Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack
Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.
@stevesi Steven Sinofsky
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Discussion
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@levie
Aaron Levie
on x
@stevesi “The number of processes and experiences in work and life that are not yet fundamentally improved by software is far greater than the number that have been improved by software.” 💯
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@ji
James Ide
on x
@stevesi To add, I suspect software companies are better equipped to be AI-powered and agent-ready than, say, retail companies were to adopt internet sales. Constant change and R&D is norma; in software, and so much of AI is programming-adjacent. It is software and hardware, afte…
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@stevesi
Steven Sinofsky
on x
@JI Maybe but why wasn't IBM equipped to capitalize on the PC they invented or Kodak on the digital camera they invented? These were companies that invented more stuff than just about any other company.
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@tbpn
@tbpn
on x
Box CEO @levie's defense of software over vibe-coded, n-of-1 internal tools: “If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time.” “The billions of transactions going through that ERP system, you [video]
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@rrhoover
Ryan Hoover
on x
“Strap in. This is the most exciting time for business and technology, ever.” This statement has particular weight coming from Sinofsky.
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@howardlindzon
Howard Lindzon
on x
it's the actual ‘birth’ of software when idiots like me can speak the language it is hopefully the death of kobe beef software engineering teams
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@jonoringer
Jon Oringer
on x
🎯
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@neelchhabra
Neel Chhabra
on x
The “death of software” thesis commits the same category error as “death of retail”... it assumes a fixed pie of economic activity that gets reallocated. The reality is that software expands to fill the available capacity for automation, and AI doesn't reduce that capacity, it
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@traskjd
John-Daniel Trask
on x
Really solid articulation on the death of software, or not, from somebody who has a unique depth of experience on the software industry changes over time:
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@sagarbhupalam
Sagar Bhupalam
on x
Excellent article. This is actually a bull case for software because TAM will explode and never before addressed usecases will be taken up by ai/human driving ai.
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@illscience
Anish Acharya
on x
A+ post - “what is absolutely part of this whole arc are people who are certain we are less than five years away and are in a rush to build with absolute belief in where things are heading, and people who support them with their labor or dollars.”
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@martin_casado
@martin_casado
on x
“The most important thing about the PC is that the first predictions were de minimis, followed by the prediction that it would eliminate mainframe computing and the data center. HAHA. Everyone was wrong all around.” Great, great piece by Steven.