Who wins and loses in software commodification

AGENDA:

03:55 Anthropic Security Product Wipes Billions Off Public Markets

11:17 Do Agents Turn SaaS Incumbents into Valueless Databases

22:07 Anthropic Secondary Sale Makes Hundreds Decamillionaires

23:20 Citrini Research Piece: Everything You Need To Know

26:04 Will DoorDash Be Replaced by Agents

34:22 Will "Ghost GDP" Soften Consumer Spending Power

42:46 Why No Public Company Has Created a Good Agent Product

47:19 Is Tech Private Equity and Thoma Bravo F***** in this Market

51:05 OpenAI Massively Increases Spending Plans: Analysis

56:24 Figma Fights Back: Earnings Through the Roof

01:02:12 Momentum Versus Value: Four Public Stocks to Buy

01:09:30 Jack Altman Joins Benchmark Capital