software land

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 19, 2026 by Alex Rampell · across every show →

Everything said about software land, oldest first

Jan 19, 2026 bullish
Assertion Not checkable as stated
Rampell: AI drives the vast majority of net-new software revenue
“The vast majority of net new revenue that's happening in software land is actually coming from AI, both at the application layer and the infrastructure layer.”
Alex Rampell Jan 19, 2026 ▶ 2:09 The AI Opportunity that goes beyond Models
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