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THE BOTTOM LINE

Will AI eat SaaS for lunch?

Citrini’s doomsday thesis assumes a frictionless world. But the real world is not

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    • Software isn’t just a static pile of logic; it’s a living organism.
    • Software isn’t just a static pile of logic; it’s a living organism. PHOTO: PIXABAY

    Lily Fang

    Published Thu, Mar 26, 2026 · 07:00 AM

    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.

    The Bottom LineArtificial IntelligenceSoftware

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