Top of Mind

2026

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AI-generated summary

1) This report explores the potential impact of AI on the software industry, examining whether AI will disrupt or enhance existing software companies and how investors should navigate this evolving landscape.
2) * Interviews with industry experts and Goldman Sachs analysts discuss the future of software in the age of AI.
* Analysis of AI's impact on various software subsectors, including vertical software, data infrastructure, and physical-to-digital.
* Guidance for investors on managing AI risk in portfolios and identifying resilient software companies.
3) AI, Software, Disruption, Technology, Investment

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