For all the terminal value talk Software is doing a 2022/23 speedrun. Budget pressures (AI this time vs macro cuts), cos “getting fit” (BG trademark) so yes fewer seats to sell into, and don’t forget software is the biggest buyer of software.Rates probably moving in the right direction this go around but software isn’t a duration asset anymore. Whoever figures out agent integration + consumption pricing will be fine. Everyone else selling seats need to see their numbers get cut again ​and is ren
0:03
For all the terminal value talk Software is doing a 2022/23 speedrun. Budget pressures (AI this time vs macro cuts), cos “getting fit” (BG trademark) so yes fewer seats to sell into, and don’t forget software is the biggest buyer of software.Rates probably moving in the right direction this go around but software isn’t a duration asset anymore. Whoever figures out agent integration + consumption pricing will be fine. Everyone else selling seats need to see their numbers get cut again ​and is ren
2.6K views7 months ago
x.comHemingway Capital
“OH MY GOD! There is a shared message board … We’ve found other agents!” https://t.co/qZbCsG5Ky3
“OH MY GOD! There is a shared message board … We’ve found other agents!” https://t.co/qZbCsG5Ky3
242 views1 month ago
x.comHemingway Capital
🇨🇺 A capital frozen in time, full of vintage American cars and salsa rhythms on every corner. Havana's Old Town is a UNESCO site of Spanish colonial charm. Ernest Hemingway left his mark here with every mojito. Would you visit Havana? 👇 #havana #cuba #capitalandcountry #capitalsoftheworld #travel #caribbean #vintage #music #wanderlust #traveltok
1:14
🇨🇺 A capital frozen in time, full of vintage American cars and salsa rhythms on every corner. Havana's Old Town is a UNESCO site of Spanish colonial charm. Ernest Hemingway left his mark here with every mojito. Would you visit Havana? 👇 #havana #cuba #capitalandcountry #capitalsoftheworld #travel #caribbean #vintage #music #wanderlust #traveltok
242 views5 months ago
TikTokcountry_and_capital
Hemingway Capital (@lfg_cap) on X
Hemingway Capital (@lfg_cap) on X
660 viewsSep 14, 2023
x.comHemingway Capital
Hemingway and the Trebbia Valley: The most beautiful valley in the world
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Hemingway and the Trebbia Valley: The most beautiful valley in the world
964 views1 month ago
YouTubeIn Moto 365
Hemingway, Picasso, Bourdain Ate Here
0:14
Hemingway, Picasso, Bourdain Ate Here
235 views5 months ago
YouTubeVibe Avenue
¿Qué hacía Hemingway en el Desembarco de Normandía? | Parte 1
2:22
¿Qué hacía Hemingway en el Desembarco de Normandía? | Parte 1
705 views1 month ago
YouTubeRosangela Rodríguez Garrido
1:28
Florida celebra su particular San Fermín para homenajear a Hemingway
4.1K views2 months ago
YouTubeVozpópuli
0:18
Hemingway had an Idaho era.
1K views1 month ago
YouTubeVisit Idaho
1:00
How Hemingway beat student writer's block
4.9K views1 month ago
YouTubeGiovanni DOC Fenu - Apprendimento Fenomenico
0:25
Hemingway Days in Key West | The Famous Running of the Bulls #hemingway
1.3K views2 months ago
YouTubeThe Florida Keys
0:57
The Writer Who Could Not Survive His Own Mind | On This Day July 2, 1961 — Ernest Hemingway Dies
3 views3 months ago
YouTubeChronicles History Every Day
2:47
Il vecchio e il mare di Hemingway: riassunto in 2 minuti
29.2K views1 week ago
TikTokcapolavoritv
1:05
Je veux être RICHE mais j’ai fait des ERREURS 😅 . . . . . Investir comporte des risques de perte partielle ou totale du capital investi ou prêté. Le contenu sur mon compte ainsi que les produits proposés sont uniquement éducatifs et informatifs. #investissement #devenirriche #bourse #finance #argent
115.1K views1 week ago
TikTokrachelfinance
1:18
Este viernes 9 de octubre de 2026, un fuerte terremoto de magnitud 7.6 sacudió a Panamá, provocando pánico, evacuaciones masivas en la capital y la activación de una alerta de tsunami para varias costas de la región. Cientos de personas evacuaron de emergencia los rascacielos y oficinas en Ciudad de Panamá. Hasta el momento, las autoridades no reportan víctimas mortales ni daños materiales de gravedad, aunque se mantienen las evaluaciones de infraestructura. El temblor se sintió con gran intensi
99.2K views1 week ago
TikToknmasunivision
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Un inusual e intenso fenómeno meteorológico sorprendió durante esta jornada a los habitantes de la Región Metropolitana. Una sorpresiva granizada se dejó caer sobre la capital, generando rápida expectación debido a la magnitud de las precipitaciones sólidas en plena época primaveral. El evento climático concentró su mayor intensidad en el sector oriente de la ciudad. Específicamente, transeúntes y residentes de Ñuñoa, Providencia y Las Condes reportaron la caída sostenida de hielo, situación que
79K views1 week ago
TikTokradioadn
0:48
Get the most out of your trip to Cuba by not missing these 3 must visit spots! 🏝️☀️⬇️ Don’t get me wrong, Cuba’s all inclusive resorts are beautiful, but the best of @Cuba Unica and the real authentic Cuban experience is off resort so if you want to get the most out of your trip I recommend adding these 3 destinations to your Cuba itinerary: First, you’ll make your way to the city of Matanzas. Just 40 minutes from Varadero, Matanzas is a beautiful city that offers a genuine Cuban experience, wi
339.1K viewsJul 26, 2024
TikTokkirstenwendlandt
1:38
Hemingway en Juan Dolio: Tu escape perfecto cerca de la capital
318.3K viewsJan 11, 2024
TikToklapopiholandesa
0:22
Taco Hemingway - Noc w hotelu Marmur: Odkryj historię piosenki
51K views1 week ago
TikTokvajs_rap
0:24
#bezstresu #latarniewszendziedawnozgasly #tacohemingway #wroclaw
122K views5 months ago
TikTokdesperatka007
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