$Alphabet(GOOGL.US)
SUNDAR ON THE RECENT SAAS MELTDOWN:- AI is going to be an enabling tool for software companies, we are seeing massive token usage - Many companies are incorporating Gemini into their workflows to increase productivity- Software companies that are utilizing AI have big opportunities aheadbasically, Sundar doesn't think AI is going to destroy SaaSan incredible stat on these companies today: "Software relative to the S&P 500 shows 6 years of relative gains wiped out in the past month."$Salesforce(CRM.US) $Adobe(ADBE.US) $ServiceNow(NOW.US) $Intuit(INTU.US) $Datadog(DDOG.US) $AppLovin(APP.US) $iShares Expanded Tech Software Sector ETF(IGV.US)Source: amit
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