AI

AI Eating the (Software) World?

Nearly fifteen years ago, Marc Andreessen – the cofounder of Andreessen Horowitz and Netscape – wrote an op-ed in the Wall Street Journal on Why Software is Eating the World. He highlighted at that time valuation for many technology companies was only at par with the broader stock market despite having much higher profitability andContinueContinue reading “AI Eating the (Software) World?”

Eight Things to Watch in 2026

This year has certainly been full of surprises for investors, with AI remaining the core equity investment theme. DeepSeek translated to a brief correction in the U.S. favorite AI names in February and March, followed by the U.S. tariffs announcement that escalated in April, then the U.S. bombing Iranian nuclear facilities in the summer, andContinueContinue reading “Eight Things to Watch in 2026”