I don’t think ai is a threat to software companies
u/Mysterious-Purpose71 ·
Reddit — r/ValueInvesting
· June 24, 2026 at 02:53
· ⬆ 15 pts
· 💬 34 comments
| View on Reddit ↗
AI Summary
Summary
Author argues that AI will not replace software companies because humans crave understanding, sources, and reputable information over chatbot-generated text.
Suggests AI firms are themselves software tool providers that enhance coding productivity, thus they serve the software industry rather than disrupt it.
Quality assessment: Speculation with anecdotal reasoning; lacks data, financial analysis, or specific company mentions.
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Comments34
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Ok, I know many of you have been holding software companies and worrying about The AI. Is Ai gonna replace software, what if ai can be improved so much and eventually it can be good enough so that we just let the chatbot to do everything for us. I mean, it can be fun at first, but we’ll get bored quickly. We human are naturally curious, we want to see, to feel, to search answers, we want to understand, and we need to get sources from someone with reputation. We don’t want a chatbot which is very good at generating and manipulating words but it has zero understanding about anything to decide for us. We just need them to do boring and repetitive things and we keep the fun stuffs.
Also, I don’t hear many people talking about that, the ai companies are themselves software tool providers. They don’t provide intelligent, they are not smart. And by far the most useful tool they provide is generating codes. So they are coding tools and their customers are people who want to build softwares. How are they going to replace softwares when they’re providing tools for building softwares.
AI tools are complementary to software development, not a replacement; human desire for verifiable sources keeps demand for traditional software. If AI is a productivity booster for coders, software companies’ moats remain intact, justifying continued investment in the sector. The post supports a long position in broad technology/software ETFs as AI fears are overblown. Rapid AI advancement could eventually automate higher-level software tasks; regulatory shifts or margin compression from AI tool costs.
This Reddit post, published June 24, 2026,
features u/Mysterious-Purpose71
discussing XLK.
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