Software’s AI Risk
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here . This is a new company report announcement. Members can access Speedwell’s Reports here . You can become a Speedwell Member here . Subscribe now Software stocks have had their largest draw down ever as investors fear their very business models are at risk of becoming obsolete. And even if Software companies can manage to stick around through AI, certainly their financial model and TAMs are permanently impaired right? Or could it really be the case that investors have totally misread the AI risk to software stocks and most companies will come through fine, if not actually stronger? In order to have confidence in an investment, you must understand what the potential risks are and in this report we explore the key competitive factors to the AI debate, 8 distinct AI risks for SaaS companies, and then specifically apply our framework to over a dozen different stocks to see who is most at risk. We cover and provide AI risk assessments for Adobe , Atlassian , Intuit , Microsoft , ServiceNow , Salesforce , Workday , Constellation Software , Shopify , CrowdStrike , Booking , Airbnb , S&P Global , AppFolio , and several marketplace businesses ( Mercado Libre , Sea Limited , Etsy , and Amazon ). We cover all of this and much more in our 126 page Thematic Research Report. We hope you enjoy! Read the full report by becoming a member below! You can also just buy the Software’s AI Risk report through the link below. Become a Speedwell Research Member (Please reach out to info@speedwellresearch.com if you have any issues or need to speak to us to become an approved research vendor in order to expense the membership). If you are a member, you can access the Software’s AI Risk report here . The Synopsis Podcast. We will be releasing a company episode just on Adobe in the future. Follow our Podcast below to make sure you get it when it is released! Follow Spotify Follow Apple Software’s AI Risk Table of Contents Intro. The AI Value Chain. 8 AI Risks. Risk 1) One Model is Superior Risk 2) In-house Software Development Risk 3) Increased… Risk 4) Token…. Risk 5) Competition… Risk 6) Shifts… Risk 7) Customer… Risk 8) AI… Individual Company Risks and Moats. Adobe Atlassian Intuit Microsoft ServiceNow Salesforce, Workday Conestellation Software Shopify CrowdStrike Booking Airbnb S&P Global AppFolio Marketplace Businesses: Mercardo Libre, Sea Limited, Etsy, Amazon Conclusion Become a Speedwell Research Member Become a member today for access to our Software’s AI Risk Report as well as many others! See our full list of coverage here. If you aren’t ready to subscribe yet, you can still drop your email below to get our free business memos & other content.