Software Disruption

The structural disruption of traditional software business models driven by AI — including the collapse of SaaS pricing power, the commoditization of coding labor, and the emergence of AI-native alternatives. Described as the “lobster moment” where incumbents are disrupted not by better software but by a fundamentally different cost structure. The collapse of marginal cost in software production enables One-Person Team models and erodes the moats of established platforms. Related to token-economics as the underlying economic driver.