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 markets

49:53 Beneficiaries and winners in the AI-driven software landscape

Speedwell's report: https://speedwellresearch.com/companies/

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