Earlier this year I published my annual predictions on AI, software, and the economy. I was invited by Alex Zukin, one of the top software analysts on Wall Street, to do a webcast presentation and Q&A in front of Alex’s clients from Wolfe Research.
If you’re at all interested in software, investing, public markets or private markets, you’ll enjoy the conversation. We dive into what’s happening to SaaS stocks, how AI is reshaping the economy, and what the IPO market will look like in 2026.
This is the first of many conversations I plan to post here on Infinite Runway.
If you’d like to follow along with the slides mentioned in the pod, you can access the deck here.
