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Earlier this year, a lot of people were convinced that AI would make enterprise software worth basically zero. I kept asking the software bears one simple question: who is actually taking the market share? I never really got a real answer. Why? Because it never happened. And the bears already got a big warning in May, many cybersecurity stocks just doubled in a month. You can’t really believe AI is going to make all software worthless while also believing cybersecurity …
— ORIGINAL POST ·
SaaSpocalypse confirmed to be one of the dumbest ideas of the year?
· r/stocks
· Aug 27, 2026