How to Invest in Software Companies

I do think the innovations we're seeing in AI are going to lead to creations of the next giant companies. We just haven't seen them yet. HubSpot is a great example of this, where we think their core value proposition is helping small and medium businesses engage with their customers in a more positive way. One of the most positive things from the developments of this market has been what Microsoft has been talking about pricing and charging and bringing them pricing for AI functionalities.