The market is beginning to price in a structural risk for traditional software.
While the AI index soars, the software basket lags behind, with sharp declines in names previously considered "core growth" companies.
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The market is beginning to price in a structural risk for traditional software.
While the AI index soars, the software basket lags behind, with sharp declines in names previously considered "core growth" companies.
Everyone keeps saying AI will enable 1 person billion dollar companies.
Nope, it will deflate and commoditize software and we will all be indiehackers begging for $5/month subscriptions...
True with Adobe and ACN