The most direct impact of AI is likely on Indian software companies. Previously, Indian software outsourcing companies were the largest contractors for Silicon Valley tech companies; now, that's no longer necessary. Silicon Valley tech companies can directly hire AI coders. Software outsourcing is very likely to be the first industry to be eliminated.
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qinbafrank
@qinbafrank
上周杀软件股、周一杀保险经纪、周二杀财富管理,Altruist周二推出用于制定税务策略的AI工具,功能直指传统财富管理公司的核心业务,嘉信理财大跌。保险经纪类股周一在Insurify推出新工具后经历了类似的重挫,标普500保险指数跌近4%。上周Anthropic发布的工具引爆软件股抛售。下一个AI受害者是谁? x.com/qinbafrank/sta…

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