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NEW PODCAST EPISODE! Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case: AI Disruption and Market Concerns (15:45) Acquisition Strategy (19:45) Leadership Transition and Its Implications (28:29) Cultural Impact and Decentralization in Business (29:04) AI's... show more

Chit Chat Stocks

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33,278 views • 5 months ago •via X (Twitter)

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