← AI impact on enterprise software

What podcasts say about AI impact on enterprise software

Every statement, with the speaker, the exact quote and the moment it was said.

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
  4. AI disruption has not yet appeared in enterprise software companies’ financial results.

    “We haven't seen it show up in the numbers yet.”

    Listen at 33:41

    Open the episode · Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

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.

AI impact on enterprise software: what podcasts say · PodLume