Scott Wu - Building Cognition - [Invest Like the Best, EP.402]
Bullish:
- $AIAGENTS - AI agents are expected to have widespread applications across industries, with software engineering being one of the first and most impactful areas.
- $NETFX - Network effects will remain valuable in the AI-driven future, with data and personalization becoming even more powerful.
- $AI - Solving larger AI problems may be easier and more impactful than tackling smaller issues, suggesting potential for significant advancements in AI technology.
Bearish:
- $LEGACY - AI-driven implementation and migration could significantly reduce switching costs in software, potentially disrupting incumbent companies relying on lock-in effects.