The Seat Is Empty: How AI Is Breaking the Software Industry

$2 trillion vanished from software stocks even as companies like Salesforce keep growing.

Here’s why:
For 20 years, software made money every time a company hired someone.
AI just broke that. One AI can do the work of multiple people, so the next hire, the next subscription, the next dollar... never comes.

Even leaders like Figma are being challenged by tools from Anthropic.

This isn’t a crash.
It’s a new model.

#AI #SaaS #Tech #Business #FutureOfWork #Investing #Software