Julie Averill

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171 appearances 1 recordings 1 series first heard Jun 2026 last heard 28 Jun

Julie Averill’s voice in public audio — every appearance, attributed to the second.

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Motley Fool Hidden Gems Investing · The AI Headlines You Should Be Most Suspicious Of · 28 Jun 2026 podcast

And this sort of thing will work its way out.

I look at those companies that are really creating value over the long term.

Those are the ones that I would invest in.

I think it tells you that that's a business that's in trouble.

The real headline is not one that they want to say.

So they're using AI as a cover.

And the real headline, like you said, might be that we're struggling with our business and we're pivoting because our current runway is not leading us to a sustainable future.

So AI is an excuse or a cover for what they actually don't want to say.

And then the thing that I also worry about is once you've done that and you're telling your whole organization that AI just cut 20% of our jobs and the organization knows what the truth is.

And again, going back to modeling truth in your organization, you've just lost trust with the 80% that remain.

And those are the people that you need with you more than ever.

Yeah, I think it's the question of, do I continue to believe in the business model of this company that I invested in?

Or are they trying to force a change, a pivot, because they just fundamentally believe that the business is no longer sustainable?

So I think it's different for each one.

But if a company is saying fundamentally, we're not gonna go down the AI path, that's concerning.

But if there is a legacy business, especially I'm worried about a lot of the SaaS businesses today,

that do need to pivot.

They need to pivot in their pricing model.

They need to pivot and recognize that there's a lot of companies that are coming up right now with their eye on the big SaaS providers because the technology is so much easier.

So I don't blame the investors for trying to push that angle.

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