AI Ate $2 Trillion of Software in 30 Days — Andreessen's 'Software Is Eating the World' Thesis Updated

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A viral thread (159K views) reframes Marc Andreessen's 2011 thesis: software consumed retail, media, finance, and transportation over a decade — but AI erased $2T of software market cap in 30 days. The framing crystallizes the speed asymmetry that makes this disruption different from prior waves: AI is consuming software orders of magnitude faster than software consumed legacy industries. This framing is becoming canonical in AI disruption discourse and is spreading rapidly through builder and investor communities.