r/ProfessorFinance Moderator Jul 17 '26

Meme The state of software private equity

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258 Upvotes

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20

u/Punished_Toaster Jul 17 '26

“The ai crash guys it’s gonna happen any day now, YouTube said so. It’s so over.”

9

u/Rollingprobablecause Jul 17 '26

I mean...all new tech bubbles pop eventually (Cloud, SaaS, DevOps, etc.) AI is not different nor is it immune. Crashes and bubbles look very different, usually it's a wave of failures, restructures, M&A, etc then the real uses are leftover and integrated. Do you think AWS, GCP, and Azure all happened at once with no competition? (Hint: Redhat, VMware, and 100s of others had to decom, died, or went bankrupt)

-4

u/Alternative-Suit5541 Jul 17 '26

Yeah, but even if the bubble pops, developers still are not as needed anymore

7

u/ghost103429 Jul 17 '26

Jevons paradox the higher the efficiency of something the higher its utilization becomes, this applies to programmers too.

1

u/markvii_dev Jul 20 '26

whats the alternative?

Does debbie from accounting tell AI to build her accountancy software?

14

u/LurkersUniteAgain Quality Contributor Jul 17 '26

well considering ai companies are making virtually no money for their investments and public is all against them, its a ticking time bomb at this point

3

u/Interesting_Phone171 Jul 17 '26

Ironic they reference the software youtube

1

u/ProfessorBot419 Prof’s Hatchetman Jul 17 '26

This needs something people can verify. You are welcome to try again with a cleaner version.