muji @ hhhypergrowth @hhhypergrowth
Hypergrowth investor doing research into the tech behind the SaaS. Now with a premium newsletter, plus free articles monthly. -muji hhhypergrowth.com Joined July 2020-
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today in premium - a look at Samsara's strong Q2, with one caution $IOT
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GitLab's CFO leaving quick to head to Snowflake $GTLB $SNOW linkedin.com/feed/update/ur…
Microsoft $MSFT CFO giving a SaaS master class on Q425 earnings. "I think sometimes people get a lot of energy around cost control as a driver of margin. The other driver is to focus on making sure you deliver a great product that's competitive and innovative and can take share,…
muji @ hhhypergrowth retweeted
It’s very rare that you get the gift of investors puking an entire industry in unison with almost zero discrimination toward long-term business value Don’t waste the moment. Time to sharpen your pencils
this week in premium: A look at Cloudflare $NET earnings and its moves into content layer monetization around agentic AI and a look at Axon $AXON earnings and its AI, Fusus, and Drone directions - and new FAA proposed regs that greatly boost those DFR ambitions from here
OpenAI announces GPT-5 today: openai.com/index/introduc… It is a unified set of models between regular LLM for most questions, deeper reasoning (GPT-5 thinking), and a router to go between them.
muji @ hhhypergrowth retweeted
If you're a late-stage software company with $300M+ of last-twelve-months revenue, a compelling AI story, and growing 40-50% with strong unit economics, the public markets are now wide open :).
muji @ hhhypergrowth retweeted
@plantmath1 Fastly $FSLY vs Cloudflare $NET scorecard a few years later...
aww thx @plantmath1, ye ole fintwit days of Fastly $FSLY vs Cloudflare $NET still here with a premium and free blog with deep explorations of high-quality tech names like $NVDA $NET $RBRK $AXON $IOT $FIG $CYBR $MNDY $CRWD ... and finding issues in $OKTA $CFLT $S $TWLO
aww thx @plantmath1, ye ole fintwit days of Fastly $FSLY vs Cloudflare $NET still here with a premium and free blog with deep explorations of high-quality tech names like $NVDA $NET $RBRK $AXON $IOT $FIG $CYBR $MNDY $CRWD ... and finding issues in $OKTA $CFLT $S $TWLO
Figma $FIG ended its first day on the market at a $67B market cap. Sheeesh!
over the past week and half in premium, 3 dives into Figma $FIG their dominance in UI/UX design, their product suite, their GTM motions, the major pricing change in March, and growth vectors from here $ADBE $GTLB $GOOG $MSFT $MNDY Miro and Notion
Today in premium: A walk through Figma's product lines and where it is heading in marketing and web app tools $FIG and of interest to $ADBE $MSFT $GOOG $MNDY $GTLB $TEAM ... Notion, Miro and Canva too
This week in premium: a look at Figma $FIG and its product lines and growth vectors
TSM rev up +38% or +44% in USD CEO: “Recent developments are positive for AI's long-term demand outlook. The explosive growth in token volume demonstrates increasing AI model usage and adoption, which means more computation is needed, leading to more leading-edge silicon…
coming to Premium (after the holiday weekend): a look at what Samsara $IOT announced at Beyond in June, and the competitive landscape including Motive also recent pieces catching up on Cloudflare $NET and earnings takes on $AXON $IOT $RBRK and $NVDA
last week in premium: catching up on Cloudflare $NET, over its GTM enterprise revamp, Workers & AI maturation, financial perf, multi-cloud moves, and potential S-curves likely of interest to other next-gen sec players like $ZS $PANW $CYBR $FSLY $CSCO $GOOG $MSFT
looks like $META has hired away 7 diff Open AI researchers in past 2 weeks techcrunch.com/2025/06/28/met…
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