Jensen talked about this at GTC Taipei:
"A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’
It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”
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Why are software stocks ripping? I thought AI was going to kill them all.