AI's Impact on Software Stocks

This chapter explores the fears and trends in the software industry regarding AI's influence on company valuations, particularly highlighting declines in stocks of major firms like Salesforce and Atlassian. The discussion emphasizes the potential of AI and identifies bullish investment opportunities in lesser-appreciated companies such as Intuit and Monday.com. It also examines the vulnerabilities of larger tech companies and the essential role of proprietary data for smaller firms to thrive in a rapidly changing market.