Why Google, Apple, and Salesforce Are Burning Foundations
This week’s biggest AI moves were not models. They were distribution, infrastructure, and interfaces.
This week’s biggest AI moves were not models. They were distribution, infrastructure, and interfaces.
The industrialization of AI is replacing software management with autonomous digital labor.
SaaS is collapsing as AI replaces seats with outcomes and autonomous execution

AI-native systems are collapsing costs, shifting budgets, and replacing software seats with outcomes

Autonomous AI agents are reshaping software, markets, pricing, and the future of work

We’re moving from SaaS tools for humans to AI systems that own and execute entire workflows.

AI is shifting from productivity tool to execution layer reshaping how enterprises operate.

Everyone keeps treating AI like a tool upgrade when in reality, it’s an org chart problem.

The last gen of software helped organizations manage. The next gen is about producing results.

For a long time, software got paid for being busy. That’s starting to break.

Something real is changing with AI, and most of the talk feels like a way to not look at that directly.

There's important change happening because of AI, and most people seem to be misreading it.