George O'Connor and
Ian Robertson catch up on recent tech news.
They consider whether in the words of Robert Smith (of Vista Equity Partners) ‘‘
Software tastes like chicken’ and what the success of Mark Leonard’s $80bn market cap Constellation Software as a serial acquiror of vertical market software businesses, has in the way of lessons for UK listed company investors and advisors.
They also chat about recent industry newsflow, discussing vertical market software companies, GenAI and data centres, and the market's negative reaction to Alphabet’s recent results. Over the next few weeks they look forward to the quarterly results of other big tech like Microsoft, Meta, Apple and Amazon, and wonder what they will say and commit to on AI in promises and dollars.