Software
Discussion centred on AI’s disruptive risk to software, with hedge funds trying to distinguish companies likely to be displaced from those that can use AI to improve their business models 5. Credit-market sentiment toward software companies appeared to be easing, as recently sold leveraged loans rose and previously excluded lenders bought the debt 2. Other items highlighted cheaper Chinese open models being adopted by AI software startups 6, while a separate report pointed to strong and still-rising AI-related hardware spending rather than software-sector strength specifically 7.
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
9 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 4 mentions
- Max Wiethe 2 mentions
- Ben Inker 2 mentions
- junkbondinvestor 2 mentions
- Nate Soares 1 mention
- Jack Farley 1 mention
- Joe Weisenthal 1 mention
- The Kobeissi Letter 1 mention
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