CTO
CTO Realty Growth, Inc.
stock NYSE

I have to imagine that customers like AWS and Google _also_ use CrowdStrike (and potentially other vendors too).
Let’s pretend I’m a CTO/CIO/CISO and have to choose an endpoint security vendor. Let’s also assume I want to not get fired if something goes wrong. Am I choosing CrowdStrike or SentinelOne?

I don’t agree.
This might be true for some of the top tech companies and they kinda did a lot of this already, but the majority of companies out there have no idea what they want or how to run their companies. They copy everyone else and move to the same set of products that gain momentum.
There are very few leaders out there and almost everyone prefers to follow. I doubt you’ll find a CIO/CTO/COO outside of the fortune 50 that would actually want to do this across their entire enterprise. They might try with one or two business lines and then decide it’s too much work to fully secure it and keep it going at a level of quality that people that are actually focused solely on that problem.
Product companies are using AI assisted development too and they will also greatly increase in speed, quality, and value.
Vibe coding is probably not the way but there’s been a lot of positive results with spec based AI assisted software development. Much higher velocity and similar or sometimes even higher quality.
If anything, this is the death of the mediocre junior developers. People that code will have to actually be good at it.

idk about increasing competition, their competitors are coming from such a low base. Like Klarna and Adyen are 10x smaller in scale.
And is there really any difference between what PYPL offers compared to Stripe or Adyen.
Payment processors has to be the stickiest tech ever imo. You wouldn't want to be the CTO who's idea is to swap out PYPL for Stripe, run into issues and lose money because no one can checkout. Why would you change, the payment processor isn't going to drive more sales haha

$RNWF is heading in the right direction.
-Recent Press Releases - https://www.otcmarkets.com/stock/RNWF/news
-Hired COO, CLO, CTO.
-Patent filings submitted in late January.
-PCAOB audits with completion targeted for February 2026.
-Actively preparing a Form 10 registration statement for the SEC.
-New ticker change and uplisting possible in the near future.
Immediate future:
60% share cancellation judgement occurs today with the King County Court (case 25-2-32689-6). There will be a lot less shares on the market by end of next week.
There is potential to flip on upcoming catalyst or hold out for possible dollars in the years to come.
Not financial advice.

Claude is a far better developer in my experience, especially the free (or cheaper) Sonnet version compared to GPT-5. ChatGPT wants to dump things down way too much, in my experience, and simply doesn't perform consistently enough compared to Claude in a professional setting, where you need consistency. Also from a scientific perspective (I'm a researcher in AI), OpenAI hasn't been as innovative as other's. Anthropic focused on pushing explainability/interpretability research in LLMs to better stear research directions. OpenAI also lost a lot of their best researchers to Google, Anthropic and Meta, but didn't get senior researchers from them back. They also lost their Sutskever as a CTO. Even worse, they don't have a proper business model yet. Google figured out how to successfully integrate Gemini into search. It's not perfect yet, but they have a clear path forward, are generating strong revenue with it, and can now work on improving the results and efficiency further (having your own TPUs, to which you can optimize the architecture of the LLM and vice versa, comes in really handy here). Anthropic has gained a large market share of the business market for LLMs last year. META has a simiilar issue to OpenAI, as they don't really have a platform to which the addition of GenAI makes sense. What do I need an LLM on Facebook, Insta or Threads? I'm already annoyed by bad AI slop on reddit, YouTube and LinkedIn. If they add the possibility of creating AI slop to post on their platforms, they will only create CapEX costs, which will destroy the value of their platforms to their users. For OpenAI, unless they don't step up their research game this year, they are doomed to fail.