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Tech 'restacking': B Capital on why the future of software remains bright

Cnbc · · 77 words
open_in_new Read the original article: https://www.cnbc.com/video/2026/04/22/capital-bs-daisy-cai-on-why-future-of-soft…

fact_checkFact-Check Results

3 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

verified Verified 1
info Single Source 1
check_circle Corroborated 1
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“Daisy Cai of B Capital addresses the evolving landscape of software technology”
VERIFIED
Multiple web search results confirm that Daisy Cai is a General Partner at B Capital and a professional in the venture capital/private equity space, which aligns with her addressing the software technology landscape.
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wikipedia NEUTRAL — Hot pot (traditional Chinese: 火鍋; simplified Chinese: 火锅; pinyin: huǒguō; lit. 'fire pot') or hotpot, also known as steamboat, is a dish of soup or stock kept simmering in a pot by a heat source on th…
https://en.wikipedia.org/wiki/Hot_pot
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wikipedia NEUTRAL — James Thomas Fishback (born January 1, 1995) is an American investor and political candidate for the Republican nomination in the 2026 Florida gubernatorial election. Fishback worked for hedge fund G…
https://en.wikipedia.org/wiki/James_Fishback
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wikipedia NEUTRAL — Kimchi (; Korean: 김치; pronounced [kim.tɕʰi]), also written as kimchee, is a traditional Korean side dish (banchan) consisting of salted and fermented vegetables, most often napa cabbage or Korean radi…
https://en.wikipedia.org/wiki/Kimchi
+ 3 more evidence sources
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“the rise of AI agents is not an existential threat to the industry but rather a tech 'restacking'”
SINGLE SOURCE
While the evidence discusses AI agents and existential threats generally (e.g., Sam Altman, Marlon Brando), there is no specific evidence in the provided search results that attributes the phrase 'tech restacking' or this specific viewpoint to Daisy Cai. The claim appears to be from the source article being fact-checked, with no external corroboration.
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wikipedia NEUTRAL — Kimchi (; Korean: 김치; pronounced [kim.tɕʰi]), also written as kimchee, is a traditional Korean side dish (banchan) consisting of salted and fermented vegetables, most often napa cabbage or Korean radi…
https://en.wikipedia.org/wiki/Kimchi
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wikipedia NEUTRAL — A large language model (LLM) is a neural network trained on a vast amount of text for natural language processing tasks, especially language generation. LLMs can generate, summarize, translate and par…
https://en.wikipedia.org/wiki/Large_language_model
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wikipedia NEUTRAL — Tokyo Juliet (Chinese: 東方茱麗葉; pinyin: dōng fāng zhū lì yè) is a 2006 Taiwanese drama starring Ariel Lin, Wu Chun of Fahrenheit and Simon Yam. It is based on Japanese manga series Tokyo Juliet, 東京ジュリエッ…
https://en.wikipedia.org/wiki/Tokyo_Juliet_(TV_series)
+ 3 more evidence sources
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“traditional SaaS models are being challenged as enterprises shift towards outcomes and efficiency, moving away from the focus on simply adding seats”
CORROBORATED
Multiple independent sources confirm the shift from seat-based SaaS models to outcome-based pricing and efficiency. One source mentions HubSpot and ServiceNow transitioning, another mentions a 45% shift according to CloudNuro, and a third mentions a 37% planning rate per ICONIQ's 2026 report.
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web search NEUTRAL — HubSpot and ServiceNow are transitioning from seat-based to outcome-based pricing for AI tools.According to SaaS management platform CloudNuro, over 45% of SaaS companies moved toward outcome-based pr…
https://www.revenuebrew.com/stories/saas-companies-outcome-b…
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web search NEUTRAL — Historically, many SaaS models sold access. Agentic systems increasingly shift the conversation towards outcomes, execution, and delegated work rather than just software availability. That’s a very di…
https://www.linkedin.com/pulse/what-future-holds-business-mo…
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web search NEUTRAL — Hybrid models—blending base fees with outcome-based components—are emerging as the default, with 37% of companies planning pricing changes per ICONIQ's 2026 report. This shift exposes "business model …
https://arabateknik.com/article/saaspocalypse-fuels-ai-upend…
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.