Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

2026-03-07 · 45 min · 13 entities

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→ appeared on Odd Lots podcast

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Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI
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→ hosted by Bloomberg company

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→ discusses Business News concept

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mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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Feed category: News Commentary
mentioned Business News concept

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Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

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evidence rules-v4
Feed category: News
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
discusses Business News concept

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evidence rules-v4
Feed category: Business News

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mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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persons 1

mentioned Henry Blodget person

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Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

podcasts 1

appeared on Odd Lots podcast

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evidence rules-v4
Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

Episode description as stored

A year ago, all of the talk was about how the big AI companies were wildly overvalued. Everyone was calling it a bubble. Fast forward to now, and a dominant idea in the markets is that AI is so powerful that all kinds of legacy businesses — particularly software — could go to zero. So where does the truth lie? And what now for AI valuations? On this episode, recorded live at the On Air podcast festival in Brooklyn on February 25, we catch up again with Henry Blodget, the former Wall Street analyst turned Business Insider CEO, who is now the founder of Regenerator. In a wide-ranging conversation, Henry argues against the software doom scenario, and sees problems for OpenAI as it faces massive spending costs with stiff competition. Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.