Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More)
On this episode of Chit Chat Stocks, Drew Cohen of Speedwell Research returns to tell us about his comprehensive research into software's AI risk. We discuss:
00:00 Introduction
02:11 How AI advancements threaten traditional software companies
04:02 In-house AI development and enterprise software risks
07:05 The outer harness and AI interface evolution in enterprises
11:47 Risks of AI model commodification and competitive dynamics
20:09 Impact of AI on marketplace and ad tech businesses
30:06 Future of Google, Apple, and Microsoft in AI era
40:00 Most at-risk software subsectors and niche…
The skinny
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