"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 guest argued that core database and infrastructure software providers are undervalued because enterprises must scale their data storage tenfold to defend against AI threats and power analytics."

"The guest argued that the recent sell-off in software and SaaS stocks is overdone, as software ultimately drives hardware functionality and the next phase of AI will transition to edge computing and smart devices."