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application software

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 9, 2026 by Alex Sacerdote · across every show →

Everything said about application software, oldest first

Jun 9, 2026 bearish
Disclosure
Whale Rock sold almost all application software and went net short
“We basically sold almost all of our software, almost all of our application software. We still have one or two small ones, but entering this year, we were actually net, net short, and it really helped us in the first quarter.”
Alex Sacerdote Jun 9, 2026 ▶ 41:32 Why the AI Boom Is Just Getting Started · Invest Like The Best
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