The creator is bullish on Zeta, highlighting its potential as an AI-integrated software company.
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The creator discusses his investment thesis that software companies are becoming more valuable as they inte...
Sep 1, 2026
The creator discusses his investment thesis that software companies are becoming more valuable as they integrate AI, contrary to the market's previous fears of commoditization. He highlights Palantir, ServiceNow, and Zeta as examples of stocks he has been buying.
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The creator is bullish on ServiceNow, citing its increased value through AI implementation.
The creator is bullish on Palantir, arguing that AI integration increases the value of software companies.