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What software companies will economically expand if the price ceiling on software is really low?
by Grombobulous 4mo ago
What software companies will economically expand if the price ceiling on software is really low?
- whall6 4mo agoEconomy != software companies. Maybe there needs to be a capital rotation out of tech? That’s speaking beyond my expertise though (and imo is a little too doomer). Continuing the hypothetical through: Healthcare, industrials, financial services and many other verticals have plenty of growth opportunities. Otherwise it would probably be the software companies that are the most focused on last-mile details (where AI in my experience has the most trouble). I expect that as consumers are faced with more and more AI slop SaaS they will be increasingly willing and able to pay for quality.