[Digital Today reporter Chi-gyu Hwang] Stripe CEO Patrick Collison (패트릭 콜리슨) argued that in the AI era, software should be made to order like pizza rather than mass-produced.

Business Insider reported on March 3 that Collison said on the TBPN podcast, "Software should not be monetised infinitely based on fixed costs. It should be made on the spot to fit the moment of use."

Business Insider said his remarks reflect tensions in the tech industry over the view that AI will fundamentally change the existing software model.

Earlier this year, after Anthropic expanded enterprise features for Claude AI, investors sold software stocks in large numbers as they focused on the possibility that AI could replace licensed software and human expertise. This led to a sharp drop in the value of broad software ETFs and enterprise companies. IBM recorded its biggest plunge in 26 years, with its shares falling 13 percent on Feb. 23.

But not all companies accept the AI threat argument. Nvidia CEO Jensen Huang (젠슨 황) recently pushed back at a Cisco AI event against claims that AI will replace the existing software industry. Huang said, "The claim that software company share prices are under pressure because of AI is the most illogical claim."