Is AI About To Destroy The Software Industry? | Gavin Baker, Antonio Gracias & Ron Biscardi Guyana [5HjEdqCGc4C]

Ron Biscardi (iConnections), Gavin Baker (Atreides Management), and Antonio Gracias (Valor Equity Partners) on the defining technology moments of the decade in 50 seconds.

Topics john stones covered in the full conversation at Global Alts Miami 2026:

Why SaaS companies have 2-3 months coco gauff to adapt or fail

AWS olivier martineau outage caused by an autonomous coding agent

Tesla Autopilot: the most efficient AI in the world

Optimus, China, and the geopolitical stakes of AI

"How big is the bubble?"

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#iConnections #GlobalAlts #AI #Investing #Tesla #Optimus

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