Software has long been used to help with military targeting. But in recent years the technology has taken a leap in scope and sophistication. That brings risks of its own https://t.co/TsARJn2ePw ...

Software is supercharging the process of finding things to bomb https://t.co/TcWogglLB2 ...

DOWN JUST ABOUT A HALF A PERCENT. THE NASDAQ PULLING BACK A QUARTER OF 1%. AND LOOK AT OIL.OIL ACTUALLY UP OVER 5% RIGHT NOW. CRUDE TRADING JUST UNDER $88 A BARREL. AND REALLY I THINK THAT'S WHERE WE HAVE TO START AT.WE'VE SEEN SO MUCH VOLATILITY IN THE MARKETS IN RECENT DAYS. A LOT OF IT DRIVEN BY THE PRICE OF OIL. OIL IS UP 5% EVEN AFTER A HISTORIC RELEASE BY THE IEA.AND WE'RE CERTAINLY IN A HEADLINE DRIVEN MARKET. HOW DO YOU NAVIGATE ALL THIS. >> IT'S INTERESTING BECAUSE I THINK THERE'S TWO DIFFERENT PER ...

Sustain a lot of focus on the company has been in recent weeks and months about the relationship with Nvidia. Right. But the point of the next 48 hours especially set out what happens next for you.A big part of that is you do this big deal with ancestry and you have to tell the world, well, how are you going to use that. What's the technology roadmap from here. So outline it for us.First, thank you for the opportunity to explain the thesis behind the NSA's acquisition. The engineering complexity is compound ...

RT Esther Rebers (@EstherRebers)FSD Supervised in Europe:Video number 2: turning around in a very narrow dead end street.Taken in Tilburg, The Netherlands yesterday.In this video you see how the @tesla turns around in an extremely narrow dead end street.The question was: does it back up or choose to turn around. It chose to turn around.It performed very well and what was mostly interesting was that there was a curb involved. The software is created in a way where it should stay away from the curbs, and it i ...

And then the trigger point was after the Maduro raid, one of their execs called Palanteer who we buy ourselves through. Palanteer is the prime contractor of their sub and asked them was our software used in that raid which is by the way classified information anyway. So we're trying to get classified information and implying that if there was used in that raid that might violate their terms of service.It raised enough alarm with Palunteer who's got a trusted relationship with the department to tell me and I ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the software industry and its relationship with artificial intelligence (AI), emphasizing that software will be the primary mechanism for the diffusion of AI across large enterprises [5][10]. Core Insights - **AI's Role in Software**: AI is expected to be subordinate to overall software platforms within enterprise applications, serving as a component that enhances the software stack rather than replacing it [7][10]. - **Foundation Models Limitations**: Foundation AI models are technically flawed and unsuitable for replacing major enterprise software platforms. They may work for specific applications but not for high-fidelity enterprise-class platforms [5][10]. - **Vibe-Coding Challenges**: Vibe-coding shifts the burden of intelligent design to coders, and many startups and foundation model vendors lack the experience to create enterprise-class software [5][10]. - **Reliability of Enterprise Software**: Enterprise-class software has evolved to be nearly error-free, with high throughput and reliability, which cannot be replicated by foundation models [5][8]. - **Embedded AI Agents**: Major software vendors are already embedding AI-powered agents into their platforms, which are experts in narrow domains and can be deployed in a controlled manner [9][10]. Market Dynamics - **Monetization Timeline**: The year 2026 is projected as the starting point for significant monetization within the software sector, driven by the integration of AI [5][10]. - **Valuation Levels**: Software sector valuations are currently at historic lows, despite the anticipated massive expansion in the coming years [10][15]. - **Total Addressable Market (TAM)**: The software vertical is positioned for a significant increase in TAM over the next 5-10 years, driven by the deployment of AI solutions [14][15]. Competitive Landscape - **Incumbent Advantage**: Displacing established software vendors is extremely challenging, even with superior or cheaper solutions, due to the complexity and established nature of enterprise software [11][12]. - **Legacy Vendors as Beneficiaries**: Legacy enterprise software vendors are seen as key beneficiaries in unlocking AI's value within the global GDP ecosystem, which is valued at over USD 100 trillion [14]. Investment Recommendations - **Stock Ratings**: The report includes specific buy ratings for companies such as Oracle, Salesforce, Microsoft, and others, indicating strong potential for growth in the software sector [16]. - **Strategic Positioning**: Building or expanding positions within the software vertical prior to a re-rating is recommended, as demand momentum is expected to last for the foreseeable future [15]. Additional Considerations - **Historical Context**: Companies have moved away from writing their own IT systems, realizing the cost-effectiveness of outsourcing to specialized software vendors [12][13]. - **AI's Practicality**: The notion that AI will autonomously write competitive software is deemed impractical; instead, existing software vendors are best positioned to leverage AI for software development [11]. This summary encapsulates the key insights and recommendations from the conference call, highlighting the software industry's resilience and growth potential in the context of AI integration.

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Software eats the world. AI eats software. 😂 ...

RT HedgeAlgo 🇺🇸 (@MarginCall4)@negligible_cap Was inevitable. Security is just software. All software will be disrupted by AI agents. ...