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JFrog (FROG) is one of the most exciting indirect beneficiaries of the boom in AI agents for me. Coding agents like Claude Code or Cursor massively accelerate software development, creating more and more packages, binaries, and AI artifacts. CEO Shlomi Ben Haim therefore speaks of a "tsunami of binaries." This is exactly where JFrog comes in: Artifactory is set to become the central platform through which this software is stored, verified, and securely distributed. I believe that a sustainable infrastructure trend is developing from this. In Q2,...
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