Jared Sleeper on Which Software Companies Will Survive the SaaSpocalypse | Odd Lots
Opinions
CRM (stock, NYSE)
The stock's performance is described as 'ugly' and its price has been 'cut in half' from its peak.
TEAM (stock, NASDAQ)
The stock has experienced a massive price drop from a peak of $450 to $86, with its performance described as 'ugly'.
IGV (ETF, CBOE BZX)
The software ETF was down 3% on the day of recording, and the sector's performance was described as 'ugly'.
Topics
Software as a 'Scapegoat'
SaaS Industry Downturn ('SaaSpocalypse')
Impact of AI on Software Development Value
AI's Broader Impact on Various Industries
Value of Software Companies Beyond Code
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