Josh Baer
Software analyst at Morgan Stanley focusing on enterprise software and GenAI, discussing TAM expansion, monetization, and how software vendors enable AI adoption.
Best podcasts with Josh Baer
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36 snips
Mar 6, 2026 • 13min
AI’s Tangible Wins and Disruption
Josh Baer, Morgan Stanley software analyst who tracks enterprise software and GenAI, and Stephen Byrd, Morgan Stanley thematic research lead, discuss where AI is already delivering returns. They cover AI mapping survey trends and rising company quantification. They explain software as the application layer, a $400B incremental TAM estimate, LLM nonlinear advances and risks, and data center power constraints.
35 snips
Mar 6, 2026 • 14min
AI’s $3 Trillion Question: How to Pay the Bill?
Josh Baer, software analyst dissecting valuation and incumbent defenses. Stephen Byrd, equity analyst highlighting asset classes resistant to AI and thematic market impacts. Lindsay Tyler, fixed income researcher outlining the $3 trillion data center CapEx need and credit-market funding solutions. They discuss financing the AI build out, credit and securitization innovations, software multiple risks, and resilient asset themes.
