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r/valueinvestingr/valueinvesting· u/Mysterious-Purpose71· 5d agoDiscussion 43

I don’t think ai is a threat to software companies

Investor summaryBullish

The author argues AI won't replace software companies because humans need real understanding and AI is merely a coding tool.

Bull points
  • Humans retain curiosity and need reputable sources, so they won't let chatbots make all decisions.
  • AI companies are essentially software tool providers (like coding tools) that help build software rather than replace it.
Post body

Ok, I know many of you have been holding software companies and worrying about The AI. Is Ai gonna replace software, what if ai can be improved so much and eventually it can be good enough so that we just let the chatbot to do everything for us. I mean, it can be fun at first, but we’ll get bored quickly. We human are naturally curious, we want to see, to feel, to search answers, we want to understand, and we need to get sources from someone with reputation. We don’t want a chatbot which is very good at generating and manipulating words but it has zero understanding about anything to decide for us. We just need them to do boring and repetitive things and we keep the fun stuffs.

Also, I don’t hear many people talking about that, the ai companies are themselves software tool providers. They don’t provide intelligent, they are not smart. And by far the most useful tool they provide is generating codes. So they are coding tools and their customers are people who want to build softwares. How are they going to replace softwares when they’re providing tools for building softwares.

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