AI Will Depress Software Value, Boost Data Value

pmddomingos · x · 2026-07-16

AI will drive down the intrinsic value of software while driving up the value of data.

This highlights a clear trend: as AI makes it easier to replicate generic software capabilities, true scarcity will no longer lie in "features." Instead, the real competitive moat will be high-quality data that can be continuously fed into models.

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