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How AI Is Rewriting the Rules of Software Investing | Insights from SaaStr 2025

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Manage episode 486479693 series 2969635
Content provided by Left Brain Investment Research and Brian Dress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Left Brain Investment Research and Brian Dress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you a high net worth investor looking to stay ahead of the curve in the age of AI?

Here’s your inside track on how artificial intelligence is transforming enterprise software—and where forward-thinking investors are putting capital to work right now. In this episode, Brian Dress (Director of Research at Left Brain Wealth Management) sits down with our CEO & Chief Investment Officer Noland Langford to share powerful insights from the 2025 SaaStr Conference in San Mateo, California. We dive into: How AI is reshaping the competitive landscape for software companies The next wave of tech innovation—and how to invest before Wall Street catches up Why growth is slowing in some areas and accelerating in others Standout companies like Rubrik, HubSpot, and ServiceNow—and what they reveal about the future Our proven process for identifying high-conviction investment opportunities Left Brain Wealth Management works closely with high net worth individuals and families who are serious about growth, innovation, and proactive wealth strategy. Schedule your complimentary introductory call with us today: https://m.levitate.ai/67de35-5y0b8m?landing=true Like this content? Don’t forget to LIKE, SHARE, and SUBSCRIBE, and click the bell to get notified when new market insights drop.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 486479693 series 2969635
Content provided by Left Brain Investment Research and Brian Dress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Left Brain Investment Research and Brian Dress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you a high net worth investor looking to stay ahead of the curve in the age of AI?

Here’s your inside track on how artificial intelligence is transforming enterprise software—and where forward-thinking investors are putting capital to work right now. In this episode, Brian Dress (Director of Research at Left Brain Wealth Management) sits down with our CEO & Chief Investment Officer Noland Langford to share powerful insights from the 2025 SaaStr Conference in San Mateo, California. We dive into: How AI is reshaping the competitive landscape for software companies The next wave of tech innovation—and how to invest before Wall Street catches up Why growth is slowing in some areas and accelerating in others Standout companies like Rubrik, HubSpot, and ServiceNow—and what they reveal about the future Our proven process for identifying high-conviction investment opportunities Left Brain Wealth Management works closely with high net worth individuals and families who are serious about growth, innovation, and proactive wealth strategy. Schedule your complimentary introductory call with us today: https://m.levitate.ai/67de35-5y0b8m?landing=true Like this content? Don’t forget to LIKE, SHARE, and SUBSCRIBE, and click the bell to get notified when new market insights drop.

  continue reading

100 episodes

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