@nicholas_crown: CrowdStrike gained 11% and Salesforce another 13% during the AI frenzy. AI isn't replacing software, it's making it more efficient. The trade was wrong because the relationship was wrong. Click the link in my profile to get our full market analysis.
long term leopold is absolutely right, software will eventually fade into obscurity once companies vibecode their own infrastructure
2026-08-31 19:01:42
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tibbybit :
He blew up cause of leverage. He could’ve ridden the volatility without liquidating
2026-08-31 23:56:54
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Bo Zhang :
This video is completely wrong, he blew up cause he was over leveraged during a big downturn in the AI sector. His fund blew up before SaaS sector made a huge gap up run.
2026-09-01 01:05:25
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Chris :
I just vibe coded a replacement for a software that we spend 30,000 a year on I don’t think he was wrong. I think he was Early.
2026-08-31 22:39:21
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GG :
supporting small creators
2026-08-31 21:02:59
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boilerdad24 :
Software engineering still matters. Prompt/loop/agentic/etc engineering still create software, and those principles still apply. They will matter until the AI tools can create apps on par with SAAS apps. Then it’s all about the data, even more than it is now.
2026-08-31 20:50:29
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Ryan Owen :
people don't understand that these companies aren't just there own software you are buying into a whole stack of software plus ai working together.
2026-08-31 19:02:28
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UchihaSasuke :
spot on as usual 👌
2026-08-31 19:15:01
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Benjamin L Dreymond :
When I count my blessings, I count you twice @Carolina Wayne
2026-08-31 20:43:01
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Aaron Oquinn :
😳😳😳
2026-08-31 19:30:33
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Benjamin L Dreymond :
IN EVERY DOUBT, A SEED OF GRATITUDE FOUND ITS ROOTS. 🌱🌱
@Carolina Wayne
2026-08-31 20:44:00
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