In this episode of The Synopsis, Alex capitualtes and let's us talk about AI and software again. We cover a lot of key SaaS risks and speculate on the AI Frontier companies business models.

You can become a Speedwell Research member here and get access to the "AI risk to Software report, as well as over two dozen company deep dives: https://speedwellresearch.com/subscribe/

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Drew Cohen Capital

Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/

Speedwell Research

For full access to Speedwell Research's in-depth reports and stock updates, become a member here: https://speedwellresearch.com/subscribe/

Fiscal.AI

Free trial and *15% off* of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/

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Show Notes

(0:00) — Will AI Replace Software?
(13:45) — Model vs Harness
(21:40) — Will AI Models Be Commoditized?
(31:50) — One Superior Model Risk
(35:40) — In-House Software Development Risk
(44:48) — AI Startup Risk
(49:58) — AI Agent Risk
(56:43) — Which Companies are Safe?

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Podcast background:

In this podcast we share our insights from hundreds of hours of investment research and various topics Drew Cohen has covered on his YouTube Channel and Five Minute Money Newsletter.

Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, business-specific issues, and want to know the deep details. We approach investing from the perspective of business owners, instead of Wall Street Commentators. Start listening today to become a better analyst, investor and business-person.

Drew Cohen is an investment manager and financial advisor at Davidson Kahn Capital Management. He also is the founder of Speedwell Research, an equity research business which produces in-depth research reports for hedge funds and asset managers. He also has his own YouTube channel @DrewCohenMoney . You can learn more about him here: https://www.drewcohencapital.com/

Alex is an unpaid host.

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This podcast is also available on Spotify, Apple, and anywhere else you get your podcasts.

Spotify: https://open.spotify.com/show/3lGqHRKHd7t5LIpKc8f7Li

Apple: https://podcasts.apple.com/us/podcast/the-synopsis/id1699073398

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

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Dialogue. Will AI Destroy the Software Business Model?

The Synopsis

Dialogue. Will AI Destroy the Software Business Model?