The Tech Download: Software was going to eat the world. Now it’s facing an 'existential' crisis
- Posted on February 27, 2026
- By CNBC
- 4 Views
The Tech Download: Software was going to eat the world. Now it’s facing an 'existential' crisis

Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector.