'AI Is Eating Software': SaaS Structural Shift Thesis Goes Viral
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A viral analysis declares the age of 'Software Eating the World' is over — replaced by AI eating software. The thesis: SaaS is undergoing structural shift from a capital-light, high-margin composable model to something fundamentally different as AI agents increasingly replace point solutions. This aligns with GitHub Copilot's pricing shift and Anthropic's own Enterprise move to consumption billing.