The US President banned Anthropic's AI on a Friday afternoon. That evening, the military used it to bomb Iran. That's not a policy dispute. It's a governance gap — and no contract, no executive order, and no App Store ranking can close it.
AI doesn't kill software demand—it kills software scarcity. When a vertical SaaS tool's price drops from $5M to $50K, competition, not substitution, becomes the silent killer. The software industry isn't dying. It's being sorted.
Everyone's arguing about who's winning AI. Meanwhile, OpenAI made $20 billion and lost $14 billion. Chinese startups burn cash even faster. The uncomfortable truth? Neither side knows how to make money from this yet. They're just losing it differently.
Two rival CEOs. One warning. At Davos 2026, Anthropic's Amodei and DeepMind's Hassabis agreed: AI will overwhelm our ability to adapt within years. The question is whether we shape the transition, or suffer it by default.