Software Apocalypse or Opportunity? Interview with Braden Dennis, CO-Founder and CEO of Fiscal.ai

Is AI eating the software industry, or is it just making it more powerful? In this episode, we sit down with Braden Dennis, CEO and co-founder of Fiscal.ai, to discuss the shift happening in enterprise SaaS. If you've watched our videos, you know we use Fiscal's charts every single day to analyze the markets, so it was great to get Braden’s perspective on where the industry is headed. We dive deep into the software apocalypse narrative and whether it’s based in reality or just a market overreaction. Braden explains why maintaining software is getting easier, how his engineering team has achieved 10x productivity, and why internal AI solutions are coming for the "busy work" that off-the-shelf SaaS can't solve. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Chapters:0:00 – Is AI Eating Software? 1:12 – Meet Braden Dennis, CEO of Fiscal.ai 1:45 – Why Software Engineering Has Changed Completely 2:40 – 2026 Outlook: Opportunities vs. Traps 3:30 – What Software is Becoming Obsolete? 4:30 – Automating the "Unsolvable" Internal Busy Work 5:15 – "Intelligence in the Sky": A New Data Layer 6:10 – Pricing Power Debate: Will Clients Pay Less? 7:45 – Broadcom & VMware Case Study8:55 – Comparing the Software Correction to 2018 Semiconductors 11:45 – Lessons on Market Cyclicality 13:55 – The Problem with Late-Stage Venture Capital 16:00 – Why We Need More Tech IPOs 18:10 – The Incentive for Founders to Stay Private 20:00 – Evaluating Figma and Adobe in the AI Age21:30 – ServiceNow: Narrative vs. Financial Reality 22:45 – Final Verdict: Being Selective in a Sell-off If you found this video useful, please make sure to like and subscribe! ********************************************************* Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #AI #SaaS #SoftwareStocks #Investing #ChipStockInvestor #FiscalAI #TechInvesting #ServiceNow #stockmarket2026 Nick and Kasey own shares of Adobe, Figma, ServiceNow

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(462)

Solstice's $4.5B Element Solutions Deal: Why It Sold Off

Solstice Advanced Materials is acquiring Element Solutions (NYSE: ESI) in a $4.5 billion deal that would create a combined semiconductor and electronics materials supplier generating close to $8 billi...

17 Juli 12min

Hyperscaler CapEx Hits $800B: Why Memory & Optical Stocks Are Booming

Hyperscaler capital expenditure is on pace to hit $800 billion in 2026, up from $482 billion just a few quarters ago, and the trajectory points toward $1 trillion by 2027. This is the real driver behi...

16 Juli 5min

Qualcomm Is Quietly Becoming an AI Data Center Stock

Qualcomm just held its 2026 Investor Day, and the headline number is a new $15 billion AI data center revenue target for 2029 — up from essentially zero two years ago. We break down whether this fable...

14 Juli 11min

IBM NanoStack CFET: Turning Patents Into Chip Royalties

IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semicond...

10 Juli 15min

Jensen Called Marvell a $1T Stock — We're Not Buying It

Marvell (NASDAQ: MRVL) stock has surged since Jensen Huang called it the next trillion-dollar company — we ran a reverse DCF on the Q1 FY2027 earnings to see if the rally is justified.Marvell just pos...

7 Juli 11min

Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In thi...

4 Juli 11min

Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NY...

2 Juli 10min

Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?

The memory chip industry has historically been plagued by vicious boom-and-bust cycles, but Micron is taking aggressive steps to rewrite the rules. In this episode of Chip Stock Investor, we discuss S...

30 Juni 17min