Why the new software boom feels like the 1990s.

A recent piece from 8VC highlights that software isn’t dying, but the definition of what makes it valuable is undergoing a massive shift. As artificial intelligence becomes the baseline across industries, competitive advantage is moving away from the presentation layer and toward the underlying systems.

The reality is, watching software evolve right now feels exactly like witnessing the birth of the internet in the 1990s. AI is fundamentally re-evaluating the core assets of our digital tools, shifting true enterprise value away from the user interface and placing it squarely on structured data systems and encoded industry knowledge. Beyond the headlines, the real move for leaders is a strategic pivot. Instead of pouring resources into feature-centric development to chase short-term engagement, the focus must shift toward building robust data workflows. The companies that win this next era will be the ones that architect systems capable of capturing, structuring, and deploying deep operational intelligence.

I’d love to hear how your teams are balancing the constant demand for new features with the strategic need to build better underlying data workflows. Feel free to share your perspective.

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