SaaS is not dying, SaaS is evolving

SaaS isn't dying. It's being forced to evolve. AI won't replace SaaS — it will transform what SaaS products can do.

Jorge Alvarez
Who's going to buy a piece of software (much less a subscription) when you can have an AI build exactly what you want? https://craigmod.com/essays/software_bonkers/
#ai #software #saaspocalypse
Software Bonkers

Craig Mod

It's unlikely that SaaS is undergoing an extinction-level event, IT leaders say, but #AI is disrupting #softwaredevelopment in ways that enterprises must learn to navigate effectively.

My colleague Benjamin Lutkevich and I spent the past few weeks interviewing IT leaders, including Angie Jones, Suresh Gangula, Fabien CROS and Bill Vass, about the vaunted "#SaaSpocalypse" and what it means for enterprises. Our final analysis: https://www.techtarget.com/searchitoperations/news/366639662/SaaSpocalypse-Maybe-not-but-SaaS-applications-are-changing

#SaaSapplications #enterpriseSaaS #enterprisetech #AIagents #vibecoding

And now for something completely different.

This is a much less in-the-weeds discussion than I normally get into on my vodcast, and it gets a little heavy at times. You should probably make sure you've had your morning coffee before watching this one.

Tom Chi has played many roles inside and outside the tech industry, including serving as head of #GoogleX, where he helped develop Google Glass and self-driving cars. Now a founding partner at the environmentally focused venture capital firm At One Ventures, Chi has published a book, Climate Capital: Investing in the Tools for a Regenerative Future. The book offers dark warnings about the possible future of humans on Earth amid threefold crises in the environment, the #AIeconomy, and geopolitics and also proposes a framework for change.

In this wide-ranging and provocative interview, Chi puts forth his opinions on why a world in which billionaires are building doomsday bunkers is one in which no one is really winning, and how that would could be re-imagined.

In today's episode, we'll cover…

- White collar jobs and AI

- Demand as a check on corporate power

- Connections between climate change, AI's impact and political unrest

- Chi's proposed skills to address these challenges: critical thinking, creativity, compassion, and community.

#AIandjobs #SaaSpocalypse #climatecrisis

https://youtu.be/q_x4ABcGmBM?si=o0kiSh4qq4VbDpDP

IT Ops Query | AI, jobs and billionaires: Former Googler issues warnings

YouTube

SaaS 주가 30% 폭락, AI가 소프트웨어를 삼키는 건가

AI 코딩 에이전트의 등장으로 SaaS 과금 모델이 흔들리는 'SaaSpocalypse' 현상과 이에 반론을 제기한 a16z의 낙관론을 함께 정리했습니다.

https://aisparkup.com/posts/9750

Salesforce가 AI 성공을 두려워하는 이유, SaaSpocalypse의 역설

AI가 잘될수록 위기에 처하는 Salesforce. SaaSpocalypse의 본질과 AWU 지표·스택 주도권 주장 등 Salesforce의 반격 전략을 분석합니다.

https://aisparkup.com/posts/9684

Marc Benioff, director ejecutor de Salesforce: este no es nuestro primer SaaSpocalypse – ButterWord

Salesforce reported a solid year-end earnings and then pulled out all the stops to ward off more talk of the death of its business to AI.

ButterWord

Wes Roth (@WesRoth)

소프트웨어 업종 주가에서 3주 만에 약 1조 달러가 증발하며 'SaaSpocalypse'라 불리는 급락이 보고됨. Salesforce -45%, Atlassian -50%, IBM -27% 하락 표기. Anthropic은 법률, 보안, COBOL 코딩 등 산업별로 AI가 해당 업무를 수행할 수 있다고 발표하며 산업 전반의 영향력을 확대하고 있음.

https://x.com/WesRoth/status/2026465502940582368

#saaspocalypse #enterpriseai #anthropic #softwarestocks

Wes Roth (@WesRoth) on X

$1 trillion wiped from software stocks in 3 weeks. Wall Street is calling it "The SaaSpocalypse." Salesforce -45%. Atlassian -50%. IBM -27% in February alone. Anthropic is going industry by industry; legal, security, COBOL coding etc... and announcing AI can do their jobs.

X (formerly Twitter)

SaaSpocalypse: investors overspend badly and blame AI - YouTube
https://www.youtube.com/watch?v=_DYFmohEZHw

#AI #AgenticAI #GenAI #AIBubble #SaaSpocalypse

SaaSpocalypse: investors overspend badly and blame AI

YouTube