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Is Software About to Disappear?
AI news, leaders, business insights and more

Hi! Here are today’s top AI stories:
Is Software About to Disappear?
No More Waiting for MRI Results
Vibe Coding? Or a Productivity Arms Race?
🌟 Woman in Tech: Dena Al Mansoori
NEWS YOU CAN’T MISS
Is Software About to Disappear?

A trader at investment bank Jefferies coined a term last month: the SaaSpocalypse. It refers to the theory that AI agents - specifically Claude Cowork and its plugins - will make most enterprise software obsolete.
The market took the theory seriously: a software ETF fell 30% from its September peak to a 52-week low. JPMorgan warned clients that the “software collapse” was broadening with “nowhere to hide.” Roughly $1 trillion in software market cap evaporated.
Ayesha’s Take: The companies that fell hardest - Thomson Reuters, LegalZoom, FactSet - are all companies that sell access to specialized information and analysis. Which is, in fact, exactly what Claude's new plugins are designed to provide. So the fear may not be entirely irrational.
But others got caught in the wrong story .. for now. Data infrastructure companies like Palantir, Snowflake, and Oracle? AI doesn't replace them — it runs on them. Hardware-anchored software like Oura? An AI agent can't hallucinate proprietary biometric data into existence.
The real story isn't software versus AI. It's which software is a vessel for information AI can now deliver directly, and which is infrastructure AI can't function without.
No More Waiting for MRI Results

Researchers at the University of Michigan have developed an AI system that interprets brain MRI scans in seconds, accurately identifies a wide range of neurological conditions, and flags which cases need urgent care for a radiologist to review.
The system was trained on hundreds of thousands of scans and doesn't just diagnose: it recognizes its own uncertainty, flagging ambiguous cases for human review rather than guessing.
For context: a typical brain MRI read can take 30-60 minutes of specialist time. 😲
Ayesha’s Take: There is a global shortage of radiologists. In Poland, for example, wait times for neurological imaging in public hospitals can stretch weeks. A tool like this - already being discussed for potential licensing across European health systems - doesn't replace the radiologist. It makes sure the urgent cases never wait behind the routine ones.
Vibe Coding? Or a Productivity Arms Race?

"Vibe coding" — the term coined by former OpenAI researcher Andrej Karpathy to describe building software simply by chatting with AI — was supposed to be chill. But tools like Claude Code haven't freed people from pressure They've rewritten what pressure looks like, and they've spread it well beyond the engineering team.
Product managers are now expected to prototype their own features. Marketing teams are rebuilding company websites themselves. CEOs are demoing apps they built over the weekend. And when the boss can do in an afternoon what used to require a specialist, every specialist in the building feels it.
Executives pull up their teams' Claude Code bills and call people out for not spending enough. Companies track "interactions per day" as a productivity metric. One CEO celebrated when his team's AI spend shot up tenfold. He called it a "come to Jesus" moment. He meant it as a compliment.
A UC Berkeley study quietly found that people are working longer hours, not shorter, even as they offload more to machines.
Ayesha’s Take: Nobody lied about what AI could do. But not enough people were honest about what it would cost. The promise was more time. The reality is more expectations. It's time to have a frank conversation inside your organisation about it.
🌟 Woman in Tech Spotlight: Dena Al Mansoori

She launched a startup. Eleven days later, the world shut down. She kept building anyway.
Dena Al Mansoori grew up as a third-culture kid. She’s Emirati - rooted in Abu Dhabi - but she grew up everywhere. In high school alone, she lived in France, Brazil, and the UAE.
With a BS from Boston University, her MBA from the University of Strathclyde, she launched her startup WhiteBox HR in the UAE.
But just 11 days after launching the startup, the WHO declared COVID-19 a global pandemic. The safe move would have been to fold. She didn't. She kept her team. She kept building. WhiteBox HR went on to become an award-winning AI tech company and landed her on the cover of Entrepreneur Magazine.
That same resolve is what she brought to e& (Emirates Telecommunications Group), where she became the first female and one of the youngest members of the leadership team. She walked into a 70,000-person organization and reimagined how it communicated, developed talent, and led from within. That work is now a Harvard Business School case study. 😎
Today, as Group Chief Technology & Innovation Officer at ADNOC, one of the world's top 10 energy companies, she's doing it again, at the intersection of energy, data, and AI.
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