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Feb 07
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LONG
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Brad Gerstner
Altimeter Capital / CEO
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While application SaaS is crashing, Data Bricks and Snowflake (SNOW) are re-accelerating revenue growth (Data Bricks growing 60%+ at scale). AI models are useless without structured data. These platforms are the "picks and shovels" for the AI transition. Companies must clean and transform data in these environments before they can deploy agents. Long. Capital spend is shifting from front-end applications to back-end data infrastructure. Valuation concerns if the broader software sell-off drags down high-beta infrastructure stocks. |
All-In Podcast
Epstein Files, Is SaaS Dead?, Moltbook Panic,...
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