Post by Magellan Investment Partners

Watch here: https://lnkd.in/gJdyWR7X AI panic or opportunity? Rethinking the 'SaaS apocalypse' Senior Equities Analyst at Airlie Funds Management, Ray David, shares what the team is seeing on the ground: "Corporates aren't walking away from core systems. They're layering AI on top to drive productivity and that's a meaningful distinction." Ray also highlights where he sees value beyond software and which business models are proving far more resilient than the headlines suggest.