Neeraj Agrawal

General Partner, Battery Ventures
@NeerajVC · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
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IGV long +22.3%
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IGV ×1
Recent Calls
IGV long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +22.3% Long Return +22.3% Short Return -
Average Return
7d +1.0%
30d +3.3%
90d +14.1%
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IGV iShares ... iShares Expanded Te...
Long
Feb 19
$81.78
+22.3%
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.
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.
AI/Semi
YOUTUBE
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