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The Tech Download: Software was going to eat the world. Now it’s facing an 'existential' crisis
Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector.
On Aug. 20, 2011, legendary venture capitalist Marc Andreessen published a blog post—and an accompanying essay in the Wall Street Journal—that would become the sacred texts of the Silicon Valley bull ...
Software stocks have been sharply oversold on AI disruption fears, creating compelling value opportunities for patient investors. The narrative that AI will render established software firms obsolete ...
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