Why Klaviyo (KVYO) Could Be the Standout AI Beneficiary in Software?

In Q3 2026, Meditation Capital reports a favorable period for its software holdings, driven by Salesforce’s acquisition of Braze, a positive rerating for Atlassian, and strong gains across Dynatrace and Workiva. The letter can be downloaded here. These successes validate the firm’s core investment philosophy: identifying companies with exceptional products, high growth, and low valuations that deliver tangible value to customers and society. Additionally, the discussion contrasts “AI trade”...