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Feb 18, 2026

Can software companies survive the AI boom?

AI agents can’t entirely replace most software yet, but software companies will have to adapt to stay competitive, says Daniel Newman, CEO of The Futurum Group.

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Can software companies survive the AI boom?
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As artificial intelligence companies roll out more sophisticated agents, many analysts and investors raised concerns that AI could replace traditional software. Some are dubbing this the “SaaSpocolypse.”

New AI tools allow users to “vibe code,” or describe what you’d like to create in plain language and have the AI generate the code for you. This could make some software easier for companies to create themselves.

Marketplace’s Stephanie Hughes spoke with Daniel Newman, CEO of The Futurum Group, a technology research firm, to learn more.

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Can software companies survive the AI boom?