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727 AI disruption fear sparks investor scrutiny of software stocks

Silicon Valley
Bloomberg @ Silicon Valley · 08/25/2025 12:39 EDT

AI disruption fear sparks investor scrutiny of software stocks

For years, software companies were the toast of Wall Street. High profit margins, low capital requirements and vast runway for growth prompted the venture capitalist Marc Andreessen in 2011 to famously declare "software is eating the world."

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