The Reborn Software Industry: Adaptation or Extinction?

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The Reborn Software Industry: Adaptation or Extinction?

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Today's episode explores the seismic shift underway in the software landscape, driven by generative AI. We dissect the anxieties of investors, identify companies poised to adapt, and reveal how the established order is being reshaped – not by a 'SaaSpocalypse,' but by a necessary, albeit disruptive, evolution. Discover the chess game unfolding and the strategies needed to navigate this new era. 0:00 - Introduction 1:00 - AI Disruption & Software Re-evaluation 7:46 - Macroeconomic Policy & Financial Sector Outlook 13:50 - Emerging Market Dynamics & Investment Opportunities 18:29 - Digital Asset Regulation & Institutional Adoption 21:00 - Geopolitical Risk & Supply Chain Resilience 23:00 - Conclusion Referenced podcasts (for further listening): - "Anthropic's Opus 4.6 and OpenAI's Codex New AI Models Compete" (AI Insights: AI News, Eyewitness Accounts) - "US Rates Crypto market structure bill in limbo" (At Any Rate) - "Stock Selloff Extends as Tech, Japan Heads to the Polls" (Bloomberg Daybreak: Asia Edition) - "Instant Reaction Amazon Boosts Spending Far Ahead of Estimates" (Bloomberg Surveillance) - "Macro Matters MBS Update With BI’s Erica Adelberg" (FICC Focus) - "This Is How The US Can Become a Player in Rare Earth Metals" (Odd Lots) - "Republican Megadonor Ken Griffin on Trump's Economy" (The Journal.) - "Finding Opportunities in Financials" (The Markets) - "Why This Isn't the Dot-Com Bubble Martin Casado on WSJ's BOLD NAMES" (The a16z Show) - "Bits + Bips Bitcoin Is Deeply Oversold. Does That Mean the Bottom Is In" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.

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