Zortix matched this thesis to Cloud & software ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
AI disrupts legacy enterprise software
The guest argued that AI is reducing barriers to entry and crowding out spending on legacy enterprise software, creating a divergence between 'haves' and 'have-nots' and future credit issues.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.