AI's New Chapter: Software's Power Up
Update: 2025-09-08
Description
Is AI software's grim reaper or secret weapon? Goldman Sachs analyst Kash Rangan sees a 90s browser-like revolution, not destruction, for SaaS giants like Salesforce, Intuit, and Adobe. Despite recent application software stock struggles, Rangan highlights long-term opportunities and risky AI infrastructure plays like CoreWeave. He believes AI overvaluation is mainly a private market problem, while public software companies are generating real revenue.
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