JPM just dropped their list of “AI-resilient” software names and it’s a pretty stacked lineup $MSFT, $NOW, $PANW, $SNOW, $DDOG, $OKTA, $ZS, and more. Basically the usual suspects that either sell the picks and shovels of AI or sit right inside core enterprise workflows where AI adoption actually shows up in real spending.

Curious what everyone else thinks

Which name here is actually the most AI-proof… and which one just looks that way?