In this Sunday edition of Business Insider Today, we're talking about what AI means for the future of the software business.

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real.

Michelle Miller at AlixPartners discusses AI's pressure on software stocks, urging companies to adapt to major industry changes.

Investors fear Claude Cowork’s new agentic features threaten entire categories of SaaS tools. Tech workers have been worried ...

Infrastructure software companies (DTCR), (NQRPCI:IND) are outperforming as artificial intelligence disrupts traditional software businesses, according to Ben Reitzes, head of technology research at ...

At the center of most modern software businesses is the subscription model. Software-as-a-Service has become the dominant approach because it provides stability and predictability. Instead of relying ...

Many Wall Street analysts still believe software businesses and investment theses are intact.

Amid the rising complications in modern day enterprises, managing core operations across the entire business is becoming more complex. As the number of business functions increases, so do the ...

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