Neeraj Agrawal 2.8 1 idea

General Partner, Battery Ventures
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1 winning  /  0 losing  ·  1 positions (30d)
Net: +3.3%
By sector
ETF
1 ideas +3.3%
Top tickers (by frequency)
IGV 1 ideas
100% W +3.3%
Best and worst calls
Best calls
IGV LONG +3.3%
Public markets are selling off software on fears that "AI will kill SaaS." Private markets see AI expanding the total ad...
Feb 19
Worst calls
IGV LONG +3.3%
Public markets are selling off software on fears that "AI will kill SaaS." Private markets see AI expanding the total ad...
Feb 19
▶ YouTube Stocks Rise as Data Signal Resilient Economy | The Close 2/18/2026
Public markets are selling off software on fears that "AI will kill SaaS." Private markets see AI expanding the total addressable market (TAM). The selloff is an overreaction. AI will likely be a feature that expands the pie for incumbents (like CRM/NOW) rather than replacing them entirely. Valuations have reset to attractive levels. LONG Software (IGV) as a contrarian value play. AI agents actually do replace "seat-based" pricing models faster than anticipated.
IGV Bloomberg Markets Feb 19, 00:00
Neeraj Agrawal
General Partner, Battery Ventures
Neeraj Agrawal (General Partner, Battery Ventures) | 1 trade ideas tracked | IGV | YouTube | Buzzberg