Calls
1
Neeraj Agrawal
General Partner, Battery Ventures
Win Rate
100.0%
return
+13.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 19
$81.78
+13.5%
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.
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Neeraj Agrawal has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: IGV.
