According to CoinMeta and market observation reports, over the past year, most software stocks have performed poorly due to concerns about being replaced by artificial intelligence. As employees use AI tools to increase productivity, there is a widespread belief in the market that companies will lay off staff and reduce software subscriptions. However, with the rise of vibe and coding, building custom software has become cheaper and simpler. These prevailing beliefs have led to a change in sentiment towards the software industry on Wall Street.