Marketplace Tech Can software companies survive the AI boom?
6 snips
Feb 18, 2026 
Daniel Newman, CEO of The Futurum Group and technology analyst, breaks down how AI-driven code generation is reshaping software. He explores which software functions are most vulnerable, the rise of 'vibe coding' and gaps like security and data access. He also discusses shifting pricing models and strategies for companies to adapt and partner with AI builders.
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Prototypes Aren't Whole Enterprises
- AI can rapidly prototype user interfaces and write code, changing expectations for software development.
- But enterprise replacement requires access to proprietary data, governance, and integration beyond prototypes.
The Vibe Coding Example
- Dan Newman describes "vibe coding" where users tell an AI the interface and it generates a prototype quickly.
- He notes that behind that prototype lie databases, APIs, security, and compliance requirements.
The 95% Data Gap
- Most world data sits behind company firewalls and isn't in public LLM training sets.
- That private data makes many enterprise apps uniquely valuable and hard for public AI models to replace.