zlacker

>>deofoo+(OP)
Good, I will with great pleasure now reiterate my point about people now producing their own code, even complex stuff, rather than downloading potentially malicious and foreign code. Which as a tendency threatens ALL clumsy big ERP service providers selling you SAAS.

Go ahead - I'm ready to be down-voted again and again until folks realize it is inevitable, as is inevitable that many companies in the area of business software are going down down down.

>>larodi+eX8
First slowly then all at once. [1]

[1]: https://finance.yahoo.com/sectors/technology/software-applic...

>>jackdo+Ix9
That looks demonstrative! For those that don't want to click, from Aug to Feb S&P is up 10%. "Software - Applications" is down 21%.

But in this context, is Uber[9% weight, down ~4% YTD] a transportation company that roles it's own software for competitive advantage? I think other's in the composition are similar. The takeaway is maybe that the tech landscape is changing or LLMs have spooked investors and they're running without direction. But that doesn't necessarily speak to bespoke software uptake (already) cutting into profits(?) Uber would be fine in that case?