He says: > Extreme margin compression due to more supply of software. AGI simply enables vastly more creation of software, which hurts the pricing power of inc

He says: > Extreme margin compression due to more supply of software. AGI simply enables vastly more creation of software, which hurts the pricing power of incumbents. Every company will do some double take on their IT spending, and try to rebundle. I think this is actually a big misunderstanding about how software works. MORE software isn't necessarily a good thing. That's more systems to deploy and maintain and probably a shit ton of redundancy.