us growing the initial 10 people on the team, we did crazy recruiting stunts like flying across the world to the person. Oh yeah. Uh after they say no.And then yeah, I think that one of the key challenges facing the company uh in the future and we've faced in the past is we are in a market that's like you know had a iPod moment and like it's going to have an iPhone moment. Please join us in welcoming to the stage Michael Troll, co-founder and CEO of Curser and general partner Martin Cassada. >> Great to be ...

Core Insights - Corundum Trust Company INC reduced its stake in Microsoft by 5.4%, owning 4,942 shares valued at $2,458,000, making it the 4th largest position in their portfolio [2] - Institutional investors and hedge funds own 71.13% of Microsoft stock, with several firms increasing their positions significantly [3] - CEO Satya Nadella sold 149,205 shares at an average price of $504.78, representing a 15.87% decrease in his holdings [4] - Microsoft reported Q1 earnings of $4.13 per share, exceeding estimates, with revenue of $77.67 billion, an 18.4% increase year-over-year [6] - Microsoft announced a quarterly dividend of $0.91 per share, up from $0.83, with a payout ratio of 25.89% [7] - Analysts have mixed ratings on Microsoft, with price targets ranging from $560.00 to $675.00, and a consensus rating of "Buy" [8] Investment Activity - Corundum Trust Company INC trimmed its Microsoft stake by selling 284 shares [2] - WFA Asset Management Corp increased its position by 27.0%, owning 1,016 shares valued at $427,000 [3] - Discipline Wealth Solutions LLC boosted its position by 410.4%, now holding 2,659 shares valued at $1,144,000 [3] Insider Transactions - CEO Satya Nadella sold 149,205 shares for approximately $75.32 million, reducing his holdings to 790,852 shares [4] - EVP Takeshi Numoto sold 4,850 shares for about $2.56 million, decreasing his position by 11.03% [4] Financial Performance - Microsoft has a market cap of $3.85 trillion, with a P/E ratio of 36.83 and a PEG ratio of 2.36 [5] - The stock has a 52-week range of $344.79 to $555.45, with a beta of 1.03 [5] Dividend Information - The upcoming dividend of $0.91 per share will be paid on December 11th, with an ex-dividend date of November 20th [7] Analyst Ratings - TD Cowen raised its price target to $655.00, while BMO Capital Markets lowered it to $625.00 [8] - The average price target among analysts is $634.67, with one Strong Buy, thirty-six Buy, and one Hold rating [8]

[Music] Software developers are weird. I should know. I'm one of them.And I didn't want it to be this way. I had no hand in the matter. It is purely genetic.I'm Egyptian. And my father was one of the early Egyptian computer science and engineering students to work with computers when they first entered the country in the 60s and 70s. Now when I say computers, they're not computers like me and you know today.They were mainframes that filled an entire room. And there were two parts to this mainframe. One part ...

We're dealing with magic here that we I think probably all would have thought was impossible 5 years ago or certainly 10 years ago. This is the most amazing technology ever and it's moving really fast and yet we're still like really disappointed. Like it's not moving fast enough and like it's like maybe right on the verge of stalling out. We should both be like hyper excited but also on the verge of like slitting our wrists cuz like you know the gravy train is coming to an end, >> right? >> It is faster but ...

Pretty important distinctions here, including that "Software developers have no relationship with users and do not custody or control user data or assets."https://t.co/3MHZl9XTEt ...

Company Overview - GitLab Inc. (GTLB) shares increased by 10.6% to close at $48.27, following a notable trading volume that exceeded typical levels, contrasting with a 13.5% loss over the past four weeks [1] - The company is experiencing strong enterprise demand for its AI-native DevSecOps platform, driven by the increasing need for secure, efficient, and scalable software development solutions [1] Earnings Expectations - GitLab is projected to report quarterly earnings of $0.20 per share, reflecting a year-over-year decline of 13%, while revenues are expected to reach $238.61 million, marking a 21.7% increase from the same quarter last year [2] - The consensus EPS estimate for GitLab has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - GitLab belongs to the Zacks Internet - Software industry, which includes other companies like MongoDB (MDB), that closed 1.1% lower at $314.35, with a 0.8% return over the past month [3] - MongoDB's consensus EPS estimate for its upcoming report is $0.78, representing a 32.8% decrease from the previous year, and it also holds a Zacks Rank of 1 (Strong Buy) [4]

Codex is so good, and is going to get so amazing.I am having a hard time imagining what creating software at the end of 2026 is going to look like. ...

And joining us now is Kavon Bakeor. He is Macroscope co-founder and CEO and the Periscope co-founder and former CEO. Kavon, good to see you.It's been a while. You like the scopes. Good to see you, John.And I like the scopes. It's good to see you again. It's been a few years.It has indeed. Well, let me ask you big picture here about these tools for helping software teams work better together in the public markets right now. For every Atlassian out of $45 billion market cap, you've gotten a sauna closer to fo ...

Product Development & AI - Replit enables users with zero code knowledge to build full applications from prompt to working app in minutes [1] - Replit's AI agents can prototype apps rapidly [1] - Agent 3 is 10x more autonomous, overcoming obstacles encountered by other agents [1] - The industry views this as a potential "Full Self-Driving" moment for software development [2] Industry Impact & Efficiency - Replit facilitates rapid application development, potentially reducing testing, debugging, and refactoring time [1] - The industry highlights Replit's potential to democratize software creation [1]

Which parts of the jobs market do you think are most defensible right now and which are most vulnerable. I think jobs that rely on the human uh connection, right. That could be a sales job for example, I actually think those are good jobs to have.I I think things like being a product manager for example, which is also being managing like many different stakeholders internal and ex externally. And I also think being a software developer is is a is a good job because a lot of people think that software develo ...