REA Group Ltd

REA: XASX (AUS)

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REA Group: AI Lowers the Costs to Compete and Weakens Competitive Advantage

Roy Van Keulen

Mar 5, 2026

Advancements in AI, including data analysis tools and "vibe coding" software built from prompts, have increased investor concerns about the impact on software stocks. The ASX 200 technology sector has fallen over 40% since September 2025, and REA Group shares are 35% below the peak.

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REA Group Ltd

REA Group: AI Lowers the Costs to Compete and Weakens Competitive Advantage

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