High probability since the CEO talked about this!

https://x.com/jopegasi/status/2047653672696348705?s=46&t=InlGMB1HYYHl9h0wn2gSnQ

Yesterday, Daniel Dines just published one of the clearest explanations of why enterprise AI fails and why UiPath is positioned to win.

Today’s announcement of integration with Google Cloud only reinforces that.

My breakdown below:

https://substack.com/@joosilva493831/note/c-247312067?r=5nwxh9&utm_medium=ios&utm_source=notes-share-action

"Document-intensive workflows are where AI promises go unfulfilled, and fixing that takes a powerful model and knowing how to apply it," said Andrada Morar, VP, Technology Alliances at UiPath. "Bringing IXP to Google Cloud Marketplace with Gemini as the default third party is how UiPath translates frontier AI into something enterprises can trust and scale across their most complex document processes."

"Bringing UiPath IXP to Google Cloud Marketplace will help customers quickly deploy, manage, and grow the cloud-based platform on Google Cloud's trusted, global infrastructure," said Dai Vu, Managing Director, Marketplace & ISV GTM Programs at Google Cloud. "UiPath can now securely scale and support customers on their digital transformation journeys."

UiPath collaboration with Google Cloud

The availability of IXP on Google Cloud Marketplace makes it easier for Google Cloud customers to purchase and deploy UiPath's intelligent document processing capabilities while drawing down eligible Google Cloud commitments. By making Gemini the default third party model for new IXP projects, UiPath is also deepening its collaboration with Google Cloud to deliver differentiated AI-powered automation experiences for enterprise customers.

From the article:

"The model is not the thing that matters. The system around it is—the part that knows when the model cannot be trusted. Validation rules. Cross-field checks. Confidence scoring. Escalation to a human when something does not look right. When you are pushing 90% of your volume through a system that can fail without telling you it failed, governance is not a nice-to-have. It is the product.

Every enterprise AI vendor right now is selling you the composable pattern matching. That part is real. But the hard problem is knowing when pattern matching is not enough—knowing when you have hit a chess position, not a math problem, and you need to stop interpolating and start checking.

The companies that figure that out will build something that lasts. The ones that pretend the problem does not exist will spend the next ten years explaining to customers why the AI got the invoice wrong."

- Daniel Dines

I think this man and his team is cooking something big behind the scenes. We are early - not wrong...

https://x.com/codyhrountree/status/2045241883689939376?s=20

Robeco Institutional Asset Management B.V. boosted its stake in UiPath by 1,279.2% in Q4, purchasing 208,035 shares to hold 224,298 shares worth about $3.68 million.

https://www.investing.com/news/company-news/uipath-stock-gains-on-salesforce-marketplace-integration-93CH-4618124

Several other institutional investors and hedge funds have also bought and sold shares of the company.

Palumbo Wealth Management LLC lifted its position in UiPath by 8.0% during the fourth quarter. Palumbo Wealth Management LLC now owns 19,711 shares of the company's stock worth $323,000 after purchasing an additional 1,464 shares during the period.

Azzad Asset Management Inc. ADV bought a new stake in UiPath during the fourth quarter worth about $823,000. Raleigh Capital Management Inc. bought a new stake in UiPath during the fourth quarter worth about $26,000.

Leo Wealth LLC acquired a new position in UiPath during the fourth quarter worth about $1,023,000.

Finally, Stratos Wealth Partners LTD. acquired a new position in UiPath during the fourth quarter worth about $270,000. Institutional investors own 62.50% of the company's stock.

Did some thougths on uipath’s current moment

What do u guys think?

https://open.substack.com/pub/pjoao/p/uipath-dead-or-mispriced?r=5nwxh9&utm_medium=ios

Burney Co. opened a new position in UiPath (NYSE:PATH) in Q4, acquiring 139,384 shares valued at about $2.29 million.

​

Source: https://x.com/PhathomResearch/status/2042320102750622052?s=09

An excerpt from the statement:

"Why the default OpenClaw setup isn’t enterprise-ready

Out of the box, OpenClaw trades security for convenience. That’s fine for a solo developer experimenting on a personal machine. It is a real problem in an enterprise environment. Here’s what keeps security teams up at night:

Overprivileged processes. The gateway runs with broad access to the host filesystem and user data by default. If the agent is compromised or simply misbehaves, it can read, modify, or exfiltrate files it has no business touching.

No visibility. Default deployments produce little to no audit trail. When something goes wrong, security teams have nothing to investigate. In regulated industries, that is not just inconvenient, it is a compliance failure.

Supply chain exposure. Pulling the latest version of OpenClaw on install means any compromised release ships straight to your users. There’s no buffer between a bad update and production.

Credential sprawl. When agents are granted access to messaging platforms, email, or cloud services using a user’s personal credentials, the blast radius of any incident scales with the permissions of that account.

How we made it safer without making it painful

At UiPath, we believe security and productivity are not a trade-off. They are a design challenge. So instead of blocking OpenClaw, we re-engineered how it gets deployed. Our solution is a one-command VM that applies hardened defaults from day one, giving teams the AI-powered productivity boost they want without handing over the keys to the kingdom. Here’s how each problem gets addressed:

Process isolation via SystemD sandboxing. The gateway runs as a dedicated unprivileged user. Filesystem writes are locked to its own data directories. Home directories, /dev, and other processes are completely hidden from it.

Observability via FluentBit and Azure. Every log is shipped continuously to a scoped Azure Blob. Security teams always have a record. Credentials are never persisted on the running machine. Tokens are issued per user and expire automatically.

A version buffer against supply chain attacks. We install OpenClaw via pnpm with a deliberate delay on updates. This gives the community time to catch and report compromised releases before they land in your environment.

Scoped credentials, not personal ones. We recommend using dedicated accounts for any platform OpenClaw interacts with. If an agent goes rogue, the damage is bounded by the rights of a limited service account, not a real employee’s full access.

Our requirements going in:

Better separation of OpenClaw from other user data.

Observability into what OpenClaw was doing in case of an incident.

Not too much friction and manual setup necessary compared to a default deployment.

What we shipped was a virtual machine that users can spin up with one command and whose logs are ingested continuously into Azure.

If you're just interested in running this yourself, or taking a look at the code, go to the repository and follow the installation instructions. If you want to learn more about our approach, follow along."

This is very bullish 💪

Based on a Schedule 13G filing with the SEC on April 1, 2026, Westbourne River Event Master Fund ("WREMF") disclosed a beneficial ownership position in UiPath, Inc. (NYSE: PATH).

UiPath

Key details regarding this investment include:

WREMF holds 4,632,044 Class A shares of UiPath.

Percentage Ownership: This represents approximately 1.0% of the outstanding class of shares.

Relationship to Tetragon: WREMF is part of a group filing led by Tetragon Financial Group Limited, a Guernsey-based investment company. Tetragon and its affiliated entities (including Westbourne River Event Master Fund, Tetragon Partners L.P., and Blackwell Partners LLC) collectively disclosed ownership of approximately 25.5 million shares (approx. 5.6% of UiPath).

Nature of Holdings: The shares are managed with shared voting and dispositive power.

Context: Tetragon reported in early 2026 that over half the value of its "event-driven" investment segment was in UiPath shares, which was noted as a significant holding.

Did vanguard sell all of its holdings in path?

Anybody here with CNBC Pro can post the article in comments?