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TOI.VBULLISHIn depth · 4/5

Profitable vertical software as safe AI exposure

The speaker argued that established software serial acquirers with existing recurring revenue engines offer safe exposure to AI, unlike speculative pre-revenue startups vulnerable to high attrition.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
TOI.V: Profitable vertical software as safe AI exposure · Zortix