# AI Eats Software?

Page: https://stenobird.com/podcast/the-capital-cycle-podcast-6980110/ai-eats-software
Text version: https://stenobird.com/podcast/the-capital-cycle-podcast-6980110/ai-eats-software.md
Podcast: [The Capital Cycle Podcast](https://stenobird.com/podcast/the-capital-cycle-podcast-6980110)
Published: 2026-02-27T13:35:03+00:00
Episode link: https://shows.acast.com/the-capital-cycle-podcast/episodes/ai-eats-software
Audio file: https://sphinx.acast.com/p/open/s/66acfe26e65b9fd5b02a0fcd/e/69a19d8767ae12eb0a86c996/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-capital-cycle-podcast-6980110/episodes/ai-eats-software
Duration seconds: 987

## Resource

Rising investment appears to be leading to increasing capacity and competition.   Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.  For more information, or to access select articles from Marathon’s  Global Investment Review  publications which accompany this podcast series, please visit  www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.

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## Transcript

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