public software industry
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 9, 2026 by David George · across every show →
Everything said about public software industry, oldest first
Feb 9, 2026 bullish
David George: AI model companies will add 75-80% of public software's net revenue in 2026
“And I think if you were to do that same comparison for 2026, all of the entire public software industry, I mean, SAP, this is not just SaaS, like including SAP and older software companies. I think the AI companies, the model companies will be something like 7…”