Software Snack Bites #24 - Glen Kacher (Chief Investment Officer, Light Street Capital) - AI's Potential Impact on Public Software Companies, How to Conduct Rigorous Research, Lessons learned from Julian Robertson
Nov 7, 2023
Glen Kacher, Chief Investment Officer at Light Street Capital, discusses AI's impact on software industry and long-term investing. Topics include Julian Robertson's influence, initial investments, lessons from the dot com bubble, cloud computing's impact, and the potential of LLMs in investing. Balancing business & macro perspectives is also emphasized.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Continuous Learning and Success
01:41 • 4min
Investing in Apple and Facebook
05:45 • 4min
Lessons Learned from the Dot Com Era and the Importance of Business Model Understanding
09:53 • 2min
The Impact of Cloud Computing on Software Companies
11:40 • 18min
The Potential of LLMs in Investing and the Adoption of Alternative Data
30:05 • 2min
Balancing Business and Macro Perspectives
32:07 • 3min