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Eric Compton

Mar 20, 2026

10:09
Can you talk about why design software looks resilient?
10:13
Sure.
10:13
So design software is another one where, uh...
10:17
So okay, so taking a step back, you know, a lot of these correlations in the market have gone to one.
10:21
You know, it's kind of like anything within or adjacent to software, like we're just gonna sell it all off.
10:27
Uh, engineering or, or design software I think fits within that, or a lot of those have also gotten sold off.
10:32
But we, we think those are gonna be a little bit more resilient than just your average like enterprise SaaS app.
15:35
What's the takeaway for investors looking for opportunities within these AI-related sell-offs?

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