← Software companies
What podcasts say about Software companies
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Software companies
3 statements · 3 positive
Pessimism toward software businesses was excessive.
“I think the pessimism that came in was way, way overdone.”
Open the episode · Steve Johnson: What the market is missing about the AI boomListen at 17:42
Software companies maintaining 20–25% growth may outperform through year-end
“The ones that accelerate and are able to accelerate or even just maintain, you know, 20%, 25% growth are probably going to be really strong performers for the rest of the year”
Open the episode · Knowing when to sell: How growth investor Michael Frazis manages riskListen at 18:22
Software companies should maximize their use of AI.
“if you're a software company today, you have to be as AI enabled as you can”
Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesListen at 7:09
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.