Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to stabilize. For more, also read the related Goldman Sachs Research’s Top of Mind report, <a href="https://www.goldmansachs.com/insights/top-of-mind/will-ai-eat-software">Will AI eat software? </a> 
This episode was recorded on March 10, 2026.
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