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| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 402 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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fundaai.substack.comLatest Issues
Review|NOW 2Q26: Pull-Forward Expected, Restrained Full-Year Guide
NOW’s 2Q26 was a beat across the board: cRPO grew 21.5% YoY cc, 200bps above guidance; subscription revenue grew 23% YoY cc, 150bps above the high end of guidance; OPM of 29.5% came in 300bps above guidance.
NOW’s 2Q26 was a beat across th...
Preview|NOW 2Q26: New Pricing Pull-Forward Tailwind Drives the Beat, AI Still Lukewarm
We surveyed 3 top ServiceNow channel experts this quarter.
We surveyed 3 top ServiceNow channel experts this quarter. Feedback points to a broad-based sequential acceleration in 2Q26, driven by 1Q’s delayed orders landing in 2Q, recovering...
Deep|LLM: Kimi K3's KV Cache Is Smaller - Why That May Actually Be Positive for DRAM/NAND
Back in late April, we highlighted the launch of DeepSeek V4 as the inflection point for large-scale NAND-based KV cache.
Back in late April, we highlighted the launch of DeepSeek V4 as the inflection point for large-scale NAND-based KV ca...
Weekly|Kimi K3 "DeepSeek Moment" Jitters, TSM and ASML Beat-and-Raise, ATI & the Starship Supply Chain, INTC, AXTI, NBIS
Semis got smoked this week, with the indexes closing out weekly losses on fears of another “DeepSeek moment” after Kimi K3’s release.
Semis got smoked this week, with the indexes closing out weekly losses on fears of another “DeepSeek mome...
Research|LLM: Kimi K3 - Scaling Still Works; An Expensive Model Competing at Front Tier
Kimi K3’s overall performance now sits in the global top tier.
Kimi K3’s overall performance now sits in the global top tier. It is a large 2.8-trillion-parameter MoE model with a 1-million-token context window, and it stands out in tests...
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