Futurum Equities Podcast | Ep. 9

from Futurum Equities Podcast · host Futurum Equities Podcast

Daniel and Shay discuss urgent trends in the software industry, focusing on challenges faced by SaaS companies amid rising AI technologies. Insights from Monday.com's earnings report indicate cautious future expectations. Predictions suggest many SaaS companies may not survive. The conversation also covers market dynamics, investment strategies, and the impact of volatility on trading, with a focus on companies like Nvidia and AMD, and national security concerns regarding technology exports.

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This episode is 58 minutes long.

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This episode was published on August 12, 2025.

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