Memo to software executives: Seesei ne bere a ɛsɛ sɛ wotew stock dodow a wode ma adwumayɛfo no so koraa. Ɛno bɛma woanya adom bi wɔ sikasɛm mu asisifo nkyɛn, a mpɛn pii no wɔakɔ wo dwumadibea no mu esiane asiane a AI de ba no ho dadwen nti. Sɛ mpo saa dadwen no yɛ nea ɛboro so a, ɛka a wɔbɛtew so wɔ ɔhaw kɛse bi anim no yɛ adwene a nyansa wom.
Ɛnyɛ ahintasɛm sɛ software nnwumakuw no yɛ stock akatua boro so bere a wɔde toto nnwumakuw a wɔwɔ nnwuma afoforo mu ho no. KeyBanc nhwehwɛmufoɔ Jackson Ader buu akontaa wɔ amanneɛbɔ bi mu wɔ bosome a atwam no mu sɛ software nnwumakuo a wɔde wɔn kaa Russell 1000 stock index no ho no nyaa sika a wɔbɔ wɔ stock akatua ho a ɛyɛ 13.8% wɔ afe 2024 mu, berɛ a wɔ nnwumakuo a ɛwɔ index no mu nyinaa fam no, na ɛyɛ 1.1%. Na 13.8% nyɛ soronko titiriw mma software: software adwumakuw kakraa bi bɔ amanneɛ sɛ stock comp a ɛboro 20% koraa wɔ sika a wonya no mu. Nhwɛsoɔ pa ne Snowflake.
