Ackman: Software vendors must be as fully equipped with AI capabilities as possible

Golden Ten Data June 4 ｜ US software stocks have suffered declines this year. Hedge fund manager Bill Ackman, known as the "Wolf of Wall Street", said in a podcast program that very careful analysis is required for related companies, and added that he is concerned about companies like Salesforce. Now, as a software company, it is essential to have comprehensive AI capabilities. In the past, some cases existed where near-monopoly profits were extracted from clients, such as someone developing a niche software product and being able to charge about $30,000 per year per client. These kinds of companies are truly facing risks now.