Oracle benefits as core storage infrastructure for the 10x enterprise data buildout.
Databricks, Snowflake, MongoDB, Oracle, Oracle, all these things.
+0.95%multi-year
Speakerguest
Nikesh Arora
@nikesharora / appears on all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, tbpn, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in
Verified record
64credibility
Speaker record
Anthropic out-executing OpenAI on enterprise/coding ARR by attacking the profit pools faster.
Anthropic seems to have improved their ARR much faster than OpenAI? I mean, that's just the statistic.
+3.54%3-12mo
Infrastructure software undervalued: enterprises will store 10x the data in 3 years to defend and run AI.
Infrastructure software undervalued.
+17.02%multi-year
AI-driven cyber threat boom raises terminal value of cybersecurity; Palo Alto on path to $1T from $238B.
Agent-readable speaker
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.