Miner Company
What CEOs Worried About In Q1 Earnings Calls
AI and agentic AI dominate boardroom discussions, with increasing focus on specific applications like OpenClaw and digital transformation. Despite ongoing software valuation declines and 'SaaSpocalypse' concerns, I remain bullish on software and see current levels as oversold.
AI and agentic AI dominate boardroom discussions, with increasing focus on specific applications like OpenClaw and digital transformation. Despite ongoing software valuation declines and 'SaaSpocalypse' concerns, I remain bullish on software and see current levels as oversold.