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A Contrarian Take on AI: Is It Time to Buy Software Stocks?
In this episode, Andrew tackles a listener's question about the recent brutal sell-off in the Software-as-a-Service (SaaS) sector and whether AI is coming to eat Adobe’s lunch. He dives into the real threats facing software companies, unpacks some alarming studies on the psychological impacts of AI, and explains why comparing the current AI boom to the early days of the internet might be a dangerous case of recency bias. Finally, he breaks down Adobe's Q1 numbers to figure out if it's time to "buy the dip."
What You Will Learn:
The SaaS Sell-Off: Why major software companies are seeing…
The skinny
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