Subject: Re: Constellation Software - CNSWF
I do coding all day every day. The amount of productivity gain is beyond imagination. You can dump a log file to sonnet and it will figure out the code bug for you. We are moving from oracle to another db, and I probably am moving 1000% faster .. it finds issues hidden three layer deep. Scripts calling Java calling database procedure. It will look at the chain one by one, keep asking itself where am I, have I reached a conclusion and then suddenly will nail it. It is magic, it is magic.

I’m convinced that legacy software vendors will struggle to justify their historical pricing models. A small team of top-tier developers using AI can now produce in a single month what used to take years of manual labor.

I’m personally staying away from legacy stocks like SAP and similar enterprise vendors. While there may eventually be winners but the risks are way too high