Enterprise software has been one of the market's biggest losers, but are investors overreacting to AI fears? Piper Sandler's Billy Fitzsimmons joins us to break down whether AI is truly disrupting the software business model, why valuations have collapsed, where opportunities still exist, and how Microsoft, Oracle, and the hyperscalers fit into the next phase of the AI investment cycle. We also discuss vibe coding, consumption-based pricing, AI infrastructure spending, and why the eventual IPOs of OpenAI and Anthropic could reshape the entire software landscape.


For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

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