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Can software companies survive the AI boom?

Дата публикации: 18-02-2026 11:00:00


As artificial intelligence companies roll out more sophisticated agents, many analysts and investors raised concerns that AI could replace traditional software. Some are dubbing this the “SaaSpocolypse.”New AI tools allow users to “vibe code,” or describe what you’d like to create in plain language and have the AI generate the code for you. This could make some software easier for companies to create themselves.Marketplace’s Stephanie Hughes spoke with Daniel Newman, CEO of The Futurum Group, a technology research firm, to learn more.


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As artificial intelligence companies roll out more sophisticated agents, many analysts and investors raised concerns that AI could replace traditional software. Some are dubbing this the “SaaSpocolypse.”

New AI tools allow users to “vibe code,” or describe what you’d like to create in plain language and have the AI generate the code for you. This could make some software easier for companies to create themselves.

Marketplace’s Stephanie Hughes spoke with Daniel Newman, CEO of The Futurum Group, a technology research firm, to learn more.

More on this

2026 Enterprise software technology predictions report from AlixPartners

Why SaaS Stocks Have Dropped—and What It Signals for Software’s Next Chapter from Bain & Company

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