infrastructure software
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 31, 2026 by Aaron Katz · across every show →
Everything said about infrastructure software, oldest first
Aug 31, 2026 bearish
Katz: Revenue durability is the single biggest risk for AI applications
“If you were to come down to one, if you were to say this, what's the single biggest risk would be durability of revenue because the switching costs that you and I talked about are very high for infrastructure software. The switching costs can be very low for a…”