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[return to "Why software stocks are getting pummelled"]
1. latefo+G02[view] [source] 2026-02-02 19:39:18
>>peteth+(OP)
> The fear is that these [AI] tools are allowing companies to create much of the software they need themselves.

AI-generated code still requires software engineers to build, test, debug, deploy, secure, monitor, be on-call, support, handle incidents, and so on. That's very expensive. It is much cheaper to pay a small monthly fee to a SaaS company.

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2. tossan+a82[view] [source] 2026-02-02 20:08:55
>>latefo+G02
That would justify a good multiple of 5 to 10. Not 30 or above as for high growth companies.
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