Strategic Alternatives

Author: RBC Capital Markets

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AI will not kill software – but vendors must pivot to survive
Episode 31
Friday, 14 November, 2025

The prevailing bear case suggests AI's rapid rise is eclipsing traditional software growth. New research from RBC Capital Markets takes a more nuanced view. In this episode of Strategic Alternatives, Matthew Hedberg, Head of Global TIMT Research, and Nate Mahrer, TMT Desk Sector Strategist, examine why reports of software's decline have been overstated and discuss how software vendors can strategically position themselves to capitalize on AI opportunities.