Brew Markets Spotify Pops on Earnings Beat & Inside the "Software-mageddon" Sell-off
Feb 10, 2026
Spotify’s surprise revenue and subscriber surge takes center stage. A deep dive into the 2026 “software-mageddon” sell-off and which software categories face the most disruption. AI’s upside for cybersecurity and why ERP systems may hold firm. Quick rundowns of Coca-Cola, Harley-Davidson, Hasbro, BP and Alphabet headlines.
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Intuit's Mixed Defense Against AI
- Intuit faces risk across Mailchimp-like email tools and TurboTax despite in-person augmentation efforts.
- Human augmentation and physical TurboTax locations are being used as offsets to AI risk.
AI Could Replace Workflow Tools
- Project management and workflow tools like monday.com and Asana face high disruption if AI becomes the 'conductor' of workflows.
- Ann and her co-host discuss that AI could replace manual orchestration, compressing standalone workflow tools' value.
Design Software Under Pressure
- Design software (Adobe, Shutterstock) and Canva face strong pressure as AI enables cheaper or free alternatives for non-professionals.
- Adobe retains pros via Firefly, but everyday users may shift to generative tools reducing licensing revenue.