Enterprise Software Valuation and Pricing Power Erosion
Discussed in 1 analyzed podcast episode across 1 show
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Odd Lots · Feb 28, 2026
James van Geelen on His Viral AI Doom Scenario
AI Capability Acceleration and Exponential Improvement CurvesWhite-Collar Job Displacement and Labor Market DisruptionAgentic AI and Disintermediation EconomicsPrivate Credit and Life Insurance Systemic RiskAI Model Pricing Competition and Race-to-the-Bottom Dynamics
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