Talking Tech - Episode 36
Episode 50 of the PIWORLD Investor Podcasts podcast, hosted by piworld, titled "Talking Tech - Episode 36" was published on February 17, 2026 and runs 14 minutes.
February 17, 2026 ·14m · PIWORLD Investor Podcasts
Summary
Progressive's George O'Connor and Ian Robertson consider the Saint Valentine’s day tech massacre. In face of the carnage, we take a step back and remember that writing software is only part of the story. You need to plan, develop, test, sell and maintain. AI is untested in customer support for AI and much else besides.We have flashbacks to when Open Source became a thing and look to the SaaS transition and lessons learned and not learned.There is value amongst these hard-hit tech software stocks, but survival and growth in the face of AI is more than about having embedded products. It’s also about the company structure and culture, and scarily for UK investors, its code base too.We consider the realignment of earnings multiples. After over a decade of analysts and investors assuming SaaS revenues go on forever, it’s now increasingly obvious that many software companies can and will die, and it might be messy.
Episode Description
Progressive's George O'Connor and Ian Robertson consider the Saint Valentine’s day tech massacre.
In face of the carnage, we take a step back and remember that writing software is only part of the story. You need to plan, develop, test, sell and maintain. AI is untested in customer support for AI and much else besides.
We have flashbacks to when Open Source became a thing and look to the SaaS transition and lessons learned and not learned.
There is value amongst these hard-hit tech software stocks, but survival and growth in the face of AI is more than about having embedded products. It’s also about the company structure and culture, and scarily for UK investors, its code base too.
We consider the realignment of earnings multiples. After over a decade of analysts and investors assuming SaaS revenues go on forever, it’s now increasingly obvious that many software companies can and will die, and it might be messy.
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