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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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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