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Feb 11
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LONG
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The speaker notes a "real shakeout" in software last week but regards it as an "opportunity for investors to take exposure." Contrary to fears that AI will disrupt software companies, the speaker argues AI "empowers them" by shortening coding times and enabling workflow efficiencies. Therefore, the dip is a chance to buy premium assets at better prices, specifically targeting cloud infrastructure and cyber defense subsectors. LONG. Continued market perception of AI as a disruptor rather than an enabler; higher valuations compared to the broader IT sector. |
Bloomberg Markets
Software Selloff Is a Chance to Increase Expo...
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Feb 09
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LONG
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Ali Ghodsi
CEO, Databricks
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AI agents and "vibe coding" are taking over software creation. 80% of Databricks' new databases are created by AI, not humans. AI agents write software faster than humans. Every piece of software needs a database to store information. Therefore, the volume, usage, and optimization of databases will increase significantly over the next few years. Databricks internal data shows a massive spike in AI-generated database creation. The optimization must shift from catering to human administrators to catering to AI agents; legacy databases that cannot adapt to "agent-native" interaction may fail. |
CNBC
AI upends the software ecosystem
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