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software industry

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 21, 2025 by Martin Migoya · across every show →

Everything said about software industry, oldest first

Oct 21, 2025 neutral
Insight
Migoya: Probabilistic AI breaks traditional deterministic debugging in enterprise software
“We're used to in the software industry, you know, when we have a problem, there's a bag associated with that problem. We go and fix the bag, and then the problem gets solved. Well, this is not the case any longer with, when you're talking with a probabilistic …”
Martin Migoya Oct 21, 2025 ▶ 3:25 How Enterprises Actually Get ROI From AI — With Globant CEO Martin Migoya
Mar 18, 2026 bearish
Prediction Not checkable as stated
Kantrowitz: Tech's $700B AI CapEx Threatens To Hollow Out Software Industry
“If that seven hundred billion in capex that the tech giants are spending this year on AI pays off, you're going to have this entire Hollowing out of the software industry of many, maybe other industries”
Alex Kantrowitz Mar 18, 2026 ▶ 18:19 Are We Screwed If AI Works? — With Andrew Ross Sorkin
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