Thank you Jamin. It's always insightful to read from you every week. Could you add a section showing how valuation is affected by stock-based compensation across the industry?
Thx, Jamin. Great data and insights. I think of companies going after recycled budget money and or disruptive/ transformative budgets. If the company can capture both, that can yield to a lot of optionality. Similar to your thought on incremental to transformative.
Thank you Jamin. It's always insightful to read from you every week. Could you add a section showing how valuation is affected by stock-based compensation across the industry?
PLTR’s EV leadership shows how much of a premium the AI story is commanding
Thx, Jamin. Great data and insights. I think of companies going after recycled budget money and or disruptive/ transformative budgets. If the company can capture both, that can yield to a lot of optionality. Similar to your thought on incremental to transformative.