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“SaaSpocalypse” update: Jensen Huang noted at the Morgan Stanley TMT Conference that software will look far different in the future than it does today. He argued the, “software industry in the future will be much larger,” as companies evolve from classic seat-based models toward renting agents and specialized tokens. My take: Seat-based models will face pressure as the knowledge workforce contracts. Renting agents, or usage-based software companies, will flourish. We believe $LOUP offers diversified exposure to the agentic software cycle Jensen is describing. To learn more about the Innovator Deepwater Frontier Tech ETF ($LOUP), visit: https://t.co/QEOEJxQf6m.