A look into the AI coding revolution: What every investor has to know before investing in software companies and how Cursor and Windsurf are sending shockwaves to the industry
Great analysis. Your take on it makes me realize that the future in AI is unknowable. The advances are so rapid, it is impossible to know who wins. As a value investor, I am going to shift my focus of reasearch elsewhere, while everyone looks at AI in amazement. Thank you for your content.
Great analysis. Your take on it makes me realize that the future in AI is unknowable. The advances are so rapid, it is impossible to know who wins. As a value investor, I am going to shift my focus of reasearch elsewhere, while everyone looks at AI in amazement. Thank you for your content.
Totally get that—and it's a smart contrarian instinct. Appreciate the kind words!
You're most welcome.