Shares of DoorDash plunged 7% on Monday while Salesforce tumbled 5%, ServiceNow slid 4%, and Uber lost 4% following publication of a dystopian scenario analysis from Citirini Research examining potential risks from rapid AI advancement. The iShares Expanded Tech-Software Sector ETF (IGV) dropped 3.6% as the report circulated among investors.

Written from a hypothetical June 2028 perspective, the Citirini Research report outlined a scenario in which accelerating AI capabilities trigger widespread white-collar job displacement, leading to what it termed a "Global Intelligence Crisis." The analysis, explicitly labeled as a scenario rather than a prediction, explored potential economic disruption if AI adoption continues at its current pace. The report detailed a hypothetical sequence beginning in late 2025, when agentic coding tools would enable developers to replicate mid-market SaaS products in weeks, pressuring enterprise software pricing and renewal rates.

The scenario projected ServiceNow reporting 14% net new ACV growth in Q3 2026, down from 23%, alongside a 15% workforce reduction. It suggested AI agents could eliminate friction-based business models by continuously optimizing purchases, travel bookings, and insurance renewals. DoorDash was cited as particularly vulnerable, with the report suggesting habitual app loyalty would disappear as AI agents comparison-shop across multiple platforms for each transaction.