software applications
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 9, 2025 by David Breach · across every show →
Everything said about software applications, oldest first
Jun 9, 2025 bullish
Breach: Long-tail generative AI opportunity lies in software applications
“The generative AI opportunity, whether it's chips and hardware, whether it's infrastructure, whether it's energy, we think the long tail of opportunity is going to be in the application side, which is what it's historically been.”