AI

AI impact on enterprise software

Topic

Expert statements

4
1 positive · 2 negative

What experts have said about AI impact on enterprise software

4 statements · 1 positive · 2 negative · 1 neutral

  1. Romaine BostickPositiveAug 27, 2026· Stock Movers

    Enterprise-entrenched software companies may face less AI threat.

    “when you're more entrenched into some of these big corporations and their enterprises, then maybe the AI story isn't as much of a threat.”

    Listen at 3:03

    Open the episode · Closing Bell Earnings Special: Autodesk, Workday, Ulta Beauty
  2. Gaurav SodhiNegativeJul 23, 2026· Stock Take

    AI poses a serious threat to software businesses.

    “if I was a software business of doing anything, I would be terrified”

    Listen at 24:11

    Open the episode · Stock Take: The Anti-AI Stock
  3. Dan CurtisNegativeJul 9, 2026· Stock Movers

    Concern about AI’s threat is weakening software companies.

    “Software companies hit by concern over AI's threat.”

    Listen at 3:59

    Open the episode · Pepsi Reports; AstraZeneca and Levi Strauss Fall

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.