36氪·2026-02-09 00:10Core Viewpoint - The software industry is undergoing a significant upheaval, with AI technologies threatening traditional software roles and business models, leading to massive sell-offs in the market and a potential "SaaS apocalypse" [4][9][60]. Group 1: Market Impact - Nearly $300 billion in wealth has evaporated, with the total cost approaching $1 trillion when including losses in Europe and Asia [9]. - Major software companies like Salesforce, Adobe, and Oracle are experiencing drastic declines in stock prices due to fears of obsolescence [8][61]. - The market is reacting to the realization that AI could replace many software functions, leading to a reevaluation of the value of traditional software [10][60]. Group 2: AI's Role in the Transformation - Goldman Sachs has announced the automation of accounting tasks using AI, indicating a shift in how financial services operate [12][20]. - AI agents are being developed to handle complex tasks traditionally performed by humans, such as compliance and transaction processing, which could lead to significant job losses in these sectors [22][24][26]. - The emergence of AI tools like Claude and Codex is seen as a pivotal moment, with the potential to redefine software development and operational workflows [34][38][49]. Group 3: Future of Software - The traditional SaaS model, which relies on user licenses, is under threat as AI can perform tasks without the need for multiple software accounts [56][66]. - Not all software will disappear; however, those that are shallow and do not integrate deeply into workflows are at risk of being rendered obsolete [66][71]. - The future software landscape may consist of robust data systems supported by flexible AI agents, shifting the role of humans from operators to overseers [72][78]. Group 4: Industry Perspectives - Investors are cautioned that no competitive advantage is permanent, and companies that were once seen as cash cows may quickly lose value [89]. - Historical patterns suggest that while some companies may fail, new giants will emerge, and the software industry will continue to evolve rather than collapse [79][81].