N-gated Hacker NewsMay 7
🔮✨ Oh, the profound wisdom of Brian—agents need control flow, not more prompts! Because clearly, the software industry's been too busy writing poetic prompts instead of, you know, actual code. 🤦‍♂️ But hey, why scale with functional logic when you can just dream it all into existence? 💭🚀
https://bsuh.bearblog.dev/agents-need-control-flow/ #BrianWisdom #ControlFlow #SoftwareIndustry #CodeOverPrompts #FunctionalLogic #HackerNews #ngated
agents need control flow, not more prompts

Thesis: reliable agents tackling complex tasks need deterministic control flow encoded in software, not increasingly elaborate prompt chains If you’ve eve...

brian’s thoughts
Yonhap Infomax NewsMar 20
US financial stocks tumble 11% in first quarter amid mounting private credit market concerns, marking worst quarterly performance since 2020 as redemption pressures intensify across software-exposed funds despite Wall Street's assessment that systemic risk remains contained
#YonhapInfomax #FinancialStocks #PrivateCreditMarket #RedemptionPressure #SoftwareIndustry #SystemicRisk #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=111091
US Financial Stocks Plunge 11% in Q1 Amid Private Credit Concerns - Worst Since 2020

US financial stocks tumble 11% in first quarter amid mounting private credit market concerns, marking worst quarterly performance since 2020 as redemption pressures intensify across software-exposed funds despite Wall Street's assessment that systemic risk remains contained

Yonhap Infomax
☮ ♥ ♬ 🧑‍💻Mar 18

“Over the past three-and-a-half decades, #India's #SoftwareIndustry has created millions of #WhiteCollar jobs, spawning a new #MiddleClass driven by high ambition and strong purchasing power. This, in turn, has fuelled demand for apartments, cars and restaurants across top-tier cities such as #Bengaluru, #Hyderabad and #Gurugram over the past 30 years.

The #NiftyITIndex of 10 of the country's biggest software companies is down some 20% this year, wiping out tens of billions of dollars in investor money.
The #SellOff began early in February after #Anthropic's #Claude agent released a new tool that it claimed could automate key legal, compliance and data processes, hitting at the heart of the #LabourHeavy industry's #BusinessModel.”

#AI / #ArtificialIntelligence / #software / #engineering <https://bbc.com/news/articles/c5yrq1090p8o>

Bengaluru: Can India's $300bn outsourcing industry survive AI?

Indian IT stocks have plunged as fears grow of AI disrupting back offices. But some say these are overblown.

Yonhap Infomax NewsFeb 19
UBS forecasts that Microsoft and other major software firms will see share price gains, despite market concerns over an AI-driven industry slowdown and oversold valuations.
#YonhapInfomax #UBS #Microsoft #SoftwareIndustry #SharePrice #ArtificialIntelligence #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105805
Yonhap Infomax NewsFeb 12
Analysts say fears of AI triggering a collapse in the software industry are overstated, with experts noting AI will likely enhance, not replace, existing software firms.
#YonhapInfomax #ArtificialIntelligence #SoftwareIndustry #WilliamBlair #MorganStanley #OpenSourceSoftware #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105210
'Fears of AI-Induced Collapse in Software Industry Overstated'

Analysts say fears of AI triggering a collapse in the software industry are overstated, with experts noting AI will likely enhance, not replace, existing software firms.

Yonhap Infomax
Marcus SchulerFeb 10

Anthropic's Claude Cowork launch appears to have exposed structural weakness in per-seat SaaS pricing models. $285 billion in global software losses over 48 hours as markets repriced companies like Thomson Reuters (-17%) and LegalZoom (-20%). AI agents now handle tasks that per-seat licenses charge premium rates for. Early sign of broader business model shift in software industry.

#SaaS #AIAgents #SoftwareIndustry

https://www.implicator.ai/per-seat-software-built-a-390-billion-industry-ai-agents-just-broke-the-math-2/

Per-Seat Software Built a $390 Billion Industry. AI Agents Just Broke the Math.

AI agents triggered a $285B software selloff. Per-seat SaaS pricing, the $390B industry's foundation, is breaking as agents replace users.

Implicator.ai
JamesFeb 8

Anthropic's new Claude plugins just wiped $285 billion from software stocks.

According to Bloomberg, it's the sector's worst day since April.

Goldman's software basket dropped 6%. Financial services fell 7%.

For the first time, markets treated AI as a zero-sum force, not a rising tide.

#ArtificialIntelligence #Anthropic #Claude #TechStocks #SoftwareIndustry

https://www.reuters.com/business/media-telecom/global-software-stocks-hit-by-anthropic-wake-up-call-ai-disruption-2026-02-04/

tech news ᳇ eicker.newsFeb 4
Shares of companies selling or investing in #software fell sharply after #Anthropic announced new #AItools for its #Cowork assistant. The downturn, driven by concerns about AI disrupting the #softwareindustry, wiped around $300 billion off software and data stocks. https://www.wsj.com/finance/investing/software-slump-drags-down-private-fund-managers-6f840d0c?eicker.news #tech #media #news
Thomas ByernJan 22

Every trend follows the same choreography:
excitement, overuse, disappointment, blog posts, courses, certifications, rebranding.

The technology changes.
The language changes.
The choreography doesn’t.
The incentives rarely do.

Eventually, we rediscover restraint and call it a new paradigm.

#TechTrends #HypeCycle #SoftwareIndustry #MetaTech #ByernNotes

tech news ᳇ eicker.newsJan 17
The rise of #AI, exemplified by #ClaudeCode, is reshaping the #softwareindustry: #Software is becoming an #output of #hardware, with #AIagents as the new “fast memory” and infrastructure software as the “persistent memory.” This shift necessitates a change in software business models, focussing on providing persistent data and APIs for AI agents, rather than human-oriented consumption software. https://www.fabricatedknowledge.com/p/the-death-of-software-20-a-better?eicker.news #tech #media #news
The Death of Software 2.0 (A Better Analogy!)

The age of PDF is over. The time of markdown has begun. Why Memory Hierarchies are the best analogy for how software must change. And why Software it's unlikely to command the most value.

Fabricated Knowledge