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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. epolan+Rn2[view] [source] 2026-02-02 21:19:03
>>latefo+G02
Atlassian tools for a client like mine (hundreds of employees) can easily cover the expense of internalizing it. It's Jira plus confluence mostly, it's not rocket science.

And that's just atlassian.

Start adding stuff that costs many many many yearly salaries (special software for managing inventories and warehouses) it starts making sense to prototype alternatives internally.

I came to the conclusion that if it's not Teams/SharePoint or the moat is on the extreme legal complexity side (e.g. payrolls), you can at least think of building an alternative that is good enough without needing to be perfect.

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3. bargai+ap2[view] [source] 2026-02-02 21:24:24
>>epolan+Rn2
Don’t forget the salary for every dev team having the Atlassian Jira Jockey to mess around with the board all day and make sure the next 7 epics worth of tickets are in the 9 columns and in prioritised order.

Where would we be without them!?

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