Capitalist Letters

Capitalist Letters

Software Armageddon: Opportunity Or Trap?

Software is getting disrupted or it's presenting a generational buying opportunity. Which one is true?

Oguz Erkan's avatar
Oguz Erkan
Feb 08, 2026
∙ Paid

In 2011, Marc Andreessen, the founder of Netscape and the influential venture capital firm Andreessen & Horowitz, wrote an essay for WSJ: “Software is eating the world.”

It has become something like a motto among tech entrepreneurs as we watch everything turning into a software-based digital product.

Software made billionaires, software created jobs, sof…

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