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.

Key takeaways

Quick scan — what you need to know:

• 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.

Background

What led here, in plain terms:

• 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.

Why it matters

Why readers and decision-makers should care:

• 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.
• 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.