Welcome to the Dividend Cafe, weekly market commentary focused on dividends in your portfolio

and dividends in your understanding of economic life.

Well, hello and welcome to the Dividend Cafe.

I am your host, David Bonson. I have been inspired to write a piece on AI and the disruption that it represents

to the software industry and to investors and do various other elements of the economy for

some time and various issues over the last month have come up where I have had to push it off, the stuff

with the Fed, and then, of course, all the things of the Iran War. And yet today, we're going

to do it. And naturally, after I completed the Diven Cafe early this morning, as I'm sitting

here recording in the middle of the market day on

Friday, right before the market opened, the president did announce straight of our moose is open

and the blockade's working and Iran's coming around and this and that and markets are rallying

and oil is dropped. And so those things as I've been talking about for some time were part of the conversation and very

recent past dividend cafes.

And I'm very happy to see the way certain things are playing out.

But I want to comment more on that stuff.

I'm going to do that Monday in the dividend cafe.

And by then we'll have had a weekend of more analysis there.

But I do want to go forward

with this with today's topic about the AI disruption thesis. I think you can argue if we're not

for the Iran War, this would be the biggest story in markets so far this year. In fact, in early

February, which was close to a month before the military operation around began,

you had a pretty substantial sell-off in the software space and a big question about not

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