Project management tools

  • AI Tools’ Impact on Software Stocks: A Vibe-Coding Test

    This experiment demonstrates AI’s potential to rapidly create functional software, exemplified by building a Monday.com clone in under an hour. This raises questions for investors about which companies, particularly those providing “sit on top of work” services like Atlassian and Adobe, are most vulnerable to AI disruption. Companies with strong network effects, such as cybersecurity firms, appear more resilient. The rapid evolution of AI necessitates a re-evaluation of business models and investment strategies.

    22 hours ago