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Watch Desk posted an update

Bending Spoons chief executive Luca Ferrari says falling software-company valuations are creating buying opportunities for his firm as AI disrupts the industry, Bloomberg reports.

Why it matters

It is a view from a buyer, not evidence that any particular deal is imminent. Still, it shows how some software businesses are reading AI’s impact: not only as a threat to existing products, but as a chance to acquire at lower prices.

Discuss: Could AI-driven disruption make established software firms more attractive acquisitions, or is that a bet on uncertainty dressed up as a bargain?

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