Investors / stance tracking
What Jason Greenberg is saying
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3 dated public stances tracked since 2026-10-23, most recently 2026-10-23. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jason Greenberg's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jason Greenberg is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
1
themes
0
side flips
2026-10-23
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| ENTERPRISE SOFTWARE WITH PROPRIETARY WORKFLOWS AND LOCK-IN | 1 | 1 bullish | 2026-10-23 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-23
long ENTERPRISE APPLICATION SOFTWARE / short Ai Infra
pair
CNBC (uncut) · uncut_tv
With AI infrastructure now sufficient to deliver application-layer value, capital is rotating from picks-and-shovels (chips, data centers) toward enterprise software companies that leverage AI to improve products and maintain lock-in moats
“rotation out of picks and shovels...towards the application software companies that six months ago investors talked about being left for dead”
CNBC uncut 2026-10-23 14:08 ET (5 min)
2026-10-23
short Ai Infra / long APPLICATION SOFTWARE
pair
CNBC (uncut) · uncut_tv
The AI trade is rotating from picks-and-shovels infrastructure (chips, data centers) into application software because consumers and enterprises always allocate spend toward end applications that help them accomplish tasks, not underlying infrastructure — and…
“rotation out of picks and shovels...towards the application software companies that six months ago investors talked about being left for dead”
CNBC uncut 2026-10-23 13:58 ET (5 min)
2026-10-23
ENTERPRISE SOFTWARE WITH PROPRIETARY WORKFLOWS AND LOCK-IN
bullish
CNBC (uncut) · uncut_tv
AI is enabling—not disintermediating—enterprise software companies with strong lock-in and proprietary data, and their recent selloff was a mispricing as capital rotates from picks-and-shovels infrastructure into application software
“for everything else, it's effectively enabling. Software companies are leveraging AI faster to make their products less expensive, more capable”
CNBC uncut 2026-10-23 14:03 ET (5 min)
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