The $6T Rewrite

The real story isn’t that software is dying. It’s that AI isn’t competing for the $0.5 trillion software market.

Redpoint just released the most data-rich snapshot of AI-era SaaS disruption anyone has published. 53 slides. CIO surveys, public market decomposition, agent maturity modeling, startup economics. Most people will read the headlines (”SaaS is dead!”) and miss what the data actually says. The real story isn’t that software is dying. It’s that AI isn’t com…