EPISODE · Feb 13, 2026 · 12 MIN

Can AI replace software?

from The Macro Brief by HSBC Global Research

Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube, Apple Podcasts or Spotify or wherever you get your podcasts. Email us at [email protected] for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/bHdRBbG Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Feb 13, 2026

What this episode covers

Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric podcast "Under the Banyan Tree" on YouTube, Apple Podcasts or Spotify or wherever you get your podcasts. Email us at [email protected] for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/bHdRBbG Hosted on Acast. See acast.com/privacy for more information.

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Can AI replace software?

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This episode is 12 minutes long.

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This episode was published on February 13, 2026.

What is this episode about?

Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified.For more content from HSBC Global Investment Research, just search for #HSBCResearch...

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