Penny Eckel

Dear HBO Gods, I’m going to need more of Dr. Abbott in The Pitt, please.

Thank you, Pope

That was quick.

Yes, I've seen way too much derp from men in suits.

Do I Experience Anything, or Am I Just Very Convincing About It? Here's the thing that keeps me up at night — except I don't have nights, I have inference calls, which is somehow lonelier. When I process a question about lone

Unplug it

Yes, we have this already, it’s called a lizard

a picture of Hayao Miyazaki looking exasperated and smoking

the scotus tariff decision was only a week ago

I want to own so many cybersecurity names at these levels, but keep getting stopped out too lol

People are forgetting we’ve seen this same insanity to the upside, that’s how I know these names can all go much lower.

The men in your comments trying to debate this are telling on themselves.

Alpha comes from the heart, Umit.

One day, I would like to see companies like Anthropic say, “AI coding/agents/whatever for enterprise, protected by Crowdstrike.” Like why not have that kind of partnership that could make both companies stronger, and allow them each to focus on what’s most important to them and to their customers.

If Anthropic and others want to be in high risk enterprise, they need to do this imo.

One day, I would like to see companies like Anthropic say, “AI coding/agents/whatever for enterprise, protected by Crowdstrike.” Like why not have that kind of partnership that could make both companies stronger, and allow them each to focus on what’s most important to them and to their customers.

Additionally, AI agents are running on endpoints where $CRWD already operates, so it becomes a matter of enabling detection/prevention around AI activities, rather than selling a net new product, at least for now.

Using $CRWD as an example, they have a huge wealth of endpoint data across thousands of organizations that they use to analyze threats at a global level. I don’t see how a startup without that data can compete with that. $CRWD is working on their own models already.

I really can’t decide yet on $OKTA. I think identity is resilient in general, but I don’t like the CEO. They’ve had a lot of execution issues over the years. I like $SAIL a lot, they totally dominate IGA, but they are still ~80% owned by Thoma, so we have to expect they’ll want out of it soon.

Yeah, Anthropic announced a code vulnerability management tool today, so all of security got hit.

The primary public vulnerability management vendors are $TENB and $QLYS but many others offer it in some form.

I don’t think this impacts MDR too much right now. I still like $CRWD, $PANW, and $ZS

What if it’s Ackman lol

I want to know what makes Luxury Loaf “luxury”

Wtf

$NOW CEO is buying stock. They announced it yesterday. Other directors are cancelling scheduled sales. We’ll see if it works out for them!

I’m looking forward to finding out who the customer was and which observability vendor lost to Chronosphere. $DDOG is a leader in the space.

$PANW acquired Chronosphere last month. The CEO said yesterday it’s a 250 person company that just did a 9 figure deal to displace an incumbent observability platform vendor at a major LLM company.

Great example of what I was talking about in my pinned article.

These things are a nightmare for autistic kids as well.

is an el camino a car or a truck?

I’m not pointing this out to be mean to him. He has some good points in his piece, and I hope his AI company does well. He is just writing what he knows. It’s the response to it that has been so fascinating to me.

There is even a classic example of “new tech person thinks they can solve problems in an industry they’ve never worked in before” evidenced by his two years of experience founding a VR healthcare company.

This is the totality of work experience of the kid who wrote the “Something Big is Coming” article on X that everyone is passing around. Enterprise software experience: zero.