Gerstner argues the market wrongly treats all software equally and expects meaningfully accelerating revenues from AI beneficiaries.
“And so we'll see. These guys have to deliver. And so I expect we're gonna see meaningfully accelerating revenues out of those companies,”
Gerstner says now is the time to find the 10% of beaten-down software companies that will benefit from AI.
“90% of the companies that are down deserve to be down. Find the 10% that got thrown out with the bathwater. Find the 10%, right, that are going to benefit from AI.”