software industry
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 7, 2026 by Jensen Huang · across every show →
Everything said about software industry, oldest first
Feb 7, 2026 bullish
Jensen Huang: Notion That AI Will Replace Software Companies Is Illogical
“There's this notion that the tool in the software industry is in decline. And we've replaced by AI. You could tell because there's a whole bunch of software companies whose stock prices are under a lot of pressure because somehow AI is going to replace them. I…”
Mar 12, 2026 bullish
Karp: Software value will flow to differentiated specific solutions over generalizable tools
“Our products augment that, which makes it, ah, you know, augments the differentiated specific over the generalizable, and that's where literally all the value's gonna go, and it's gonna be like a waterfall, and that, that's the problem with a lot of software c…”