Ryan Detrick
speaker
751 appearances
2 recordings
2 series
first heard Feb 2026
last heard 26 Jun
Ryan Detrick’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
And that's how we position it.
It's been working really well, honestly.
We think it will continue with a little bit higher inflation world around 3%.
Yeah, it is.
Yeah, so on facts versus feelings, Sona and I talked about that recently.
Just a year ago right now, we were all worried about DeepSeek, and the worry was there's this cheap Chinese chatbot that's going to come in and mess everything up, and people aren't going to be investing in AI anymore, aren't going to be investing in CapEx.
That literally were the headlines a year ago, and now it's almost laughable when we see all the AI spending that we're still seeing.
Now, where we are now, we think it's somewhat similar, right?
We are throwing the baby out with the bathwater.
Yes, a
There are companies, there are industries that are in trouble because of the revolutionary changes we're seeing with AI.
But when it comes specifically to software, we hear some really solid companies with some really solid moats that are still making a lot of money that have really pulled back.
I mean, people say all the time, well, the market's expensive.
I mean, parts of the market are, but last I looked, software is the cheapest it's been relative to the S&P 500 since 2013.
All right, so that's a doubt.
They listen.
I've tried to catch a falling knife before.
Robert, maybe you have.
It's not very smart because sometimes you cut yourself.
It looks cool when you do it.
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