Read LinkedIn co-founder Reid Hoffman letter on software market’s funeral
Reid Hoffman, co-founder of LinkedIn, has pushed back against the growing narrative that AI will kill off software companies. In a letter titled “Notes from the SaaS Funeral,” Hoffman argues that while AI has genuinely weakened the traditional SaaS moat, the leap from disruption to extinction is a logical overreach. The winners, he says, will be companies that rebuild their value proposition around AI—not those who simply bolt features on top of legacy products.