A few weeks ago I had a fun conversation with my friend René Sellmann reflecting on 2025, making some predictions about 2026 and talking about the impact of AI on software companies. Talking with René is always fun and insightful and this time we actually managed to stay (almost) within one hour! Enjoy our conversation and make sure to follow both of us on Substack and X.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit heavymoatinvestments.substack.com/subscribe

Podden och tillhörande omslagsbild på den här sidan tillhör Heavy Moat Investments. Innehållet i podden är skapat av Heavy Moat Investments och inte av, eller tillsammans med, Poddtoppen.