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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. fallou+Ii2[view] [source] 2026-02-02 20:53:15
>>Simian+X82
Everyone says that but I don't see anyone cooking up the next photoshop and selling it at $3/month. Why are we not seeing more options of every tool? Most Saas companies are sales companies at their core rather than software companies. And those sales people are so good that they can sell a todo list for millions.
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3. mns+nC4[view] [source] 2026-02-03 12:40:07
>>fallou+Ii2
OpenAI releases an electron slog of an app, while they have basically unlimited computing power, compared to anyone else except their direct competitors. Why aren't they just pumping out proper software built by their own AI/Codex...
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