Raimo Lenschow
Head of North American Software Research and Equities at Barclays, providing expert analysis on software sector dynamics and the impact of generative AI.
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Feb 24, 2026 • 11min
Software: In the AI storm
Raimo Lenschow, Head of North American Software Research at Barclays, provides expert analysis on software sector shifts. He discusses what triggered the recent sell‑off and how generative AI is redefining the software stack. Raimo contrasts vulnerable point solutions with durable platforms and explains why long contract timelines and data moats matter as AI reshapes where value accrues.
