AI Eats Software?
From The Capital Cycle Podcast by Marathon Asset Management
February 27, 2026 · 16 min
About this episode
Edward Chancellor discusses the impact of rising investment on capacity and competition in the software industry with Tom Wharram.
Rising investment appears to be leading to increasing capacity and competition. Edward Chancellor talks to Tom Wharram, a North American Equities Analyst. For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
People in this episode
Guests: Edward Chancellor, Tom Wharram
Topics covered
- AI
- software
- investment
- competition
- North American equities
Keywords
- AI
- software
- investment
- competition
- North American equities
- Marathon Asset Management
- podcast
Mentioned in this episode
Organizations: Marathon Asset Management, Acast, Marathon’s Global Investment Review
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- AI and the Material World · May 29, 2026 · 20 min
- AI Disruptees · May 29, 2026 · 18 min
- Aircraft Leasing Lift-Off · March 31, 2026 · 19 min
- Masters of the Air · March 31, 2026 · 13 min
- The Tyranny of the Index · February 27, 2026 · 21 min
- Capital Account Book · February 9, 2026 · 46 min
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