Can Software Survive AI?

100 snips

Mar 10, 2026

Guest

Gabriela Borges

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Enterprise AI Adoption Hit An Inflection Point

Enterprise AI adoption accelerated in early 2026 due to better coding models and consumer-to-enterprise accessibility.
Anthropic's Claude Code improvements and wrappers making tools available to non-developers sparked investor concern about disruption.

INSIGHT

Domain Data Creates Durable Cybersecurity Moats

Domain data and years of labeled experience create defensible moats for incumbents in areas like cybersecurity.
CrowdStrike's decade of endpoint telemetry plus human-in-the-loop labeling is the concrete example that makes reverse-engineering hard.

ADVICE

Do Deep Due Diligence On Private AI Players And KPIs

Do diligence in the private ecosystem and with engineering teams to evaluate technical moats and roadmaps.
Track KPIs like bookings, billings, and percentage of seats monetizing AI to prove differentiated AI adoption.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to stabilize. For more, also read the related Goldman Sachs Research’s Top of Mind report, Will AI eat software?

This episode was recorded on March 10, 2026.

The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs.

A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs.

Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html

Goldman Sachs does not endorse any candidate or any political party.

Learn more about your ad choices. Visit megaphone.fm/adchoices