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📋 AI era will replace many software apps but creates opportunities in AI infrastructure (payment, security, search) and vertical solutions (finance, healthcare, education, defense)

medium convictionFirst mentioned May 29, 2026

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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$100.06
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entry May 29, 2026
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openedMay 29, 2026

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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