Workflow
D.A. Davidson's Gil Luria: There are still software companies that can benefit from AI
赛富时赛富时(US:CRM) Youtube·2025-10-16 05:23

Joining us now is Gil Lauria from DA Davidson. Gil, it seems to me like in the dotcom era, package software companies got challenged by web apps. Didn't so much matter what operating system you had a foothold in.All you needed was a browser. Now application software companies may be facing a similar challenge from AI platforms. How is it hitting differently across that space.It's a very disruptive force and will continue to be for a while. I would say that it really hasn't changed the markets for a lot of t ...