SaaS Is Dead. Why Software Is Becoming Disposable

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For the last thirty years, the software industry has been asking variations of the same question.

Who will build the next Salesforce? Who will dominate accounting software? Who will own project management, customer support, design, analytics, HR, marketing automation, and the hundreds of other categories businesses subscribe to?

They were logical questions because software was expensive to build.

A company could spend years developing a product, then distribute essentially the same product to thousands of customers. The customer paid a monthly fee because building an alternative would have been ridiculous. The software company owned the code, the customer rented access, and everyone accepted that this was how software worked. I’m beginning to think that assumption is breaking down.

The more I watch what is happening with AI coding tools, autonomous agents, vibe coding, and dynamically generated applications, the more convinced I become that the defining question won’t be which software...

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