IGV · iShares Expanded Tech-Software Sector ETFiShares Expanded Tech-Software Sector ETF
📋 AI era will replace many software apps but creates opportunities in AI infrastructure (payment, security, search) and vertical solutions (finance, healthcare, education, defense)
AI era will replace many software apps but creates opportunities in AI infrastructure (payment, security, search) and vertical solutions (finance, healthcare, education, defense). Software application layer still has growth upside, similar to cloud computing cycle.
Evidence & details
- +AI-driven token economy: production, processing, reselling with highest value in reselling
- +Cloud computing analogy: application layer still has significant growth space
- ⚡Continued AI adoption driving demand for infrastructure and vertical solutions
- ⚡Spring planting, autumn harvest analogy suggests cyclical timing
- −Potential replacement of traditional software by AI
- −Competition and commoditization in AI layers
Chart
Post Timeline · 1 posts
之前定投的 $IGV 终于开始涨了 AI 时代，的确大部分软件都会被替代掉，但通用大模型之外，至少有 2 类机会： - 补齐大模型能力的 Infra: 比如支付、安全、搜索… - 极其垂直的场景，需要额外的努力来获取 context，形成完整解决方案：金融、医疗、教育、军工… 本质上是围绕 token 的生意: token 生产、加工和转卖，附加值最高的还是在转卖环节 按照Cloud云计算的商业规律，软件应用层还有很大的增长空间，春天布局，秋天收获
Thesis: AI era will replace many software apps but creates opportunities in AI infrastructure (payment, security, search) and vertical solutions (finance, healthcare, education, defense). Software application…
AI era will replace many software apps but creates opportunities in AI infrastructure (payment, security, search) and vertical solutions (finance, healthcare, education, defense). Software application layer still has growth upside, similar to cloud computing cycle.
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