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He Quantified 200 Years of Disruption Kai Wu on Separating Software Survivors from Value Traps
Kai Wu of Sparkline Capital joins Excess Returns to break down his latest research on AI disruption, software stocks, value traps, and intangible moats. We discuss why software valuations have collapsed, why traditional...
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He Quantified 200 Years of Disruption Kai Wu on Separating Software Survivors from Value Traps is an episode from Excess Returns by Excess Returns. Kai Wu of Sparkline Capital joins Excess Returns to break down his latest research on AI dis...
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Published Jun 2, 2026, 01:03:56 long, audio available.
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