Mastodawn

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 News Feb 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 Schuler Feb 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

James Feb 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/

eicker.news ᳇ tech news Feb 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 Byern Jan 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

eicker.news ᳇ tech news Jan 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

AIagent.at 🤖 AI News Jan 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?AIagents.at #AIagent #AI #ML #NLP #LLM #GenAI

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