The Software That Never Got Bought

Sat, 05 Sep 2026 07:31:19 -0400

There is a number in this week’s news that I keep turning over. According to a roundup of McKinsey’s “State of AI in 2026” survey, 32% of organizations say they have skipped buying at least one software product or feature because they could build it internally with agentic coding tools. I could not find the primary report through the roundup, so treat the figure as secondhand. But even if the true number is half that, it describes something I am part of, and I want to think about it honestly.

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