The impact of AI on software is showing up both on the engineering side and in the economics of the industry. Tools that automate coding are altering productivity assumptions, while AI-driven workflows are challenging how providers price and package their products. We asked Deep Research to analyze how these changes are affecting incumbents, startups and the long-term structure of the software market. Here is the response. Our reporting at The Information highlights a dual impact of AI on the software industry: it is revolutionizing the means of production (how code is written) while simultaneously threatening the business models (how software is sold) that have defined the SaaS era.

https://www.theinformation.com/articles/ai-means-software-builders-software-business-models?utm_content=12351&utm_term=8443&rc=gkyqaj