Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Marc Andreesen famously claimed in 2011 that “software is eating the ...

Melius Research just downgraded Adobe's stock to a sell rating. So far, Adobe Inc. is shaping up to be an AI loser. The stock is down over 20% so far this year, but Melius Research thinks the worst is ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More At Lightspeed we’ve been investing aggressively in open source software ...

Figma's stock rose Monday after OpenAI announced it as a partner for a new ChatGPT feature. Some on Wall Street have been worried that artificial-intelligence adoption will come at the expense of ...

Tech companies are giving the world artificial intelligence — but ironically, the tech sector itself is among those now feeling the most pain from AI. The rise of AI tools that can write and develop ...

In highly regulated industries, innovation is stuck in the past, running on 1990s-era technology wrapped in a 2020s coat of paint. In 2011, Marc Andreessen declared that software is eating the world.

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The software sector has underperformed the broader market this year, and Okta’s CEO thinks that reflects some investor misunderstandings around two key areas. One narrative weighing on software stocks ...