software and services

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 24, 2026 by Tony Kim · across every show →

Everything said about software and services, oldest first

Jul 24, 2026 bearish
Opinion
Tony Kim: AI foundation models have drained market cap from traditional software
“The models themselves, like it or not, have consumed the market cap out of software and services. It is just, you know, it's like the Borg. It is consumed.”
Tony Kim Jul 24, 2026 ▶ 24:46 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
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