Post #1061 by tecmo on the Falling Knives board

Investment Strategies / Falling Knives

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Certainly, anyone that has ever been involved in a major IT project and the complexity involved, probably believes we are a long way from an AI startup building a complete system solution for some tiny niche area that involves all kinds of human variables and interfaces. Building a poster website with AI is one thing but once you get into complex and critical systems that are very industry niche with no scale benefits for the developers, it’s is perhaps unlikely AI will simply take away all of Constellation’s business.

I am in the software business and the threat is real. Yes it won't fully replace all existing systems in the short term, but these AI tools are eating away at software budgets making expansion difficult for traditional companies that don't have AI applications they can sell.

tecmo
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