Clouded Judgement 5.10.24 - Software Weakness Across the Board
Clouded Judgement
MAY 10, 2024
So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.
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