Systems of Record aren’t going anywhere but … but … they are also extremely expensive databases as well. Way too expensive for agents. The cost per record, per GB, per anything in most Systems of Record is 100x-1000x-10,000x more than Postgres, Databricks, etc. And agents create, consume, touch and manage massive amounts of data. Far more than humans. So while classic Systems of Record aren’t going away, more and more of the data agents activate and use will be outside of them. Systems of Record’s own databases are just way too expensive, slow, and complex for most agentic data.

All systems are looking good, and weather is favorable for liftoff. Propellant load is about to begin for Falcon 9’s launch of the USSF-432 mission from California →

"AI systems were built on data that was stolen" Max Richter tells Mishal Husain that human composers should get paid when AI uses their work to make music. Listen at and watch The Mishal Husain Show at

COMFORT SYSTEMS USA $FIX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.77B (Est. $3.4B) 🟢; +50% YoY 🔹 EPS: $13.91 (Est. $12.85) 🟢; +70% YoY 🔹 Gross Margin: 24.8% 🔹 Operating Cash Flow: $1.01B; +83% YoY 🔹 Backlog: $17.81B; +90% YoY Other Q3 Metrics: 🔹 Operating Income: $624.6M (Est. $583M) 🟢 🔹 Adj. EBITDA: $667.9M (Est. $629M) 🟢 🔹 Adj. EBITDA Margin: 17.7% (Est. 18.4%) 🔴 🔹 Net Income: $489.0M (Est. $446M) 🟢; +68% YoY 🔹 Operating Margin: 16.6% 🔹 Free Cash Flow: $805.6M 🔹 Same-Store Backlog: $17.39B; +85% YoY Comments: 🔸 “Strong ongoing demand and consistent excellence by our teams resulted in extraordinary results across every metric this quarter.”