The Rise of AI in the Software Industry

Evans: I think what you're seeing is in the early days, certain companies are using this to take a lead or further develop their market position. He says that while incumbents make it a feature, new companies can create entirely new tools that are native to new possibilities. Evans: The hype has captured everybody's attention from movie makers to buyers of software, to retail investors. But when a company that size can put out a press release and it can get wrapped up into this frenzy, that starts making me a little bit nervous.