Evidence

I think those drive-thrus matter, but they're also much easier to replicate. I also am not sure how much optionality is left for this company. There's a lot of saturation, a lot of growth is dependent upon China, where there's a lot of homegrown competition that they have to go

— Brian Stoffel

my faith in their ability to do that pivot and still have it be around and be meaningful by 2036 is very low and I think that the valuation is quite expensive.

— Brian Stoffel

I completely sold out of Salesforce and Adobe because of this... Adobe the same thing. The immediate threat is less actually with Adobe, but as these tools get better and better and better and better every week. I think that the long-term thesis for Adobe and Salesforce is challe

— Brian Stoffel

I do believe that as these models improve and increase in their proliferation, it will be an existential threat to service. Now, luckily I was able to get out of that with very little damage to my own portfolio. 5% loss.

— Brian Stoffel

I completely sold out of Salesforce and Adobe because of this... I think that the long-term thesis for Adobe and Salesforce is challenged.

— Brian Stoffel

these three, I believe, especially when you consider the pace of innovation that Anthropic is coming out with are really you cannot bet on them to be the default choice any longer. And that can absolutely absolutely collapse the terminal value of these companies and their valuati

— Brian Stoffel

co-work really attacks the document cloud because this business is being easily disrupted by anthropic and on the creative cloud side I will admit that co-work is not a huge threat there but there are other AI image machines that are rapidly improving that could do that... these

— Brian Stoffel