Software's comeback on AI distribution strength
The bull case argued for software stocks: incumbents are winning in AI by leveraging their existing distribution and recurring revenue models, justifying a re-rating.
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The Callback
Software faces 'SaaSmageddon' from AI
24 weeks between these two statements.
The thesis argued is that AI disruption risk to enterprise software is overstated for incumbents with strong domain-specific data, context, and integration moats.
The bull case argued for software stocks: incumbents are winning in AI by leveraging their existing distribution and recurring revenue models, justifying a re-rating.