Phathom ✓

[text] Here are my initial thoughts on the $PATH Q4 '26 earnings report. PATH's Operating Margin Expansion is Extremely Impressive - Achieved 23% operating margins in FY26, up from 17% in prior year. They raised their long-term target to 30% operating margins. This means that the

[text] I spent last night doing some preliminary research on how Claude Managed Agents fits into the AI landscape and ultimately what it means for $PATH. A key distinction to make - Claude Managed Agents IS NOT a top-layer orchestration platform. It is not designed to sit at the top of