Will AI Kill Software? Intuit CEO on Surviving the 'SaaS-pocalypse' | WSJ Leadership Institute
IntuitIntuit(US:INTU) WSJ News·2026-03-23 09:00

I think the big turmoil right now is um what will happen to your total addressable market because of AI. What will happen to the profit pools because of AI. And therefore [music] um are you going to be a winner um or are you going to be a loser.We've been talking about the SAS magdon or the SAS apocalypse or whatever you want to call it. Is that real. Do you think that AI agents are going to start to encroach on your business that I can have an AI agent that does my taxes or keeps my books or all the things ...

Will AI Kill Software? Intuit CEO on Surviving the 'SaaS-pocalypse' | WSJ Leadership Institute - Reportify