New: In my latest for Puck, I connected with Rob Thomas, CCO at IBM, to unpack the Saaspocolypse that’s been keeping traders on edge, of late. The reality, according to a number of sources, is that software is more than code, and business is more than software. A new plug-in for Claude seems unlikely to change that. https://lnkd.in/gDpYESHp
Rob Thomas on Saaspocolypse and the Future of Business
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Tech Debt is not the root cause of a bad system. People are. How many times have you heard the phrase "our system is failing because it has got too much technical debt"? Who put that technical debt there? The computer didn't Who created the system in the first place? The computer didn't (ok, so AI is doing a bit now) Who changed the system? The computer didn't do that either. Who created the super complex process flow? Who allowed the bugs to creep into production? Who couldn't be bothered to keep the the data clean? So, why do we keep on blaming the computer. The next time you want to blame the computer, please first go and have a long, hard look in the mirror and tell me what you see.
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As Artificial Intelligence disrupts the software industry, the effects are showing up in private credit and private equity. Learn why “old vintages” of private credit are more vulnerable, and how CI Private Markets funds’ defensive stance to software exposure is proving its value. https://ow.ly/GiYO50YBkwx
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LangChain's CEO argues that better models alone won't get your AI agent to production software&Development [ad_1] As models get smarter and more c https://lnkd.in/dK8iT-xD
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https://lnkd.in/gXPZ9mkS The advent of vibe-coding platforms has battered software company valuations, but industry insiders insist the sector is being reborn rather than killed off.
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We’re thrilled to share that we will now be partnering with Peer Software, Inc. to bring powerful file replication and data management tools to Government agencies across the Public Sector. Discover how this new partnership supports hybrid environments, compliance and AI readiness. Read the full announcement: https://lnkd.in/gAQFMTSV Jimmy Tam
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Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.
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Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.
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Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.
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Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.
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Ari Wald, CFA, CMT, Oppenheimer head of technical analysis, joins ‘Power Lunch’ to discuss AI’s impact to software stocks, ETFs around the space and much more.
