Comment Re:We all know the real reason (Score 1) 81
I fully agree with you.
AI, Claude or otherwise, isn't a magic bullet. But it does reduce the time it takes to produce code. It therefore reduces the cost of code, and I believe will bring down software prices, especially for "enterprise" software. These tools that facilitate the operations of a company, lend themselves well to AI coding, and companies are motivated to build their own enterprise software because none of the SAS tools do _exactly_ what they want.
I also agree that the market is overrunning its headlights. There are going to be a lot of investors losing money, when the bubble bursts. When that will be, is anybody's guess.