{
  "id": 5239955,
  "title": "El negocio de la IA en el ‘software’ pasa del miedo a la oportunidad",
  "url": "https://urgent.news/2026/09/03/el-negocio-de-la-ia-en-el-software-pasa-del-miedo-a-la-oportunidad",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-03T03:40:00.000Z",
  "source": {
    "name": "El Pais Economia",
    "slug": "el-pais-economia",
    "url": "https://cincodias.elpais.com/opinion/2026-09-03/el-negocio-de-la-ia-en-el-software-pasa-del-miedo-a-la-oportunidad.html"
  },
  "original_language": "es",
  "account": "Headline: The AI Software Business Shifts from Fear to Opportunity\n\nInvestors in the software industry have been reacting mainly to the threats posed by artificial intelligence (AI). Now, they finally have reasons to consider the opportunities. The rise of powerful programming assistants has caused a drop in the stock prices of numerous application developers, including heavyweights such as Salesforce. However, the expansion of autonomous AI assistants to boost productivity is finally gaining momentum. AI-powered cyberattacks will continue to worry executives. As tools gain more capability, gaps could become more common. The dark side of the technology has benefited companies like CrowdStrike and Cloudflare, which provide digital defenses. Their revenues have grown by nearly 30% annually since 2022, far above the 17% of the Software Equity Group's SaaS index. Meanwhile, general-purpose enterprise application manufacturers, like Salesforce and ServiceNow, saw their stock prices halve from their highs at the beginning of 2025: the SaaSpocalipsis. Their argument that autonomous agents could use their tools to increase productivity with fewer workers was overshadowed by the threat that clients could simply create their own software at low cost. That may be changing. Salesforce says the rise in annual net revenue from new orders has reached a four-year peak, partly due to the company's bundled AI offerings under Agentforce, whose annual recurring revenues exceeded TD Cowen's estimate. In a rare moment, Salesforce CEO Marc Benioff managed to get Dario Amodei, the head of Anthropic, to say that his company \"is not interested in destroying anyone,\" a pointed response to the belief, briefly extended, that Anthropic's Claude model would, in fact, destroy several sectors. Benioff and his team mentioned the new alliance between the two companies, Claudeforce, 20 times while presenting their results to highlight the message. The BVP Nasdaq Emerging Cloud Index, which tracks the giants of software, has finally surpassed the previous peak at the end of the SaaSpocalipsis. Investors may finally be willing to think about the rewards that could come with the risk of AI.",
  "summary": "La expansión de ayudantes artificiales autónomos para impulsar la productividad empieza por fin a cobrar fuerza",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}