Many of us in the private markets are curious about how public markets view AI’s impact and the approach that public market investors take to investing in companies. This episode uncovers that from one of the top public software investors in my opinion.

Glen Kacher is Chief Investment Officer at Light Street Capital. He founded Light Street 13 years ago after stints at Integral Capital Partners and Tiger Global. In this episode, we cover a long term successful public market investor’s view on how AI will impact the software industry and other industries as well. We talk through where value seems likely to accrue in the interim and over the long term. We also cover how Glen and his team deep dive into new areas and form theses through deep research. Glen has nearly 30 years of public market software investing experience so needless to say this episode captures many of those earned insights.