The New Software Stack

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For the better part of three decades, enterprise software followed a remarkably stable economic logic. You built a product. You sold access to that product. You charged per seat. You expanded revenue by increasing the number of people required to operate the system.
It was elegant, scalable, and wildly profitable. Now, it is breaking. It is the decoupling of software revenue from human labor. The industry continues to frame this moment as a competition between AI and software. That framing is wrong. AI is not competing with software. It is becoming the operating system for work.