Software rides the AI infrastructure wave
The guest argued that software is rebounding as a free cash flow machine that will ride the coattails of the AI infrastructure build-out.
The argument
He pointed to strong consumption-side reports from companies like Datadog and Snowflake as evidence that software is transitioning from the testing phase to active deployment.
The thesis, stress-tested
✓ What validates it
- ✓Continued blowout consumption numbers from Datadog or Snowflake
- ✓Accelerating enterprise software deployment metrics
▸ Risks discussed
- ▸Infrastructure spending taking longer to translate to software monetization
- ▸High valuations in software names
Hear it yourself
"You could go on Amazon, type, how do I invest in equities? Thousands of bucks. How do I invest in senior secured, non investment grade, distressed debt? $0. So I wrote it. I got a monopoly. I want to monetize that monopoly while it's still there. And I take a little offense, Tom, and I love you. It's an easy read. I wrote this book. So you my goal was you read it and say, holy crap. I learned a lot, but that wasn't painful. So every technical concept like a fraudulent conveyance Right. I ended with an interesting story like Caesar's big fight over moving assets, accusations of a fraudulent conveyance."
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