The Agentic Playbook: Surviving the $830B Software Crash

Robert Smith’s Blueprint for the $1 Trillion Software Boom Five Filters to Separate Software Winners from Losers After the $830 Billion Crash TL;DR The software sector lost $830 billion in six trading days after Anthropic launched new AI tools that spooked investors about the future of paid software. Robert Smith, CEO of Vista Equity Partners, […]

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