Public Software Industry
topic on 1 show · 1 statements across 1 episodes
1 statements about Public Software Industry, every show
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…”