<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[ninethirtyopen]]></title><description><![CDATA[ninethirtyopen]]></description><link>https://ninethirtyopen.com</link><image><url>https://substackcdn.com/image/fetch/$s_!ngx-!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe34d4978-54d3-4102-ac04-3f99a8f31006_144x144.png</url><title>ninethirtyopen</title><link>https://ninethirtyopen.com</link></image><generator>Substack</generator><lastBuildDate>Fri, 15 May 2026 00:27:50 GMT</lastBuildDate><atom:link href="https://ninethirtyopen.com/feed" rel="self" 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isPermaLink="false">https://ninethirtyopen.com/p/cloud-communications-x-ai-pops-at</guid><dc:creator><![CDATA[ninethirtyopen]]></dc:creator><pubDate>Thu, 05 Feb 2026 03:39:12 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!niMB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7a28ccd-85e4-43fe-a0f3-53f017fd5189_1474x1524.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><strong>ZM - January 26, 2026 - Analyst upgrade related to Anthropic investment from 2023.</strong></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!niMB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7a28ccd-85e4-43fe-a0f3-53f017fd5189_1474x1524.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" 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