{"podcast":{"title":"GREY Journal Daily News Podcast","slug":"grey-journal-daily-news-podcast-6927761","podcast_index_feed_id":6927761,"rss_url":"https://feeds.acast.com/public/shows/665dda1b3ce6480013459039","website_url":"https://shows.acast.com/grey-journal-daily-news","image_url":"https://assets.pippa.io/shows/665dda1b3ce6480013459039/1717644637445-1b845bfe8616f8bc0e179bd1a9d8bfbd.jpeg","author":"GREY Journal","episode_count":1451,"summary":"From our Manhattan news studio, welcome to the GREY Journal Daily News Podcast! We bring you digestible news and business insights tailored for ambitious entrepreneurs and CEOs. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-09-19T08:22:50.306209+00:00","page_url":"https://stenobird.com/podcast/grey-journal-daily-news-podcast-6927761"},"episode":{"title":"How Are AI Warnings Shaping Software Valuations?","slug":"how-are-ai-warnings-shaping-software-valuations","published_at":"2026-09-18T14:39:55+00:00","page_url":"https://stenobird.com/podcast/grey-journal-daily-news-podcast-6927761/how-are-ai-warnings-shaping-software-valuations","show_page_url":"https://stenobird.com/podcast/grey-journal-daily-news-podcast-6927761","url":"https://greyjournal.net/news/","audio_url":"https://sphinx.acast.com/p/open/s/665dda1b3ce6480013459039/e/6aad4d3b3544546cb8559ecf/media.mp3","summary":"Bloomberg reported a rally in software stocks following stronger earnings, while executives cautioned about AI costs and adoption risks. Management teams highlighted stable subscription growth, improved margins from efficiency efforts, and selective guidance raises. Companies described higher near term AI delivery costs tied to compute commitments with Amazon Web Services, Microsoft Azure, and Google Cloud. Monetization for AI features remains early, with per seat add ons, usage based pricing, and modest attach rates under procurement scrutiny. Enterprise buyers are requiring private deployments and stricter governance, which extends sales cycles. Markets are favoring profitable, scaled vendors with clear AI roadmaps, while smaller unprofitable SaaS firms face pressure, pushing some toward private financing and tuck in acquisitions. Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.","meta_description":"Bloomberg reported a rally in software stocks following stronger earnings, while executives cautioned about AI costs and adoption risks. Management teams…","key_points":[],"chapters":[],"topics":[],"duration_seconds":71,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/grey-journal-daily-news-podcast-6927761/episodes/how-are-ai-warnings-shaping-software-valuations/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/grey-journal-daily-news-podcast-6927761/how-are-ai-warnings-shaping-software-valuations.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}