Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector.

As software stocks face a pullback driven by AI disruption, CNBC's Paulina Likos and Zev Fima explore how to estimate a company's long-term value using discounted cash flow.

Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector.

Despite fear-mongering about an AI-spurred economic crisis, Lin said that software remains a verdant area to invest.