Is Software Dead? No. It Just Got a Lot Harder to Win. The SaaStr AI Deep Dive with Rory O’Driscoll
Software is not dead, but it has become much harder to win, according to Scale Venture Partners co-founder Rory O'Driscoll, speaking at SaaStr AI. Hyperscalers are spending roughly $688 billion on AI capex in 2026 agains…