AI Apocalypse or Opportunity Software Stocks Face the Music

• AI-driven tools like Anthropic's Claude Code can rapidly create functional software prototypes, posing a challenge to established platforms.
• Companies offering non-core "sit on top of the work" services such as project management and marketing automation face the highest risk of disruption.
• Cybersecurity firms with strong network effects and systems of record like Salesforce are relatively safer but not entirely immune.
• The recent software sell-off presents an opportunity for investors to distinguish between essential and discretionary software investments.

The AI Threat A Shelby Perspective

Right then, listen up. I've seen empires rise and fall faster than you can blink. This talk of AI wiping out software legal services, video games… it ain't just whispers in the Garrison. It's real. We used some fancy AI called 'Claude Code' – sounds like a French gangster, doesn't it? – and in under an hour we built a prototype to replace a platform worth 5 billion. Five billion. That's enough to buy half of Birmingham and still have change for a few racehorses. But is the threat real, is this just another day in the office, another challenge for the Shelby Company Limited to overcome?

Vibe-Coding and the Future A New Game

This 'vibe-coding'… it's like teaching a dog to play poker. You don't expect much but when it starts winning, you pay attention. We're talking about AI that builds apps based on plain English. Plain English. Even Arthur could manage that on a good day. This is a game changer for investors and for everyone else. It's important to note that other challenges in other fields need to be addressed, such as the one raised in Trump and Xi's Thorny Chat: Taiwan, Tariffs, and Tensions. The rise of new technology always presents a challenge for geopolitical relations and markets around the globe. But the question remains the same what do we do now with such power, and who is going to control it.

Who's in the Crosshairs The Vulnerable Few

The smart money in Silicon Valley is saying the companies that 'sit on top of the work' are in the most trouble. Atlassian Adobe HubSpot Zendesk Smartsheet… fancy names, but they're basically middlemen. AI is coming for the middlemen and I've known for a long time, never get caught in the middle. Too easy to get hit from both sides.

Cybersecurity and Systems of Record Holding the Line

Now, cybersecurity firms like CrowdStrike and Palo Alto… they're a tougher nut to crack. Network effects, they call it. Like trying to break into the Shelby family – nobody wants that hassle. And systems of record like Salesforce? They're anchored to a business with enterprise data. Like a man tied to his sins… hard to escape but not impossible. Everything is possible Thomas, remember that. It's important to know the rules, to abide by them and not all of them.

Opportunity Knocks Investing in the New Order

This software sell-off… it's not a tragedy it's an opportunity. A chance to separate the wheat from the chaff, the need-to-haves from the nice-to-haves. Like picking horses before a race you need to know your investments. Is it going to sink or swim? The only way to know is to understand what you're putting money into.

By Order of the AI Shelby Company Strategy

So what's the Shelby Company strategy? We adapt. We evolve. We use this AI to our advantage. 'Intelligence is a very valuable thing innit my friend and usually it comes far too late.' The future is uncertain, but one thing is clear: AI is changing the game. And we're going to be the ones holding the cards. By order of the Peaky Blinders and Shelby Company Limited.