There is significant uncertainty about whether software will continue to be one of the highest-quality business models in the world, as it has been thought to be for the longest time.

factualpending

Speaker

Joseph Shaposhnik

Evidence Quote

For the longest time, software was thought to be one of the highest-quality business models out there in the world. And I think that there's significant uncertainty about whether that will continue to be the case.

Source

The $1 Trillion Supercycle Hidden in Plain Sight | Joseph ShaposhnikExcess Returns
Created: 8/12/2026, 6:14:37 PM

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