91:57MSFMSFTLONG

“So I think the bear case on software Hey, I could just use Claude to write my next SAP. We're not losing any sleep over that. Because that's not what software…”

AI is a TAM accelerator for established software, not a killer, legacy apps get bigger not displaced

MSFMSFTLONG@ $522.31

$470.76-9.87%

since call Sep 16

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