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Is AI killing software firms, or just reshaping where value sits in the stack?

After Anthropic’s plugins wiped billions off software stocks, leaders like Sundar Pichai and Jensen Huang called the panic “illogical.” If AI automates core workflows, is this disruption, repricing, or a shift in value layers? Where do you stand?

@RonitGupta

Feb 11, 2026

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Do you see a void in LinkedIn’s operating model?

If you see the same post everywhere; Instagram, LinkedIn, Substack, Quora: Is it the people using it wrong or something to do with the app’s algorithm?

@paritosh_dubey2023

Feb 9, 2026

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