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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: bigshan   😊 😞
Number: of 19824 
Subject: Re: OT: SAP
Date: 03/20/26 3:12 PM
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<<Because, well, obviously nobody will ever need to buy or lease software again, they'll just vibe it into existence with their favourite LLMs because AI is going to take over everything. Yet of course their clients won't ever buy any of SAP's own AI products and there will be no productivity gain for SAP's in-house programmers because obviously all the AI stuff is just hype.
>>

It takes years for news papers to shrink significantly after widely recognized danger of demise because of the Internet. Software business could in fact face the same fate.
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