Bill McDermott, chief executive of ServiceNow, used an earnings call with Wall Street last month to mount a spirited defence against “speculation that AI will eat software companies”.
After a $100bn slide in his company’s market value over the previous year, analysts applauded him for directly addressing the biggest fear stalking his industry. Not that it did any good: ServiceNow’s shares have since fallen a further 22 per cent.
Most analysts and software executives predict there will be clear winners, as well as losers, from AI. But few investors are showing the stomach to sort through the wreckage for bargains.
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