---
title: "AI Panic Crushes Software — But Is The Market Dead Wrong?"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275896871.md"
description: "Can AI replace AI software?The debate is flawed and \"illogical\" according to HSBC. Main bullets:1. Software vendors embed AI into enterprise applications for complementary value, expanding TAMs without displacement; AI augments rather than replaces core software functions."
datetime: "2026-02-13T12:07:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275896871.md)
  - [en](https://longbridge.com/en/news/275896871.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275896871.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275896871.md) | [繁體中文](https://longbridge.com/zh-HK/news/275896871.md)


# AI Panic Crushes Software — But Is The Market Dead Wrong?

## **Can AI replace AI software?**

The debate is flawed and "illogical" according to HSBC. Main bullets:

1\. Software vendors embed AI into enterprise applications for complementary value, expanding TAMs without displacement; AI augments rather than replaces core software functions.

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