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#agentic-ai
fromFast Company
3 days ago
Silicon Valley

Everything you've heard about the 'SaaSpocalypse' is wrong

Agentic AI threatens traditional SaaS business models by automating tasks previously requiring per-seat subscriptions, causing major software stocks to decline significantly.
from24/7 Wall St.
1 month ago
Artificial intelligence

Adobe Stock Looks Like a Huge AI Bargain After a Nosedive. Should You Buy?

Agentic AI like Anthropic's Claude Cowork poses major disruption risk to traditional software firms such as Adobe, increasing investor uncertainty in SaaS valuations.
Silicon Valley
fromFast Company
3 days ago

Everything you've heard about the 'SaaSpocalypse' is wrong

Agentic AI threatens traditional SaaS business models by automating tasks previously requiring per-seat subscriptions, causing major software stocks to decline significantly.
more#agentic-ai
Software development
fromMedium
4 days ago

The last interface

AI will make software development so inexpensive that SaaS companies risk self-destruction through commoditization, while simultaneously disrupting the complex user interfaces that knowledge workers depend on daily.
fromZDNET
2 weeks ago

How the rise of AI-native software could give SMBs enterprise-level power

Competition will heat up as AI-native challengers begin to chip away at market leaders across business processes and create new market segments that were previously unaddressed by software. In addition, new entrants are rapidly growing and disrupting the market with leaner operating models.
Artificial intelligence
fromBusiness Insider
2 weeks ago

Skeptical of the 'SaaSpocalypse'? Bill Gurley says you should channel your inner Warren Buffett and strike

Right after Facebook went public, there was a concern about this mobile transition, and their stock went from $42 to like $18. That was fear of a technology disruption. I've never seen a disruption that had this much anxiety and go across so many companies.
Venture
fromFortune
2 weeks ago

OpenAI partners with McKinsey, BCG, Accenture, and Capgemini to push its Frontier AI agent platform | Fortune

OpenAI is enlisting some of the world's biggest consulting firms in its fight to dominate the enterprise AI market.Today the AI company announced partnerships with Boston Consulting Group, McKinsey & Company, Accenture, and Capgemini that will see the consulting firms helping to sell and implement OpenAI's new Frontier AI agent platform. The consultants will help their clients redesign workflows, integrate AI agents with software tools and systems, help clients with change management, and provide industry-specific expertise OpenAI doesn't have in-house.
Artificial intelligence
fromThe Mercury News
1 month ago

Olson: Anthropic's secret weapon is its cult of safety

ChatGPT owner OpenAI has a workforce double the size of Anthropic, while Microsoft Corp. and Alphabet Inc.'s Google have 228,000 and 183,000 staff respectively, and boast enormous capital positions and distribution networks. Yet Anthropic's AI tools for generating computer code and operating computers go beyond anything these larger companies have managed to launch. OpenAI and Microsoft have struggled to ship products with as much impact recently.
Silicon Valley
#anthropic
more#anthropic
Artificial intelligence
fromBusiness Insider
5 months ago

The AI message from Silicon Valley: 'No one's slowing down'

AI demand is accelerating rapidly, outstripping compute capacity and forcing companies to ration resources, slow services, and delay projects despite massive spending.
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