Truist Securities Daily Spotlight

Research evidence excerpt

Truist Securities Daily Spotlight

Tenant credit and retention are excellent, and management

sounds optimistic it can achieve consistent earnings growth, but it

is challenging for us to see where that growth will come from over

the next few years. Investors are invited to join our meeting with

management at NAREIT’s annual conference in New York on 6/3.

- Michael Lewis

TMT

Application Software and Agentic AI - Tillman's Software

Monday Morning Missives - Marc Benioff fills in on a tech

podcast, OpenAI week in review, Anthropic week in review,

open-source LLM provider DeepSeek seeking first external

funding targeting a $45 billion - $50 billion valuation, a16z

shares surprising data points on positive call center and broader

customer service hiring trends, Recursive Superintelligence

raises $650 million to build self-improving AI models, legal tech

company Clio surpasses $500 million ARR, GTM/revenue AI

platform Gong reports accelerating growth and surpasses $500

million ARR, and Glean shares seven-stage lifecycle for agent

success. - Terry Tillman

Application Software and Agentic AI - Software - Truist

Securities Digital Dossier Private Company Series: Glean -

Glean (private) is a work AI platform that unlocks intelligence,

automation and employee productivity across an enterprise’s

workforce using Glean Assistant (AI assistant that connects

to and brings understanding to company data using Glean’s

Enterprise Graph) and Glean Agents (build, run and manage AI

agents using natural language). The company is relevant to our

software and agentic AI research, hence we recently attended

the Glean:LIVE event where we learned about the company’s

new innovations focused on building agents with right context,

launching with proper governance and measuring value created

by agents.