AI leaders argue software will adapt – not die – but valuations are stretched [FOX Business Network]
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Source: FOX Business Network
DOHA, Qatar – This week's historic $1 trillion rout in U.S. software giants like Microsoft and Salesforce has sent a chill across Silicon Valley and around the world. Speaking with fast-growing AI unicorn founders and top venture investors at Web Summit Qatar, many argued the software "Armageddon" narrative is overblown – even as they acknowledge AI valuations look stretched. The founder of the $7 billion agentic AI unicorn Glean, Arvind Jain, said he doesn't think AI will make software-as-a-service obsolete. "I think AI is a really powerful technology that people have to embed," he said, adding that delivering products and services "will all continue," arguing integration is how software services will thrive in the future. Meantime, the $17 billion-valued decacorn Miro's founder, Andrey Khusid, said AI "valuations are crazy, and valuations will correct," but in his estimate, valuations will "normalize in the next two years." Technology investors also believe the AI bubble
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