software companies
3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Mar 17, 2025 by Logan Bartlett · across every show →
Everything said about software companies, oldest first
Mar 17, 2025 bearish
Bartlett: Macro uncertainty will significantly impact software customers and asset pricing
“And while it's not going to impact software companies or technology companies quite as much directly, like the end customers for a lot of these different businesses are going to be impacted in a meaningful way. And so until we get a little bit more clarity on …”
Feb 14, 2026 bearish
May 29, 2026 bearish
Gerstner: Legacy software outside the AI token flow will trade below market multiples
“If you get on the AI train, if you get in the token flow, you're going to get a above market multiple. If you don't, if you slow down and it looks like every time that computational intelligence improves, Your business gets worse, then I promise you they will …”