TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

miguel garcía

T3 · host / generalist

VP of Engineering at Factorial (HR unicorn), led the acquisition of JEP Code. Previously worked at Inditex for several years. Galician background with deep ties to Coruña tech ecosystem.

1 call·1 name·100% bull·last heard 4 months ago·itnig
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
$FACTORIALFactorialposition

Factorial acquires JEP Code to own integration layer and talent for AI-driven platform evolution

Factorial views JEP Code's integration platform as core infrastructure for its next growth phase, enabling decoupled, agent-driven integration development at scale while acquiring a high-caliber engineering team that would be impossible to hire individually.

itnig2026-05episode →

most discussed · click a bar to filter

  • $FACTORIAL

recurring themes

  • AI Infrastructure1
  • SaaS Business Models1
1 total
$FACTORIAL
Factorial
HIGHmiguel garcía·itnig·4 months ago·¿Cómo hemos comprado una empresa? | Podcast de itnig· position
Factorial acquires JEP Code to own integration layer and talent for AI-driven platform evolution
Factorial views JEP Code's integration platform as core infrastructure for its next growth phase, enabling decoupled, agent-driven integration development at scale while acquiring a high-caliber engineering team that would be impossible to hire individually.
"primero porque creo que eh la plataforma en sí es una parte core para factorial en nuestra evolución y segundo por el talento del equipo, ¿no? O sea, no solo queremos el software,…"
13:00
7
AI Infrastructuremixed
MCP protocol debate reflects tension between standardized agent interfaces and model-native API consumption
The industry is split on whether Model Context Protocol (MCP) adds value beyond existing API standards (OpenAPI, GraphQL). Proponents argue MCP provides agent-optimized tool descriptions; skeptics say improved models can directly consume well-designed APIs, making MCP a marketing-driven standard rather than technical necessity.
7
SaaS Business Modelstailwind
Factorial's cell-based horizontal scaling architecture enables sovereign data compliance and latency optimization
Factorial employs a sharded 'cell' architecture — identical software stacks deployed across multiple data centers (Frankfurt, LatAm, German sovereign cloud) with an API gateway routing tenants to their cell — allowing horizontal scale, data residency compliance, and reduced latency for global customers without multi-tenancy complexity.