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

Posted on April 22, 2026
By CNBC
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1 min read

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

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.