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Software Volatility: Separating Noise From Signal

By Seeking Alpha February 23, 2026 Bearish
Software Volatility: Separating Noise From Signal
AI won't wipe out all software, but it is likely to drive dispersion. Seat-based applications with shallow workflow integration and weak data moats face the greatest disruption risk.
AI won't wipe out all software, but it is likely to drive dispersion. Seat-based applications with shallow workflow integration and weak data moats face the greatest disruption risk.