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[return to "Why software stocks are getting pummelled"]
1. Simian+X82[view] [source] 2026-02-02 20:12:22
>>peteth+(OP)
The Value of software is going down, this much is clear to most people. It will continue to demand proper engineering for its creation and operation. But AI will lead to an increase of unique one-of-a-kind systems created by very small teams. And the world will increasingly rely on these unique systems.

SaaS companies need to start reading the writting on the wall, their massive valuations enjoyed when software was harder to create will need to be justified.

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2. themaf+7c2[view] [source] 2026-02-02 20:26:07
>>Simian+X82
> this much is clear to most people.

There are more computers now than there ever have been. More people in more parts of the world have them than ever before. If you have this perspective you may just be locked in a first-world corporate nightmare that has stolen from you all vision and imagination.

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3. KellyC+Yg2[view] [source] 2026-02-02 20:45:59
>>themaf+7c2
TRUE! Actually the world around is controlled already by computers ~ chips: Your car, your dishwasher, your metro, your holidayjettravel etc.

And it becomes "worse": Billions and billions of chips ~ compusters are produced every year, the number is increasing.

Billions of people will get access to the stuff that was around for us "since ever" for the first time in their whole life.

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