Tech commentator and podcast co-host discussing AI, Apple, and startup news; referenced as a participant in the show's discussions and humor segments.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
OpenAI is winning enterprise adoption at the frontier, gaining share from both Anthropic and net new usage, with pricing power sustained by competitive model performance and Anthropic's data retention issues delaying its enterprise traction.
With Pulley's shutdown, Carta now faces no meaningful competitor in venture-backed cap table management, benefiting from lawyer workflow lock-in and network effects that make displacement nearly impossible.