What's the future of the software business look like? Our top tech columnist weighs in. [Business Insider]
Microsoft Corporation (MSFT)
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Source: Business Insider
Have an account? Log in This post originally appeared in the BI Today newsletter. You can sign up for Business Insider's daily newsletter here The future of software Software stocks had a brutal week, aside from a Friday rally, extending what has been a rough year for the industry. I touched base with our tech columnist, Ali Barr, the best I know on AI business models. He also wrote this piece in the midst of the selloff. Ali, you've been covering AI adoption and costs by big business since you started our Tech Memo newsletter. What's your gut on whether the recent selloff was overblown? Software business models have underpinned the tech industry for decades. Companies invest heavily upfront to build software, but each additional copy costs almost nothing to distribute. So revenue scales faster than costs, driving fat profit margins. That dynamic helps explain why Microsoft, the world's largest software company, is so valuable. AI challenges this model. If this new te
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- The tech bubble hasn't burst, but it's losing air [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- SemiAnalysis President Says Microsoft Is 'Getting Owned' In AI Race, Praises AWS Scale [Yahoo! Finance]Yahoo! Finance
- Microsoft's AI Spend Looks Scary, Until You Run The Numbers [Seeking Alpha]Seeking Alpha
- Big Tech's capex growth may be far slower than it looks [Business Insider]Business Insider
- Here's the Reason Microsoft Is Crashing, but Why You Shouldn't Sell [Yahoo! Finance]Yahoo! Finance
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