The speakers discuss the impact of Apple's changes on ad tracking and how AI is being used to optimize ads and regain lost revenue. They also discuss the bounce back of the SaaS industry and the accelerating growth experienced by software companies.
(0:00) Bestie intros!
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
(32:53) Positive signals indicating a big SaaS bounceback
(41:06) VCs are split into three camps on how to approach AI investing