Scott Galloway

That's what appears to be happening in the software market.

But there is also another distinction that should be made here, which I'm finding very interesting.

Just so you know, I also went in and bought some of these names, but I did it in SaaSpocalypse.

One, I went for Salesforce, ServiceNow, Adobe, and also Microsoft.

And I think that the Microsoft self has been stunning.

By the way, I'm not up on those trades.

I was at one point in time, and then we had another SaaSpocalypse.

I don't know.

I'm still actually quite optimistic because, to your point, I actually think a lot of these companies are very well positioned for this AI revolution.

And you think about what's happening.

I mean, you made the point with Salesforce.

Yeah.

I love what you say.

They're not eating crayons.

They're actually figuring out how to integrate AI into their systems.

All day.

This is all they talk about.

It's all they do.

They're actively growing those AI revenues.

ServiceNow is reporting incredibly great earnings.