, demand for software supply chain context and guardrails increases, placing artifact management platforms in the 'winner column'.

most discussed · click a bar to filter

2 total
$CLOUDSMITH
Cloudsmith
HIGHglenn weinstein·Scaling Europe·5 months ago· position
Cloudsmith CEO sees cloud-native architecture winning enterprise artifact management from legacy incumbents
Cloudsmith's cloud-native, multi-tenant architecture delivers superior scale, performance, and reliability versus single-tenant incumbents JFrog and Sonatype, enabling systematic market share gains in Fortune 500 accounts with 100%+ annual growth targeting.
"So cloudsmith got one thing right that attracted me to a company just to become CEO which is building on a cloudnative uh platform. It's a bit shocking to me that the two market l…"
14:14
$FROG
···
JFrog
JFrog positioned as winner in software supply chain as AI agents accelerate autonomous development
JFrog serves as public proxy for Cloudsmith's category; as software development shifts to AI agents building faster and more autonomously, demand for software supply chain context and guardrails increases, placing artifact management platforms in the 'winner column'.
"You see JROG which is a public company and you can sort of think of as a proxy for the fortunes of cloudsmith is is typically viewed in the winner column of what happens to the so…"
7:52