Ben Reitzes
Ben Reitzes is the head of tech research at Melius Research, where he analyzes trends in the technology sector, particularly focusing on the impact of artificial intelligence on software companies. Recently, he has commented on the shift in the market, asserting that 'AI is eating software' and highlighting the competitive landscape that AI creates for traditional software firms.
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Brazil:
Ben Reitzes from Melius Research prefers an 'Elite 8' group that includes the Magnificent Seven plus Broadcom.
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United States:
Ben Reitzes, head of tech research at Melius Research, believes that the theme of 'AI is eating software' is becoming a reality.
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