TMTB Slack Q&A/AMA next week: FundaAI, Apptopia & Semianalysis

Hi All -

We’re excited to announce a great lineup next week in TMTB Slack to get everyone prepped for earnings season.

These will take place in the channel #tmtb-qa-ama in Slack.

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Monday, April 20th, 10:30am ET

The whole FundaAI Team will be joining us at 10:30am ET Monday to give us their latest insights as we head into earnings season. FundaAI provides some of the best in-depth coverage in semis, infrastructure, and software and recently launched an investment research OS built around AI. Their recent AI infra report can be found here

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Wednesday, April 22nd, 11am ET

Apptopia’s team will be joining us to give us key data insights ahead of earnings. Check out some of their LLM data here

Source: Apptopia

Apptopia provides investors with mobile intelligence on over 7 million apps globally and more than 3,000 tickers. Its proprietary consumer panel of 15 million devices tracks engagement and cross-app behavior. These insights reveal how consumers shift between competitors, which segments are churning, and how engagement patterns signal business performance. Apptopia is the exclusive mobile data provider for YipitData.

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Friday, April 24th, 10am ET

Doug O’Laughlin, President of SemiAnalysis, joins us to give us his latest takes on everything semis and beyond. Doug has been a friend of TMTB for a while and brings a deep expertise of all things semis and Claude Code. SemiAnalysis is the leading independent research and analysis company specializing in the Semiconductor and AI industries. Their in-depth coverage spans the entire supply chain, from semiconductor fabrication essentials to cutting-edge AI Models, software, and infrastructure for them.

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