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Feb 12, 2026 • 4 min
Covers news from Feb 5, 2026 to Feb 12, 2026
$500 Billion Software Shake-Up

AlixPartners Dynamics
Show Notes
In this episode of AlixPartners Dynamics, hosts Jamie and Alex delve into the potential $500 billion collapse in the enterprise software industry due to advancements in artificial intelligence (AI). Highlighting the groundbreaking analysis from AlixPartners, they explore how AI technologies are not only driving rapid innovation but also fundamentally transforming revenue models and potentially rendering current software categories obsolete. According to Michelle Miller, an executive at AlixPartners, this seismic shift towards generative AI and autonomous systems could replace a significant portion of enterprise software, calling for a drastic reevaluation of business strategies. The discussion underscores the urgent need for companies to adapt by integrating AI, reimagining roles, and rethinking their operational tools. The episode also touches on the opportunities this disruption creates for strategic consultants, mergers and acquisitions, and the importance of agility and innovation in navigating the impending changes. News sources referenced include Business Insider, Dagens.com, Tekedia, WebProNews, and ekhbary.com, underscoring the
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