No qualifying author-owned investment thesis was confirmed in this post.
General sector observation without a specific actionable trade or identifiable asset.
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I tried to create an app with Claude today and it works pretty well. But I think overall it is nothing burger in its relation to the crash in software stocks. You can make it read all the open source codes, even whole books to create an app. So what? Is it going to be better than Adobe PS or other apps. No, in fact, very sophisticated software engineers already work in groups and start new companies & apps, and it does not bring down big names, but AI will? I think no, that's way too funny and makes zero sense. Like imagine Canva can't destroy Adobe, but AI will.
To me, AI will make things a lot more efficient, and that's it.