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Super Brief: Software Learned It's Mortal — Super Brief
Published 2 months ago
Description
Software Learned It's Mortal. ServiceNow crashed 18% and IBM fell 9% despite both beating estimates and raising guidance. The market isn't punishing bad quarters. It's repricing which layer of the tech stack controls the constraint on enterprise productivity. Google disclosed that 75% of its new code is now AI-generated, up from