1/ 🤖 AI is coming for jobs. 💻 Software is dead. 📉 Software stocks are getting wrecked. That’s the narrative this week. But it’s… incomplete. 🧵⬇️

2/ This all kicks off with: 🔹 Anthropic’s CEO: AI will wipe out entry-level white-collar jobs in 1–5 years — followed by a launch of “AI coworkers.” 🔹 Markets panic. Software stocks take a beating: Snowflake, Salesforce, ServiceNow, Atlassian, Adobe — all down sharply. 🔹 NVIDIA’s CEO: calls the selloff “completely illogical.”