Jul. 10 at 7:00 PM
$DT I like this one, too. Observability IS absolutely CRUCIAL for AI agents and even robots for that matter. The market's getting a little carried away with this dump software trade. Just because companies capex budgets will expand to take advantage of the equipment expensing doesnt mean their appetite for Ai solutions. I'm sorry, but, my local law firm, grocery store, lawn care company, doctors office etc aren't buying GPU's just because of equipment expensing. No one down the cap scale can afford it. haha You can say what you want about "edge computing", but the good stuff will be behind a paywall-- how else do the device companies monetize? You don't invest
$100's of billions for mere value add services. I'll take the contra software bet a long with the hardware bet.
$QQQ