What does $Alphabet - C(GOOG.US) management have to say about the software sell off. Mark Mahaney asked the question on the call.
Sundar said this moment for software leaders need to deeply incorporate AI into workflows and drive efficiencies within the organization. My take: Doesn't tell us anything. He added token usage from software companies has been "very robust" in December. My take: The software companies know that they have to rebuild their business with AI, which speaks to them understanding the reality of what's around the corner.Source: Gene Munster
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