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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. Simian+fj2[view] [source] 2026-02-02 20:56:13
>>themaf+7c2
Perhaps the it would be better described as "commodification" of software, which still gets my point across. Software is absolutely more ubiquitous than ever before, this I can agree upon. But now we have the tools to create more of it, and therefore software is less valuable simply as it is less rare. I dont mean to say that software is valueless, but rather that it enjoyed inflated value as the amount of capital and effort required to build a software product was much greater.
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