TLDR Tech / Founders
There are only two paths left for software
Software companies face two paths to survive market pressure: accelerate growth through new AI-native products or achieve over 40% operating margins, including stock compensation. CEOs need to decisively select a path, restructure leadership, and either innovate with high-growth AI products or refocus on profitability through higher efficiency and pricing. Choosing neither and staying in the middle will lead to growth pressure and diminished market value.
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