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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.
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cnbc.com
Here's why long-term worries about AI disruption causes such a big hit to software stocks
As software stocks face a pullback driven by AI disruption, CNBC's Paulina Likos and Zev Fima explore how to estimate a company's long-term value using discounted cash flow.
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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.
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fortune.com
Why Sequoia’s Alfred Lin isn’t worried about the SaaS-pocalypse | Fortune
Despite fear-mongering about an AI-spurred economic crisis, Lin said that software remains a verdant area to invest.