IS AI COMING FOR SOFTWARE? | IWTB S2EP02

August 8, 2025

The episode covers recent market volatility, focusing on $HIMS, which faces revenue decline and margin compression amid broader healthcare sector challenges from $NVO. Despite this, Hims is expanding its services. $DOCN is poised for growth, potentially reaching a valuation of $15 to $20 billion by 2027, driven by AI integration. The SaaS industry faces intense competition, with many companies at risk of not surviving the next decade.