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 ...

STOCKS of Software-as-a-Service (SaaS) companies have rebounded from their February lows, but they are far from unscathed. As of last Friday’s close of trading, two bellwether SaaS stocks, namely ...

The software sector has been hammered in 2026 as explosive gains in generative and agentic AI have sparked investor fears that traditional SaaS models face near-term obsolescence. Powerful new tools ...

Anthropic is in talks with Blackstone and other private equity firms to form a joint venture that would embed its AI across their portfolio companies, The Information reported. Diversified PE firms ...

"Software is already eating AI" and will continue to do so, according to HSBC, with the bank shrugging off recent market fears about the sector being displaced by artificial intelligence. Software ...

Bill Gurley offered advice to people who still believe in SaaS companies during an interview on CNBC. He said to stop complaining about falling prices and pick "them up off the floor." He also said ...

Every engineering leader watching the agentic coding wave is eventually going to face the same question: if AI can generate production-quality code faster than any team, what does governance look like ...

Fears of disruption from AI programs have led to a sell-off in software stocks. Axon is down 50%, even though its business is anchored in hardware like the TASER. Atlassian is off 70%, and it seems ...