$FIG $TTD $DUOL $HUBS $MNDY $NOW $CRM - AI Will Disrupt Software Not Kill It

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02-05 12:55

You're delusional if you don't think AI will disrupt software.

But it's not gonna "kill it", as everyone seems to be predicting...

Because mobile apps were the "death of the website" (mid 2000s). And Slack would be "the death of email" (2010s). Or when tablets "killed PCs and laptops" (2010s). Right??

Software's ugly right now because markets don't like uncertainty, but there's will be some huge winners that emerge from the rubble.

I'm not touching software yet (most likely not for awhile), but I'm closely monitoring names that are showing resiliency, adapting/pivoting if necessary, and have *great* leadership.

$Figma(FIG)$ $Trade Desk Inc.(TTD)$ $Duolingo, Inc.(DUOL)$ $HubSpot(HUBS)$ $Monday.com Ltd.(MNDY)$ $Wix.com(WIX)$ $Atlassian Corporation PLC(TEAM)$ $Asana, Inc.(ASAN)$ $CommVault(CVLT)$ $Doximity, Inc.(DOCS)$ $Klaviyo, Inc.(KVYO)$ $Braze, Inc.(BRZE)$ $Samsara, Inc.(IOT)$ $GitLab, Inc.(GTLB)$ $ServiceNow(NOW)$ $Docusign(DOCU)$ $Global Medical(GMRE)$ $Elastic N.V.(ESTC)$ $Cellebrite(CLBT)$

$Salesforce.com(CRM)$ $Workday(WDAY)$ $Intuit(INTU)$ $Adobe(ADBE)$ $SAP SE(SAP)$ $Datadog(DDOG)$ $Veeva(VEEV)$ $Snowflake(SNOW)$ $Zeta Global Holdings Corp.(ZETA)$ $Automatic Data Processing Inc(ADP)$ $Fastly, Inc.(FSLY)$ $Autodesk(ADSK)$ $Confluent, Inc.(CFLT)$ $Twilio(TWLO)$ $MongoDB Inc.(MDB)$ $Zoom(ZM)$

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