software companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 24, 2026 by David Adelman · across every show →
Everything said about software companies, oldest first
Aug 24, 2026 bearish
Adelman: Software investing is very tough today due to AI and ChatGPT
“The software companies are too hard to understand today with AI. I have no idea if you're solving for something that couldn't be solved now by just putting into chat GBT, right? Like so, and we're not going to spend the time to differentiate that. So, you know…”