Invest Like the Best with Patrick O'Shaughnessy cover image

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Invest Like the Best with Patrick O'Shaughnessy

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Changing Software Business Models and the COGS Shock

Dylan explains how AI changes software economics, raises cogs, and reshapes who can capture value in enterprise software.

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