How AI may disrupt venture capital, from making it easier and cheaper to start software companies, to agentic investors analyzing startup pitch decks and teams
Several UK consultants have left large firms to start AI consultancy startups, as growth in the country's AI consulting sector outpaces the broader market
A number of consultants have left big firms to create their own software companies to automate common and repetitive work
Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall
Shares of cybersecurity software companies tumbled Friday after Anthropic PBC introduced a new security feature into its Claude AI model.
Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall
Shares of cybersecurity software companies tumbled Friday after Anthropic PBC introduced a new security feature into its Claude AI model.
Some private software companies including McAfee released earnings early to reassure investors worried about an AI-linked selloff, dubbed the “SaaSpocalypse”
Battery Ventures raised $3.25B for its XV fund, roughly matching its 2022 raise, to back software and industrial tech startups amid AI-led disruption concerns
Global investment firm Battery Ventures has raised $3.25 billion to fund new tech deals, including investments in software companies …
Some private software companies including McAfee released earnings early to reassure investors worried about an AI-linked selloff, dubbed the “SaaSpocalypse”
A handful of software firms including McAfee have released their earnings ahead of schedule in a bid to convince lenders …
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘Software-mageddon’ lea...
Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses are using AI tools
Michael Acton /Financial Times:
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
Fears that software companies are facing an extinction event are exaggerated, but other dangers are real