THE BOTTOM LINE
Will AI eat SaaS for lunch?
Citrini’s doomsday thesis assumes a frictionless world. But the real world is not
BACK in 2011, American billionaire and venture capitalist Marc Andreessen famously declared that “software is eating the world”.
The ensuing 15 years proved him prescient.
Recently, a Citrini Research post on Substack grabbed headlines and triggered a market sell-off.