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Software And Services

topic on 1 show · 1 statements across 1 episodes

Sourcery

1 statements about Software And Services, every show

SOURCERY Opinion
Tony Kim: AI foundation models have drained market cap from traditional software
“The models themselves, like it or not, have consumed the market cap out of software and services. It is just, you know, it's like the Borg. It is consumed.”
Tony Kim Jul 24, 2026 ▶ 24:46 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea

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