Investors are worried AI is going to eat software, says Jefferies Brent Thill
CNBC Televisionยท2025-08-11 22:18
Some of the names leading the losses. For more on the weakness in software. Jefferies.Brant Thill joins us now. Brant, great to have you with us. >> Thanks for having me.>> So we talked about this last week in terms of this whole notion that AI is threatening the software space, and you're seeing names. We mentioned a few of the losers today, but Atlassian CRM, I mean, these are stocks that are down more than 20% year to date. What. What is going on here.>> Investors are fearing that AI is going to eat soft ...