Is the recent panic over AI disrupting the software and financial data industries justified, or are we overlooking the resilience and adaptability of incumbent firms? 🚀

We review the background behind recent AI-driven disruption.

https://ccas.tech/2026/02/05/selloff/?utm_source=mastodon&utm_medium=jetpack_social

Are we right to be wary of financial data stocks? - Carroll Consulting and Advisory Services

In 2011, Marc Andreessen wrote that software is eating the world. The catchy title conveyed the transformative role software was playing across a range of industries, the thesis aged remarkably well. Today, it is the software vendors who find themselves on the precipice. In under a generation the world has pivoted, it is their turn

Carroll Consulting and Advisory Services - Deep strategic and operational industry expertise supporting startups, vendors and financial services firms in the information services ecosystem.