Software Under Pressure: AI Uncertainty and the Path to Growth

Webinar Date: Wednesday, March 25th
Time: 12pm ET | 9am PT | 4pm GMT

Is AI disrupting software or redefining its next phase of growth? Amid heightened uncertainty across the software sector — 33% pullback in software multiples since October — investors are reassessing how AI could impact competition, pricing models, and long-term profitability.

This live Quarterly AI Update from AlphaSense and Morgan Stanley will explore the core findings of Morgan Stanley’s recent report, “Software Gut Check – AI IS Software,” to help you navigate the road ahead for incumbent vendors and emerging disruptors.

Key Discussion Points:

• Lessons from the Cloud: Comparing the current AI cycle to the mid-2010s public cloud transition.
• The $400B Expansion: Breaking down how GenAI could add $400 billion to the enterprise software market by 2028.
• The Incumbent Advantage: Assessing whether established players can maintain their edge in an AI-first world.
• Monetization Metrics: How to separate "AI experimentation" from "true monetization."