HeyJaredMontaka's Spotlight Series
Join the Montaka Global Investments team as they chat about the stocks and market dynamics that shape their decisions. Listen in for a great stock market education on basics, market commentary and learn how to invest better on your own.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 7, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
Why China's Kimi is a gift to the western hyperscalers (opens the original)
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An open weight AI model out of China just landed in the top four in the world, and it is free to download. In this Spotlight Series episode, Andrew Macken is joined by Montaka's Director of Research, Amit Nath, to unpack what the collapse in the cost of intelligence means for Western AI labs, for the software companies building on top of them, and for the hyperscalers who own the compute underneath. They cover why the foundation model layer turned out to be the vulnerable part of the stack, how
Is SaaS Dead? Why Salesforce Might Be the Most Misunderstood Stock in Tech (opens the original)
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The narrative around Salesforce has been brutal: SaaS is dying, AI agents will bypass software entirely, and the seat-based model is finished. Montaka's Chief Investment Officer Andrew Macken disagrees, and he's put real numbers behind it. In this presentation from the MOI Global Wide-Moat Investing Summit, Andy breaks down why Salesforce's real advantage was never the software itself. It's the trusted, secure distribution into 150,000+ enterprise customers, the 250+ petabytes of proprietary dat
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