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    [OC] Preisunterschied zwischen Software und dem Rest von S&P seit der Veröffentlichung von Claude Opus 4.5

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    1. BisonMysterious8902 on

      What is Software vs non-software? Are you describing companies that produce and sell software vs those that do not? I’m not sure what this is measuring…

    2. isaac-get-the-golem on

      What would the mechanism be for this relationship if it’s not spurious correlation?

    3. AdOk1598 on

      This seems like a tenuous connection at best? Id be more inclined to believe it if the event you’d chosen was GPT 5. As that’s far more impactful on the market IMO.

      I think it’s really just a sell off of incredibly overvalued tech stocks.

    4. mankiw on

      I don’t understand the market’s thinking here. Wouldn’t making coding faster and cheaper benefit companies that make and sell code? It’s like arguing that the mechanical loom would be terrible for companies that make and sell clothes.

    5. Merciudel on

      So the divergence started before the 4.5 release. Thanks for showing that.

    6. type_your_name_here on

      Ladies and Gentlemen, here you will find a perfect example of correlation does not equal causation.

    7. Weshtonio on

      According to your own chart, the change happened a good 2 months prior to the milestone you chose.

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