Episode 7 - Live from DevDay

Bullish

• $DEVTOOLS— Software development tools are experiencing a Cambrian explosion as AI democratizes coding, making it easier than ever to create prototypes and build software

  • “I think we are about to see the Cambrian explosion of software the same way that with the web, there's the Cambrian explosion of news sources.”

    Dani·18:35Hear it

  • “Vibe coding is this idea of it's never been easier to create prototypes.”

    Lee·58:46Hear it

  • “We're still so early. We are so early.”

    Lee·56:10Hear it
• $EDTECH— AI literacy is becoming mandatory for students, creating significant opportunities in educational technology

  • “Every student has to know how to use this stuff. If you're graduating from high school and you don't know how to use AI yourself, you're at a severe disadvantage.”

    Caleb·3:10Hear it
• $HEALTHTECH— Healthcare technology is delivering significant time savings for doctors, with some saving over an hour per day

  • “We see doctors saving as much as an hour or more a day.”

    Zach·27:28Hear it

Not investment advice.