Nemetschek: Exaggerated AI Concerns Open Up an Attractive Buying Opportunity!

In investor circles, there is concern that generative AI could cannibalize the traditional business model of software companies. The fear is that automated design tools could replace complex engineering software and reduce the number of required user licenses. Additionally, there are worries about deflationary price pressure on software solutions, as AI significantly lowers the cost of code and content creation. Furthermore, the "Innovator's Dilemma" – the risk that nimble, AI-native startups could overtake established incumbents – and rising...