Topic
software
2 articles published
Articles
Latest first
stocks
June 20, 2026
4 min read
AI May Not Kill Software. It May Kill Software Categories.
A framework for evaluating which software categories and companies may be most vulnerable to AI driven consolidation, embedding, and changing make versus buy economics.
stocks
June 20, 2026
4 min read
People Don't Buy Software. They Buy Problem Ownership.
Why AI won't eliminate software companies, researchers, or experts—and why ownership, judgment, and accountability become more valuable as production gets cheaper.