FORUM TRANSCRIPT – Consumption Transition, Sales & Operational Challenges

  • Public Equity
  • TMT
  • North America


Former VP at Inc


  •’s (NYSE: AI) overall operating environment and competitive dynamics across Palantir (NYSE: PLTR) and others, as well as co-opetition with cloud vendors
  • Acceleration of market adoption of AI capabilities, applicability of generative AI and’s positioning as a leading AI platform
  • Growth outlook as diversifies out of O&G (oil and gas) into defence and other verticals
  • Consumption pricing model transition, operating environment and outlook amid macroeconomic volatility
  • Recent short report raising issues around sales challenges, partnership friction, management problems and turnover


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