$NBIS acquisition of Tavily for $275 million is a key piece of its software stack


We recently learned that Goldman Sachs has a team from Anthropic helping automate workloads
Not everyone has Goldman Sachs-level money
Many companies will need an affordable and reliable cloud to develop AI agents
$NBIS is already used by $SHOP, $NET, and Revolut
With these offerings, more companies will be drawn into the $NBIS cloud
If you’re an SMB, there is no reason to go with AWS, Azure, or Google Cloud
The UI and customer support at $NBIS are in another league
Although this is just the beginning, these investments will compound for $NBIS
You do not build a platform or a brand in a day
Over time, being the best will show in the results and share price
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