Noah Smith points to a stark gap: AI can now replicate Adobe’s software suite for free, while software stocks trade at record highs. It highlights growing pressure on incumbent pricing power as valuations peak.
published
Noah Smith points to a stark gap: AI can now replicate Adobe’s software suite for free, while software stocks trade at record highs. It highlights growing pressure on incumbent pricing power as valuations peak.
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$AAPL market result
I sold the $AAPL $320 Puts for 11/20 - $5.30
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