You know who is acutely aware that AI is an existential threat to software companies?

Software companies themselves.

Job posting data reveal that software companies are pursuing AI talent much more aggressively than any other sector.

While the market has tagged all software firms as “AI victims”, the real alpha lies in distinguishing which companies are adopting AI vs. those that are doing nothing about it.

The companies that are able to leverage their existing relationship, use AI to reduce labor intensity and stock-based compensation, and accelerate product development are more likely to survive and even capture market share from their laggard peers.