Software hit hard by AI, seen worldwide, with Morgan Stanley’s index of software-as-a-service (SaaS) stocks trading this month at 23 times expected earnings. That’s half its average over the past decade and the lowest level in Bloomberg data going back to 2014.
Category: Software
How Figma makes money? What is the value of Figma?
Figma is more than just an interface design tool; its true purpose is to help teams transform ideas into software. While Figma’s user community has driven its evolution in various ways, its core remains centered around the core principle of “how to transform ideas into products.”
Wix, the leading brand of online website building
According to data from W3Techs, a technology survey website, as of September 2023, 2.5% of websites worldwide use Wix. As of the latest report in June 2024, Wix has over 260 million users worldwide.
Cisco, ex-biggest company, the representative of dot-com bubble
Cisco (ticker: CSCO) was founded in 1984 by a pair of computer scientists from Stanford University, Leonard Bosack and Sandy Lerner.
Key points from Munger Daily Journal’s 10 years of shareholder meetings
I spent some time reading through all the transcripts of the Q&A of Munger Daily Journal (ticker: DJCO)’s sessions at shareholder meetings during his 10 years (2014-2023) . Summarized my personal thoughts and ideas in the article you are reading now.
The value of Palantir, pros and cons of Palantir investment
Palantir’s reliable revenue, it has long relied on bids from the U.S. government and a handful of Western allies that are very close to the United States. Palantir’s top management certainly knew the urgency of this issue, so they began to use their own advantages to establish relationships with business partners, hoping to change the single nature of the company’s business and expand the company’s products to customers outside the government, or to Application scenarios other than military and national security.
Deep Dive on SoundHound, the top AI Voice expert
SoundHound provides white-label (similar to ODM foundy) solutions, a market that tech giants cannot and are unwilling to enter. This approach gives businesses full control over their brand, user profile, and voice assistant functionality, a key differentiator for companies wary of sharing sensitive information.
Chinese AI progress and top companies
Chinese AI is not just DeepSeek. Nearly half of the world’s top AI researchers come from China, and only 18% come from the United States. China owns 65% of the world’s artificial intelligence patents.
DeepSeek routed the global AI and stock
DeepSeek’s independently developed MLA architecture and DeepSeek MOE architecture have played a key role in reducing its model training costs.
AI Agent will be the next wave of software industry
AI Agent is a program that can perform long-term tasks with little need for human supervision during the execution of the task