Why AI is "Eating" Software Stocks (And Why We Are Looking for Deals)

Transcript

In our last episode, we talked about Google now being back in favor of investors in AI infrastructure, but we're, today we're gonna be focusing more on the end market in SaaS companies, all out destruction for enterprise SaaS. In recent months, it has not been good. It has not been good, and accelerated compute from NVIDIA and the subsequent AI inf... Read More