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Ai Disruption

Browse all Vetta Investments research and insights on Ai Disruption. Systematic analysis, market commentary, and investment strategies.

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Silicon Sunset, Neurons Rising
Feb 12, 2026

Silicon Sunset, Neurons Rising

The financial world is experiencing a seismic shift that most investors haven't fully grasped yet. While headlines trumpet the Dow's historic 50,000 milestone, two revolutionary forces are quietly res...

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Software's Reckoning—When AI Eats Its Parents
Feb 8, 2026

Software's Reckoning—When AI Eats Its Parents

Traditional SaaS giants crumble as AI disrupts software business models. Salesforce down 43%, ServiceNow down 48%, while Anthropic raises $30B. The software-to-AI transition creates clear winners and losers for systematic traders.

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