Importantly, I think there is a world in which software doesn’t go away, but its role must change. In this analogy, data, state, and APIs will be persistent storage, akin to NAND, whereas human-oriented consumption software will likely become obsolete. All horizontal software companies oriented at human-based consumption are obsolete. The entire model will be focused on fast information processors (AI Agents), using tokens to transform them and depositing the answers back into memory. Software itself must change to support this core mechanism, as the compute engine at the top of the hierarchy is primarily nonhuman, namely an AI agent.