Will AI Eat SaaS for Lunch? The doomsday thesis for software-as-a-service firms assumes a frictionless world that doesn’t exist
Wed, 05/13/2026 - 12:01
Software is eating the world, venture capitalist and entrepreneur Marc Andreessen famously declared in 2011. The ensuing 15 years proved him prescient. In February 2026, a Substack article by Citrini Research grabbed headlines and triggered a market…