Goldman Sachs: Will AI eat software? Top of Mind on the agentic threat to SaaS

Goldman's Top of Mind issue 146 asks whether agentic AI tools for software development will do to software what software did to the world. GS analyst Gabriela Borges, Rick Sherlund and Cohesity's Sanjay Poonen agree AI won't eat software but split on how radically incumbents must transform; the issue also covers what stabilizes software share prices, software-exposed credit, and how to position selectively.