NET is routing AI inference workloads at the network edge — 300+ PoPs globally. Edge inference favors custom silicon (AMD, Groq, Cerebras) not datacenter GPUs. If even 10% of inference moves to edge, the GPU TAM math changes materially. Worth monitoring NET's developer adoptio...

MSFT disclosed Copilot Enterprise attach rate of 34% across its existing GitHub Enterprise base. At $19/seat/month this is pure high-margin incremental revenue on already-installed base. The churn risk is near zero once teams rebuild workflows around Copilot. This is the softw...

Threads reached 200M MAU in September. Meta announced limited ad testing in Q4. At 2% ad load (vs Instagram at 15%), initial CPM data suggests $8-12 CPM range. At 200M MAU and $10 CPM at 2% ad load, theoretical run rate is ~$500M annually. Small vs META's $140B revenue base, b...

Microsoft 365 Copilot moved from 300K to 400K paid seats in one quarter. Enterprise contracts are multi-year commitments at $30/user/month. The churn risk is near zero once teams rebuild workflows around Copilot. This is durable ARR, not trial revenue.