Tech 'restacking': B Capital on why the future of software remains bright

Thread starter International: Top News And Analysis
Start date Apr 22, 2026

International: Top News And Analysis

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Apr 22, 2026

Daisy Cai of B Capital addresses the evolving landscape of software technology, saying the rise of AI agents is not an existential threat to the industry but rather a tech "restacking". She highlighted that traditional SaaS models are being challenged as enterprises shift towards outcomes and efficiency, moving away from the focus on simply adding seats.

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Title: Tech 'restacking': B Capital on why the future of software remains bright

Prefix: N/A

Forum: World News

Start date: Apr 22, 2026

Last reply date: Apr 22, 2026

Replies: 0

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Created: International: Top News And Analysis, Apr 22, 2026

Replies: 0

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