高盛：2026年焦点洞察AI会吃掉软件吗？（英文版）

For over a decade, software has come to “eat” the world. But the emergence of new agentic AI tools for software development in recent months has fueled concerns that AI could in turn “eat” software, triggering a sharp re-rating of the software sector as well as other sectors vulnerable to AI disruption. So are these fears about the future of software (and other industries) warranted, or overdone? GS’ Gabriela Borges, Sherlund Partners’ Rick Sherlund, and Cohesity’s Sanjay Poonen generally agr