America’s biggest investor Michael Burry to everyone saying software companies are 'dead': LLMs, no matter how advanced they get at being LLMs, will never beat ...
Michael Burry, a prominent investor, believes software companies are far from obsolete, especially with AI. He highlighted Adobe and Autodesk as well-positioned due to their creative tools and industry expertise. Intuit also benefits from trust and accountability in financial services. Conversely, DocuSign faces challenges. Burry is also bullish on Alibaba, seeing its AI strategy as superior in China and its stock undervalued.
Michael Burry, a prominent investor, believes software companies are far from obsolete, especially with AI. He highlighted Adobe and Autodesk as well-positioned due to their creative tools and industry expertise. Intuit also benefits from trust and accountability in financial services. Conversely, DocuSign faces challenges. Burry is also bullish on Alibaba, seeing its AI strategy as superior in China and its stock undervalued.
