Tom Wharram
North American equities analyst at Marathon Asset Management who discusses software, AI implications, and capital cycle perspectives for investors.
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Feb 27, 2026 • 16min
AI Eats Software?
Tom Wharram, a North American equities analyst at Marathon Asset Management, shares a capital-cycle view on software and AI. He discusses rapid sentiment shifts and a recent software sell-off. He explores whether AI-driven coding and agentic apps increase capacity, widen competition, and pressure pricing. He highlights which mission-critical software may keep strong moats.
