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The SaaSpocalypse: AI Agents Threaten the Software Industry's Business Model

The hedge fund [TCI](/en/?search=TCI) drastically reduced its Microsoft stake despite achieving almost 400 percent share price gains from 2017 to today. The Created: 16.05.2026 17:10

AI Revolution Threatens Software Business Models: Hedge Fund TCI Drastically Reduces Microsoft Engagement

British hedge fund TCI has reduced its Microsoft stake from 10 to 1 [percent](/en/?search=percent) (value: ~8 billion dollars). Founder Chris Hohn justifies Created: 11.05.2026 07:39

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