There's no doubt artificial intelligence is influencing all areas of life, business and technology, but AI isn't a new thing. In fact, at least one company has been working on AI-embedded software for the last nine years, although some frustrations may be keeping investors out of the stock despite the potential for significant future upside.
At the Sohn San Francisco conference earlier this week, Glen Kacher of Light Street Capital explained why he thinks the current model AI is creating will lead to great profits for Autodesk.
He started by drawing comparisons between generative AI now and the internet boom in the late 1990s and 2000s. Kacher noted that the internet rebuilt consumer retail and the software industry, moving...
