Software Disruption (Podcast)

 

Software Disruption (Podcast)

   

This week the entire software industry experienced a nearly $1 trillion selloff in the stock market.  It seems investors were concerned that AI is eating software and went on an indiscriminate selling.  

Doug O’Laughin wrote an article in July 2025 discussing about software disruption.  AI coding tools like Cursor and Claude Code, which automate complex, routine tasks, are slashing software creation costs, mirroring how YouTube disrupted linear TV.  As software supply explodes, traditional SaaS moats and high margins will vanish.  Value is shifting from commoditized code back to the physical scarcity of hardware.  

Do you think this software disruption justified or overreaching?

2026 AI Predictions (Podcast)

2026 AI Predictions (Podcast)

   

Scholars from Stanford University Human-Centered Artificial Intelligence and other disciplines predict 2026 will be defined by a shift from speculative hype to rigorous evaluation.  They anticipate that the industry will prioritize  tangible utility, transparency, and standardized benchmarks to measure the actual effectiveness of AI.  Key predictions include the rise of national AI sovereignty, the development of medical foundation models that rival current chatbots, and the implementation of real-time economic dashboards to track labor changes.  Rather than focusing solely on expansion, the focus is expected to turn toward opening the "black box" of neural networks and refining smaller, high-quality datasets.  Ultimately, the narrative moves away from asking what these technologies can do and toward understanding their long-term societal impact and return on investment.

Happy New Year everyone!