🚀🔥 Mark Cuban Declares "Software is Dead"? What I care more about is: Who will catch the next trillion?

Most people are still debating which AI model is stronger, but Mark Cuban has already pointed the finger at the underlying structure.

He bluntly stated: Software is dead.

It's not that code disappears, but the era of "standardized SaaS" is losing its dominance.

Because everything will be re-customized around "your unique way of using it."

The true meaning of this statement is—companies no longer bend over for tools; tools must transform for companies.

Over the past decade, value belonged to the "universal builders."

Build one system, sell it to ten thousand customers.

But in the AI era, static products are beginning to fail.

The demand of enterprises is no longer "features," but "results."

When models can learn in real-time, adjust in real-time, and generate solutions in real-time—

Rigid software logic will be phased out.

The value chain is fracturing.

Cuban mentioned a key number: 33 million companies.

These companies have no AI budget, no AI experts.

But they have data.

They have problems.

What they lack is just a bridge.

This is the logic of "Service-as-Software."

No longer selling software to customers.

But directly embedding capabilities into business operations.

The real opportunity is not in training the next big model.

But in understanding the pain points of an industry, then reconstructing it with existing models.

The market will split into two types of people:

1) Those who build models

2) Those who turn models into a business advantage

The second type will eat the profits that the first type can't reach.

Because models are commoditized.

Understanding the scenario is scarce.

When Cuban says: "Every single company needs that."

He's not talking about programmers.

He's talking about technology translators.

Understand the differences between Sora and Veo.

Understand how to fine-tune models.

Even more, understand how to embed models into the profit structure of a traditional company.

Alpha is not in the model.

Alpha is in the application scenario.

The question is—

Will you be a builder, or an integrator?

📬 I will continue to track the structural changes in AI business models, dissecting which directions are real opportunities and which are just traffic narratives.

If you want to find truly sustainable advantages in the process of AI reshaping the value chain, welcome to follow.