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Software stocks slide as Fortinet and ServiceNow slump, Microsoft reverses early gains $MSFT #stocks# #business# #stockmarket#
Software stocks are in the red after disappointing outlooks from $NOW and $FTNT.
Software company Guidewire announced Tuesday that it was buying UK agentic underwriting startup Hyperexponential for $1.7 billion in cash.
Software is not solved. Yesterday I couldn't pay an invoice or buy anything with my card because @Revolut was down for the whole day. Today I can't deploy a critical fix reported by users because @Railway has an outage for almost 48hrs?? Software is getting worse.
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Software upgrades eat nearly a third of companies' IT budgets, survey finds
Software upgrades eat nearly a third of companies' IT budgets, survey finds
Software is done. You won't believe what I've been making.
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Software factories can be a real culture shift. The biggest change for us was moving from individual agents on everyone's machines to one central agent setup (a factory) that we can build as a team. I wrote some learnings on how to navigate that.
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Software engineers are the most open, generous, and transformative group in human history. While virtually every traditional industry survives by building moats and guarding trade secrets, developers built a world on a radical alternative: Open Source. They voluntarily shared their primary means of production, creating an ecosystem where knowledge is free and collaboration beats ownership. And here lies the ultimate historical destiny: Without the legacy of the Open Source movement, today’s frontier AI models would not exist. Code is not just another data type—it is the gold standard of machine intelligence. While tech giants initially poured billions into heavy multimodal infrastructure—focusing on raw perceptual data like images and video—the true breakthrough in AI reasoning came from code-first models. Unlike messy perceptual inputs, open-source code provides pure, executable logic. The billions of commits, pull requests, and bug fixes across repositories gave LLMs a high-density training ground for step-by-step reasoning, execution feedback, and self-correction. Code proved to be the foundational primitive that unlocked deep thinking in AI, leaving purely perceptual models behind. When AI arrived to automate the very code they write, developers didn't build walls. Driven by an obsession with efficiency, they embraced it overnight, wiring AI directly into their workflows to evolve from code-writers into system architects. Historians will remember this tribe: they built the digital world, shared its blueprints for free, provided the core logical primitive for modern AI, and willingly ushered humanity into the next era of intelligence.
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software decompilation is unlocking so much high quality pretraining data
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