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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. themaf+Fb2[view] [source] 2026-02-02 20:24:35
>>latefo+G02
> AI-generated code

AI "generated" code requires a large base of training data to draw from. If we all stop writing code then there will no new code written. Just rehashes of stolen ideas. There is no long tail to this industry or ideal.

> That's very expensive.

As long as you convince someone else to pay the bill who cares? The real problem is are you losing your competitive edge? If everyone else can crank out the same stolen crap you can then there is no reason for you to even exist.

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3. Sunlit+7q3[view] [source] 2026-02-03 02:34:35
>>themaf+Fb2
That's something i wonder as well. AI needs data to be usable. But what if all the data it gets is just generated by AI?
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