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[return to "Why software stocks are getting pummelled"]
1. llmsla+SZ1[view] [source] 2026-02-02 19:35:56
>>peteth+(OP)
Software will be easy to create, which will kill moats and margins on existing products. The game is up for pure saas. Smart money started pricing this in one year ago
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2. skissa+V02[view] [source] 2026-02-02 19:40:18
>>llmsla+SZ1
For a lot of SaaS firms, a big part of their value is the domain knowledge and best practices encoded in the software.

Current AIs often do a bad job of that. Sure, they know a lot of it. But they also get a lot of it wrong, and can’t tell the difference between genuinely good advice, and advice that sounds good but is practically worthless or even harmful.

(Of course I’m biased since I work for a SaaS firm. But I’m talking about them in general, not just my current employer.)

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3. llmsla+132[view] [source] 2026-02-02 19:49:31
>>skissa+V02
ai will know the domain knowledge
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4. fragme+yy2[view] [source] 2026-02-02 22:02:41
>>llmsla+132
not if we don't tell it.
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