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Will AI eat SaaS for lunch?
Citrini’s doomsday thesis assumes a frictionless world. But the real world is not
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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.
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