Snowflake faces AI valuation pressure, but growth catalysts like Cortex AI, the OpenAI partnership, and migrations may boost Q4 beats. Click here to read now.

For decades, the predictable rhythm of the per-seat licensing model shaped the industry. Businesses paid fixed subscriptions based on headcount, and software makers enjoyed stable, recurring revenue.

With January 2027 puts in hand, Burry framed Palantir as an overvalued consulting firm dressed up as a SaaS illusion.