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The best short of the AI trend are all these private equity owned software companies.
Obviously hard to short private companies but they are going to get slaughtered.
Couple a disincentivized product & eng team with underinvestment in r&d and they are struggling to keep up
Obviously hard to short private companies but they are going to get slaughtered.
Couple a disincentivized product & eng team with underinvestment in r&d and they are struggling to keep up
AI is clearly a platform shift that dramatically improves the customer outcomes, but that requires a lot more product iteration and development than these companies are prepared to fund as they are operated like cash cows.
The biggest tech companies know exactly what is happening and they are leading the wave.
The paranoia around platform shifts runs deep in their culture and they have seen this movie before.
The paranoia around platform shifts runs deep in their culture and they have seen this movie before.
My bet is we see a barbell. AI is a sustaining innovation for the tech giants and a disruptive one for agile startups.
It will be the comfortably entrenched that see their moats eviscerated.
It will be the comfortably entrenched that see their moats eviscerated.
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