By Yahoo Finance Video
Publication Date: 2026-04-09 11:00:00
00:00 Speaker A
The thing we were all grappling with before we got sidetracked by this huge conflict was, um, who gets disrupted and who doesn’t? Does this mean the exam will now resume?
00:11 Speaker B
It goes on, but I think there’s a finer point. The IGVN, this software index that has gone completely haywire, I think is down 23-24%. Uh, this is really based on the software-as-a-service model. Instead, people have moved to new businesses that are all based on consumption, like a snowflake, or, you know, a Mongo DB is another example. These companies do not have the problem of changing models. That’s number one. Secondly, I think there is more of a rational debate about the utility of the record label system. This recording system, the security companies or like SAP, Oracle or Microsoft, are not being ripped out. And I think they have a tremendous…
