niche software companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 3, 2026 by Bill Ackman · across every show →
Everything said about niche software companies, oldest first
Jun 3, 2026 bearish
Ackman: High-priced niche software companies face severe AI disruption risk
“I think there have been sort of monopolistic type profit taking off of customers. When someone had a kind of a niche software product, they're charging, you know, 30,000 a year or something like this. I think those companies are really at risk.”