Bowery Capital AGM - March 2025

AI Contributes To Uncertainty “And then that all couples with what I think is massive uncertainty in the economic environment and then also just with how AI is going to play out . So we've been talking a lot about this idea lately that the coming wave of AI transformation is even bigger than what people have been calling digital transformation for the past 10 years. And I think that some enterprises are trying to figure out whether and where it may actually leapfrog their digital transformation , and it would actually be kind of a waste of time to invest in a technology that's just going to be sort of obsoleted by something else in 1 or 2 years. ”

- Q2 2025 Earnings Call (09/03/2024)

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