AI Disruption: Impact on Software Stocks and Business ModelsAI Disruption: Impact on Software Stocks and Business Models
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AI is not just changing products anymore. It’s starting to rewrite the economics of software.
Today, software stocks dropped after IBM and ServiceNow results reignited fears that AI could pressure traditional software pricing and business models.
That’s the part people keep missing: AI disruption is no longer a future theory. Public markets are already pricing it in.
The next question is brutal and simple: which software companies are actually using AI to build a moat, and which ones are just being exposed by it?
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