Soft Software Bookings, AI Mania and the Coming Economic Bailout

Mar 07, 2025

∙ Paid

Unpopular Opinion #4: Americans Are Turning Into the Humans Caricatured in the Movie "Wall-E"

Soft Software bookings

March quarter Software bookings will be soft, but few companies report bookings, which means revenue for June and Sept Qs could be soft, certainly slower growth year-over-year v…

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