2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
Tag: ADSK
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
Vertical software is expensive, but worth the investment
Vertical software, The official name of industry software should be vertical market software, which is software developed for a niche industry or for the needs of a unique customer group.
Deep dive on Snowflake’s competitiveness
A few days ago, I had a post on Snowflake “What company is Snowflake owned by Buffett? Where is its value?”. This is affiliated article to deep dive on on Snowflake’s competitiveness
There are indeed monopoly in this world
There are indeed monopoly in this world, Buffett said that a moat is the competitiveness of a business economy. Most companies have many competitors because a profitable industry attracts competitors to join in for a piece of the pie.
How does Autodesk make money? Why is the stock price so amazing?
How does Autodesk make money? Why is the stock price so amazing? I used Autodesk (ADSK) and Adobe (ADBE) as examples when explaining corporate moats in subsections 2-3 of the book “The Rules of Super Growth Stocks Investing”. About Adobe, you can refer to my two blog articles:
What is the metaverse? any related companies?
What is the metaverse? any related companies?