Enterprise Software

Nearly $1 trillion wiped from software stocks in a week. This is not a mass extinction—it's a cleansing fire. Here's the survival playbook for SaaS companies in the outcome economy.

The era of AI experimentation is over. What began as a speculative boom has rapidly industrialized into the fastest-scaling software category in history. Enterprise spending on generative AI skyrocketed to $37 billion in 2025, a stunning 3.2x increase from the previous year.