The Hidden Moat in Institutional Research (feat. Greg Irwin)

In this conversation, Greg Irwin, co-founder of BWG Global, discusses the role of his company in providing fundamental research for institutional investors. He emphasizes the importance of community and networking in the tech industry, the logistics of organizing expert discussions, and the balance between art and science in research methodologies. The conversation also explores the transformative impact of AI on research and enterprise software, the geopolitical implications of technology, and the evolving landscape of investing in AI and technology stocks. Greg shares insights on lock-in strategies in technology and the role of AI coding tools in modern development, concluding with reflections on the future of enterprise software.