Post #6457

📈Software companies fear AI agents could disrupt their entire industry: A record 27 US public software firms identified AI agents as a competitive risk in their filings in Q1 2026. The number has more than doubled since Q2 2025. By comparison, in Q4 2024, just 2 firms flagged this risk in their filings. Anthropic and OpenAI are releasing AI superagents which can use enterprise software the way humans do, but in a fraction of the time and without supervision. AI agents could replicate existing software or reduce subscription revenue, as companies that need fewer employees also need fewer software licenses. Investors are already pricing in the risk, with the Software ETF, $IGV, down -21% year-to-date. AI is reshaping the software industry. @aipost🏴