On theCUBE Pod: Investors Panic At AI 's Impact On SaaS Companies, Infrastructure Spend Keeps Rising And OpenAI Considers Ads For ChatGPT (1:01:13)
theCUBE research, Monday, February 9th, 2026
Will artificial intelligence be the death of software? Investors seem to think so. This week, fears over whether or not AI is an existential threat to software-as-a-service companies were felt across the stock market. Industry experts view the stock dip as an overreaction to the natural evolution of software.
'Wall Street woke up and decided that AI is either going to kill software or bankrupt itself trying,' said John Furrier (left), executive analyst for theCUBE Research. 'A trillion dollars in market cap evaporates, and suddenly everyone's talking about the death of software. On the other hand, the same investors are panicking because the AI leaders are spending way too much on infrastructure.'
On the latest episode of theCUBE Pod, Furrier and Dave Vellante (right), chief analyst for theCUBE Research, discussed AI's impact on software and why Wall Street's panic is premature. They also talked about how agents are reshaping the job market and the future of advertising.