Blue Owl co-CEO: 'The demise of software is not upon us'
CNBC Television·2026-02-06 15:48
You know, Mark Twain said, right, the news of my death was an exaggeration. And I think maybe that's the moment we're in around this topic to get down to the brass tax. You know, the the demise of software is, you know, is not upon us, but the disruption is AI is going to disrupt.It's a massively disruptive force for the economy and it's going to disrupt some parts of software, but software is not a monolith. And I think the way it's being treated today, both in stocks, but certainly when we think about cre ...