The Minutes of Marc Rowan on ai impact https://minutesof.com/marc-rowan/on/ai-impact/ Everything Marc Rowan has said on ai impact: 2 verbatim quotes from March 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:34 +0000 Rowan notes software stocks are down almost 70% after markets recently realized AI's impact on the sector. https://minutesof.com/q/378d5ffb-f9d6-44f1-8a2e-56dfc8167f7b/ https://minutesof.com/q/378d5ffb-f9d6-44f1-8a2e-56dfc8167f7b/ “But apparently two weeks ago we discovered that AI is going to impact software and we've been in a massive risk off mode and so software stocks are down almost 70%.” — Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 ai impact Rowan notes software stocks have fallen almost 70% following the recent realization that AI will impact the so https://minutesof.com/q/23f24596-1051-4d09-abe6-6ebf8528474c/ https://minutesof.com/q/23f24596-1051-4d09-abe6-6ebf8528474c/ “But apparently two weeks ago, we discovered that AI is going to impact software and we've been in a massive risk off mode. And so software stocks are down almost 70%.” — Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 ai impact