AI Won’t Kill the Software Business, Just Its Growth Story - WSJ

kept by eddie feb 05

Despite AI-driven selloffs in software stocks, replacing complex enterprise platforms like Salesforce or Workday with AI is impractical due to their deep subject-matter expertise.

Threat of New AI Tools Wipes $300 Billion Off Software and Data Stocks - WSJ
Investors wiped $300 billion off software and data stocks after Anthropic's new legal AI tools sparked fears that AI will disrupt software companies' competitive moats.
also on Intuit, Adobe, Salesforce, Anthropic, #business-strategy, #software-engineering
Slop Terrifies Me
The HN discussion on AI slop reveals deep divisions over whether cheap, good-enough software from LLMs will destroy craft or just accelerate existing quality declines.
also on Workday, Adobe, #software-engineering
The AI agent bottleneck isn't model performance — it's permissions
Workday's Sana platform addresses the enterprise AI agent bottleneck by embedding permission governance directly into its system of record, solving identity and accuracy for HR and finance workflows.
also on Workday, #enterprise
Software Is Dead — Long Live Software - by Euclid Ventures
AI will expand the software market rather than kill SaaS, and vertical software with strong data and workflow moats will survive and thrive.
also on ServiceNow, Salesforce, #enterprise, Anthropic, #business-strategy, #software-engineering
Gen Z is not booing AI. It is booing its own job market
Gen Z's booing at commencement speeches reflects accurate reading of job market data showing AI will disproportionately displace entry-level workers, not generational confusion.
also on ServiceNow, Anthropic