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Zaid

๐Ÿ‘ค Speaker
1564 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Yeah, I mean, the relationship with OpenAI, that just has not worked out, right?

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

And I think they know that now.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

I mean, I think they've started pivoting.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

I think they started to pivot, what, two years ago whenever OpenAI had that drama with Sam Altman being removed.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

And they never really, you know, they don't really have their own model.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Copilot, I don't know, like the numbers are probably fine.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Yeah, that's the other piece, Copilot.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Yeah, you did mention software stocks, right?

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Software just, I mean, gosh, talk about a bloodbath here.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

They're full on bear market, I would say Salesforce, ServiceNow, Adobe, name it.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

All these are at 52 week lows.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Yeah.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

I guess there is a genuine freak out that AI is going to result in less seats moving forward.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

And like these enterprise clients are going to just start vibe coding their own CRMs.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Exactly.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

I just it doesn't make any sense to me.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

I keep buying the dip.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

I get burned every day.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

And now I've just kind of like I'm just I don't know what to do.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Even the sexy names like Figma, right?