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.
Score 15
Comments 34
Upvote % 67%
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u/Mysterious-Purpose71 Reddit r/ValueInvesting
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.
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This Reddit post, published June 24, 2026, features u/Mysterious-Purpose71 discussing XLK. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Mysterious-Purpose71  · Tickers: XLK