Can you please post a bit of basically methodology like the ticker symbols you are tracking, selection criteria and how the index is weighted? Otherwise it is a bit hard to use this for anything credible. But I am curious to follow the iteration!
Great data, thanks for sharing Ernie! There are way more than 35 public SaaS companies though — is there somewhere we can see which tickers are in your index?
It's interesting to see some of the contrast between the hard data (such as yours) and some of the more negative opinions on what genAI *might* do. I currently subscribe to the view (based on the Acemoglu/Restrepo ATM paper) that the current iteration of genAI is more likely to boost business and labor, rather than replace it.
Can you please post a bit of basically methodology like the ticker symbols you are tracking, selection criteria and how the index is weighted? Otherwise it is a bit hard to use this for anything credible. But I am curious to follow the iteration!
Great data, thanks for sharing Ernie! There are way more than 35 public SaaS companies though — is there somewhere we can see which tickers are in your index?
Great analysis and data here!
It's interesting to see some of the contrast between the hard data (such as yours) and some of the more negative opinions on what genAI *might* do. I currently subscribe to the view (based on the Acemoglu/Restrepo ATM paper) that the current iteration of genAI is more likely to boost business and labor, rather than replace it.