Constellation's AI playbook
Update: 2025-09-30
Description
This episode was recorded before the sad news that Mark Leonard had to step down as CEO of Constellation Software for health reasons. We wish him a full and speedy recovery.
This week, Barry and Ernest react to Constellation Software's conference call about the risks and opportunities of AI to their business. 0:00- Intro
4:34- Constellation's AI conference call
13:53- Geoffrey Hinton's radiologist prediction
14:58- AI concerns for Constellation
24:48- AI opportunities for Constellation
27:02- Constellation's decentralization
32:00- High hurdle rates for M&A
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