Company Overview - JFrog Ltd. is a technology company that specializes in software development lifecycle solutions, focusing on automating, securing, and managing software delivery at scale [6] - The company operates a subscription-based business model, generating revenue from software licenses, support services, and enterprise solutions for both cloud and on-premises deployments [9] Financial Performance - In the third quarter, JFrog reported revenue of $136.9 million, representing a 26% year-over-year increase, with cloud revenue growing by 50% and now accounting for nearly half of total sales [10] - Non-GAAP operating income was $25.6 million, resulting in an 18.7% margin, while free cash flow reached $28.8 million for the quarter [10] - The company maintained a strong net dollar retention rate of 118%, with the number of customers spending over $1 million annually increasing to 71 [10] Market Position - As of November 13, Shannon River Fund Management increased its stake in JFrog by purchasing 647,140 shares, raising its total holding to 863,924 shares valued at $40.89 million [2][3] - JFrog's shares were priced at $66.81, reflecting a 119% increase over the past year, significantly outperforming the S&P 500, which rose by 15% during the same period [3][4] Investment Insights - JFrog now constitutes 6.58% of Shannon River Fund Management's 13F AUM, indicating confidence in the company's long-term durability rather than a short-term trade [3][11] - Despite the significant price increase, the combination of accelerating cloud adoption, expanding enterprise spending, and rising cash generation suggests that JFrog may not become undervalued once the market fully recognizes its potential [11]

Core Viewpoint - GitHub announced a pricing adjustment for self-hosted runners under GitHub Actions, introducing a fee of $0.002 per minute starting March 1, 2026, which sparked significant backlash from the developer community [1][2][10]. Summary by Sections GitHub Actions Overview - GitHub Actions, launched in October 2018, is an automation platform primarily used for CI/CD, allowing developers to automate tasks related to their code repositories [4][6]. - The "runner" is a program that executes tasks defined in workflows, and GitHub provides two types: self-hosted runners and GitHub-hosted runners [7][15]. Pricing Changes - The new pricing policy will charge $0.002 per minute for self-hosted runners executing tasks in private repositories, while public repository usage remains free [8][9]. - GitHub will reduce the pricing for GitHub-hosted runners by 20% to 39% starting January 1, 2026, as part of a "simplified pricing and improved user experience" initiative [8]. Developer Reactions - Many developers expressed strong dissatisfaction with the new fee structure, feeling it unfair to pay for using their own hardware [10][17]. - Some developers calculated that their monthly costs could increase significantly, with one user estimating an additional $3,500 per month [17]. GitHub's Justification - GitHub stated that the costs of maintaining and improving the infrastructure for self-hosted runners were previously subsidized by the pricing of GitHub-hosted runners [12]. - The company emphasized the need for a pricing model that aligns costs with actual usage and the value provided to users [12][13]. Response to Backlash - In response to the backlash, GitHub decided to postpone the implementation of the self-hosted runner fee, while still proceeding with the planned price reduction for GitHub-hosted runners [20][21]. - GitHub acknowledged a failure to gather community feedback before announcing the changes and committed to better engagement with the developer community moving forward [22].

Coding agents are transforming how software gets built, tested, and deployed, but engineering teams face a critical challenge: how to embrace this automation wave without sacrificing trust, control, or reliability. In this 80 minute workshop, you’ll go beyond toy demos and build production-minded AI agents using Dagger, the programmable delivery engine designed for real CI/CD and AI-native workflows. Whether you're debugging failures, triaging pull requests, generating tests, or shipping features, you'll le ...