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Phil Rosen: AI disrupts software firms but startups unlikely to unseat leaders like Salesforce

Phil Rosen: AI disrupts software firms but startups unlikely to unseat leaders like Salesforce
AI disrupts software yet giants retain lead

AI is causing major changes for software companies, but the chances that a startup will replace established players like Salesforce remain very low, according to Nick Frasse of VanEck. Frasse, who oversees SMH, the largest semiconductor ETF in the industry, described the competitive advantages he sees for incumbent software firms.

Phil Rosen reported these views, highlighting Frasse's perspective on the resilience of software incumbents even as AI transforms the sector.

Rosen has previously reported that a $10,000 investment in the S&P 500 in 2005 would have grown to $54,839 by 2025 if the best-performing days were captured, with missed days significantly lowering returns (full story). He also noted that the S&P 500 has risen 118% in four years, a gain surpassed by only two bull markets in the last 70 years (details here). These prior reports provide context for the focus on resilience and long-term performance among major industry players.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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