Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More)
1 hour 3 minutes Posted Sep 23, 2026 at 8:00 am.
Introduction
How AI advancements threaten traditional software companies
In-house AI development and enterprise software risks
The outer harness and AI interface evolution in enterprises
Risks of AI model commodification and competitive dynamics
Impact of AI on marketplace and ad tech businesses
Future of Google, Apple, and Microsoft in AI era
Most at-risk software subsectors and niche markets
Beneficiaries and winners in the AI-driven software landscape
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1:03:59
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Show notes
On this episode of Chit Chat Stocks, Drew Cohen of Speedwell Research returns to tell us about his comprehensive research into software's AI risk. We discuss:
Speedwell's report: https://speedwellresearch.com/companies/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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