Feb 16, 2026: Why Infrastructure is the Real Winner in the Age of AI with John Rotonti

The 7investing Podcast · Feb 28, 2026 · 52m

Feb 16, 2026: Why Infrastructure is the Real Winner in the Age of AI

Warren Buffett is widely credited with characterizing competitive advantages as moats that companies will aggressively build and will vigorously defend to protect themselves from attacks by others.The software industry has been a popular sector for investors in recent years due to its outsized growth rates and its ability to quickly iterate.Yet the barriers to entry are low here, and it's been difficult for software companies to build sustainable moats.That's perhaps one of the key reasons for the recent "SaaS-pocalypse"…