Software companies' business models are 'under assault' from AI

Name: Software companies' business models are 'under assault' from AI
Uploaded: 2026-02-11T14:51:57.400Z
Duration: 8 min 2 s
Channel: Financial Action Task
Description: Software stocks have been pummeled on worries that AI will start eating into their business. EMJ Capital founder and president Eric Jackson says he is "very bullish" on AI, but that the sell-off in legacy software stocks is "real" with the space seeing a "repricing." Hear more of Jackson's take in the video above.

Financial Action Task

Feb 11, 2026

Software stocks have been pummeled on worries that AI will start eating into their business. EMJ Capital founder and president Eric Jackson says he is "very bullish" on AI, but that the sell-off in legacy software stocks is "real" with the space seeing a "repricing." Hear more of Jackson's take in the video above.