The Goldman Sachs Group Inc.

03/10/2026 | Press release | Distributed by Public on 03/10/2026 13:57

Will AI Eat Software

For over a decade, software has come to eat the world, dominating an ever-wider range of industries. But the emergence of new agentic AI tools for software development in recent months has fueled concerns that AI could in turn eat software, triggering a sharp re-rating of the software sector as well as other sectors vulnerable to AI disruption. So, are these fears about the future of software warranted, or overdone?

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