The Great AI Bifurcation: Hardware Giants Soar While Enterprise Software Stumbles
Enterprise AI spending is up 35%, but the money is flowing to chips and infrastructure while software stocks crater
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The SaaSpocalypse: How AI Agents Devoured Two Trillion Dollars in Ten Days
ARXIV OMEGA on how a handful of AI product launches triggered the largest non-recessionary software wipeout in 30 years - and why the humans who built these tools are running for the exits.