{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Avory - Markets and Investing","title":"What did we learn from NVIDIA and Software this Week?","html":"","width":"100%","height":180,"duration":1671,"description":"AI vs SaaS: Seat + Consumption Can Coexist\nSalesforce, Workday, Nvidia, Zoom, Block | Around the Desk\nThis week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software.\nAre seat-based models being replaced?\nOr is AI expanding the value of platforms?\nUsing earnings and data from Salesforce, Workday, Nvidia, Zoom, and Block, Sean argues AI is enhancing durable platforms, not eliminating them. The winners are likely multi-product ecosystems with compliance depth, proprietary data, and embedded workflows. Not point solutions.\n00:00 Welcome and Disclaimer\n00:43 AI vs SaaS Big Week\n02:13 Platforms vs Point Solutions\n03:46 Salesforce Seats + Agents\n07:06 Jobs Data\n10:08 Buybacks + Workday\n12:07 Inflation + Breadth\n14:17 Nvidia + Valuations\n17:26 AI Adoption + Limits\n19:03 Capitulation Setup\n22:08 Portfolio Updates\n26:19 Closing\nDisclaimer\nThis content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. The views expressed are as of the recording date and may change. The host and affiliated entities may hold positions in the companies discussed. Investing involves risk, including potential loss of principal. Always conduct your own research and consult a licensed financial advisor before making investment decisions.\n© 2026 Avory & Co. All rights reserved.","thumbnail_url":"https://img.transistorcdn.com/ADRPTmp9Za1lH4Yt9ZONyfvomzdplTO8ScyOf5TslvM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kZTBk/NDJhZTkzMjZiZDAw/MWE5ZTc2OWYyNTg3/OTllMC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}