Marc Andreessen made a dire software prediction 15 years ago. Now it’s happening in a way nobody imagined

On August 20, 2011, legendary venture capitalist Marc Andreessen published a blog post—and an accompanying essay in The Wall Street Journal—that would become the sacred texts of the Silicon Valley bull run. Titled “Why Software Is Eating The World,” he argued that the global economy was undergoing a “dramatic and broad technological and economic shift” and that software companies were poised to take over large swathes of the industry.

Fifteen years later, in February 2026, Andreessen’s...