How is AI Impacting Software? Jarvis Update September 13, 2024: Live from the 2024 SaaStr Conference

Left Brain Thinking

0:00 Intro 1:02 Why Noland is at SaaStr this year 1:40 Topic 1: Recapping 2024 SaaStr 5:24 Topic 2: Trends and Takeaways from SaaStr

Software companies and, consequently, software stocks, have been on a rollercoaster ride over the last three years. Rising interest rates and the emergence of AI are just two of the many challenges facing the software industry.

In this week's Jarvis® Update, we take a slightly different direction than in our normal videos. CEO Noland Langford joins Director of Research, Brian Dress, live from the 2024 SaaStr Conference in San Mateo, CA. SaaStr is a huge gathering of both leading and emerging software-as-a-service (SaaS) companies from all over the world.

Noland is clear that he is attending the conference to look for new investment opportunities for Left Brain clients. Growth is central to the Left Brain strategy and finding new avenues to deliver growth is always a high priority for us.

Noland shares some of the companies that surprised and impressed him most in face-to-face meetings. He also covers themes that seem to be universal in the software business today.

We close out the episode with a lengthy discussion of how AI is impacting the software business, for better or worse.

Topic 1: Recapping the SaaStr Conference Topic 2: Trends and Takeaways from SaaStr

We happen to think growth is important for investors in all phases of life. To hear how we are incorporating what we've learned at SaaStr for our clients, get in touch with us using the contact info below.

Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and to find longer-term rates of return on your cash, along with avenues of growth here.

To check out our website, head over to https://leftbrainwm.com/

If you would like more information about our model portfolios head to https://leftbrainwm.com/report.

Email Brian at [e-mail] for details.

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.