The creator uses AI to analyze the impact of AI on software stocks, specifically looking at Salesforce, Ado...

ServiceNow is ranked as the second most exposed to AI disruption, with its workflow graph ownership being the most defensible position, but AI handling its tier 1/2 IT tickets and workflow routing presents a risk.

Intuit is ranked as least exposed to AI disruption, with a regulatory complexity that may slow down AI adoption, but it is also noted as having a slow burn and not an acute threat.

Adobe is considered historically cheap and undervalued, with a strong position against AI disruption due to its creative workflows and AI-native startups being less competitive.

Salesforce is ranked as the most exposed to AI disruption due to its agent-based model and potential for AI to cannibalize its business, though it is also seen as having high revenue growth potential.