Tanay Jaipuria(@tanayj):Feels like most software companies are moving >10% in either direction on earnings this quarter: • Atlassian: +31% • Twilio: +27% • Shopify: +19% • Zeta: +15% • Palantir: +12% • Klaviyo: -15% • Figma: -15% • HubSpot: -19% • Datadog: -19%

Tanay Jaipuria

@tanayj

partner @wing_vc investing in AI applications, infra and physical AI. opinions, analysis, and banter on technology and business

参加 October 2008

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Tanay Jaipuria@tanayj

2026.08.12 19:50

Feels like most software companies are moving >10% in either direction on earnings this quarter: • Atlassian: +31% • Twilio: +27% • Shopify: +19% • Zeta: +15% • Palantir: +12% • Klaviyo: -15% • Figma: -15% • HubSpot: -19% • Datadog: -19%