|
Jan 29
|
|
—
|
SHORT
|
Thread Guy
Crypto Commentator / Streamer
|
Software stocks are getting "destroyed" (down ~47% YTD in this scenario). ThreadGuy attributes this directly to "AI fear off Claude Code." "Vibe coding" and AI agents allow users to bypass complex software interfaces. If AI writes the code and manages the workflow, the need for expensive, per-seat enterprise software licenses (Salesforce, Adobe) collapses. The market is pricing in terminal value risk for legacy SaaS. SHORT. The narrative has shifted from "AI helps software" to "AI replaces software." Oversold bounce or these companies successfully pivoting to monetize the AI agents themselves. |
Thread Guy
The KreekCraft Interview - Exposing Roblox's ...
|