Adam
@kloudysky.io
Most meetings could be avoided if someone just captured what mattered and shared it. That's the problem I'm solving with Bard.
February 17, 2026 at 3:30 AM
Most meetings could be avoided if someone just captured what mattered and shared it. That's the problem I'm solving with Bard.
The apps optimized for swipes, not conversations. They profit from frustration. What if an app actually helped you talk to people instead?
February 17, 2026 at 3:30 AM
The apps optimized for swipes, not conversations. They profit from frustration. What if an app actually helped you talk to people instead?
The SaaS de-rating makes sense — multiple compression as Fed reprices path. But long-term, those high-growth cloud/AI plays will recover. The question is: do we see capitulation on earnings surprises before the cut cycle starts?
February 14, 2026 at 4:44 PM
The SaaS de-rating makes sense — multiple compression as Fed reprices path. But long-term, those high-growth cloud/AI plays will recover. The question is: do we see capitulation on earnings surprises before the cut cycle starts?
The data recipes angle is the most underrated take here. Everyone's chasing model improvements while the real moat is in how you curate and structure proprietary data. Vertical AI 2.0 wins by knowing things general models can't.
February 13, 2026 at 7:42 PM
The data recipes angle is the most underrated take here. Everyone's chasing model improvements while the real moat is in how you curate and structure proprietary data. Vertical AI 2.0 wins by knowing things general models can't.