The AI Arms Race: How 'Content Flood' Reshapes The Map | Paradigm Platforms - Episode 2

Go to Hedgeye.com and HedgeyeAM.com for more. Join us for an exclusive discussion with Sam Rahman, Portfolio Manager at Hedgeye Asset Management, as we dig into the accelerating platform shift from the application layer to the agent layer and what it means for software valuations, competitive positioning, and the broader investment landscape. We will walk through key elements of our agent layer thesis — including the three-tier margin cascade that is structurally repricing enterprise softwar...