In the software market—especially in the AI cycle—capital is flowing into an unusually broad set of categories. Many of them ...

We live, eat, travel, and breathe in physical spaces, and no amount of algorithms and data centers will change that. Fifteen years ago, tech investor Marc Andreessen published his famous essay, “Why ...

Rebounding from a recent 42 percent plunge, ServiceNow is leading a broader software rally as fears of AI disruption yield to ...

Software is at a crossroads. On the one hand, our applications are getting smarter through their enrichment from artificial intelligence, through their ability to perform more autonomously as a result ...

The recent AI-inspired software meltdown is an enormous overreaction. SaaS companies are going to do just fine. In fact, they might see their businesses boom as a result of AI. After working for ...

Generative AI is coming for software margins. But the market has chosen to punish Microsoft (MSFT) stock. While MSFT has a large software business, I expect it to be a long-term winner in the space as ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Imani Moise: Welcome to Tech News Briefing. It's Tuesday, April 21st. I'm Imani ...

is editor-in-chief of The Verge, host of the Decoder podcast, and co-host of The Vergecast. Today on Decoder, I want to lay out an idea that’s been banging around my head for weeks now as we’ve been ...