We spent fifteen years watching software eat the world. Entire industries got swallowed by software - retail, media, finance - you name it, there has been incredible disruption over the past couple of decades with a proliferation of SaaS tooling. This has led to a huge swath of SaaS companies - valued, collectively, in the trillions. In my last post debating if the cost of software has dropped 90% with AI coding agents I mainly looked at the supply side of the market. What will happen to demand ...