Citrini Research Breakdown

"I literally did this on the plane flying back last week. Okay, I did it inside of Replit and you can say run a detailed security audit on my code"

"You can go to Claude Code today and I literally did this on the plane flying back last week. I did it inside of Replit and you can say run a detailed security audit on my code"

"as armchair value investors, you couldn't do better than Atlassian. You literally could not find anything better that's accelerating and is beaten up."

"Jason would you leave SaaS to do a 500 million fund with me and Rory"

"Anthropic released their latest security products and it massively hit some of the biggest players, Cloudflare, CrowdStrike to name a few"

"if you're on Replit or Lovable or Vercel or something, it will actually do penetration testing and everything for you"

"if you're on Replit or Lovable or Vercel or something, it will actually do penetration testing and everything for you"

"Anthropic released their latest security products or product and it massively hit some of the biggest players"

"You only have to see more of the value of HubSpot or DocuSign to flow to an agent, right? For these stocks to do worse."

"You only have to see more of the value of HubSpot or DocuSign to flow to an agent, right? For these stocks to do worse."

"Just last week, you kind of mocked me and I can take it like it's good. You mocked me for saying Shopify is at partial risk of disruption."

"Would you rather have your money in CrowdStrike, which is still priced well or Monday priced at 1 and a half revenues?"

"I was thinking about companies like Toast I was thinking about one of our own DocuSign at eight or seven or eight times revenues these things are absurdly cheap"

"Door Dash, right? He the idea was you're going to want to delegate to your agent purchasing of an opt, you know, optimizing for there's going to be six different versions of Door Dash and your agent will do between them."

"So I believe it will aggressively attack parts of Figma this year even though they're key partners."

"Klaviyo versus Shopify. Okay. Um these are Klaviyo is essentially a derivative of Shopify. It's essentially just a derivative like almost 100% revenue attached. Yet in the last year Shopify net is still at least up last year 2.63% 63% but Klaviyo is down minus 58%."

"If you look at all the publicly traded B2B companies, there's only one that has a competitive agent. It's Palantir."

"Anthropic released their latest security products and it massively hit some of the biggest players, Cloudflare, CrowdStrike to name a few"

"I think it was a clever move by a very shrewd firm. I think it's been their MO for 15 20 years which is we have a very compelling offering to make to any GP will make you broadly will make you equal in a very successful partnership with a lot of autonomy"