5 February 2026

Wall Street's idea that a software pure play will "vanish" into an LLM is "nonsense": we need more software, and AI-enabled software moves up the product stack (Steven Sinofsky/@stevesi)

Steven Sinofsky / @stevesi:
Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack  —  Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.

Posted from: this blog via Microsoft Power Automate.

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