SaaS Is Getting Wiped Out
ARK Invest·2026-02-18 14:00

AI models continue to progress and get cheaper and they're very good at building software. Um, and now that software won't get shipped into and deployed into enterprises by itself, which is why I think there's still a a business model for creating software that enhances knowledge, worker productivity within a business. Uh, but will the companies that do that five years from now be the same as the existing companies.Uh, I don't think so. Um, some will survive and do well, but I think there'll probably be a b ...