Ep. 27 - 3 AI Software Stocks are Exploding | Enterprise SaaS Agentic GenAI
The Software Stack: Investing in the AI RevolutionDid the AI revolution kill the software industry? Despite fears of a "SaaS Pocalypse" and "Soft Mageddon," AI is not destroying the software stack; it is actually creating a new one and enhancing it. In this video, Lucas Downey and Jason Bodner break down the current state of the software industry and explain why the companies that adapt will become indispensable in the future.We explore the entire software stack, from foundational cloud infrastructure and data layers up to enterprise applications and top-tier AI agents.Most importantly, we…
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