A $200bn software investor declares the ‘SaaSpocalypse’ over. Not everyone is convinced
Four months ago, AI looked like it might gut the software industry. This week, one of its biggest investors declared the threat over. The truth sits somewhere in between. Speaking at the SuperReturn International conference in Berlin, Orlando Bravo, founder of Thoma Bravo, one of the world’s largest software-focused private equity firms with almost $200bn […]<br /> This story continues at The Next Web [...]
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IBM is up 30% in a month as Barclays says its software business is the antidote to the SaaSpocalypse
IBM stock surged 10% on Monday after Barclays initiated coverage with an overweight rating and a $350 price target, roughly 11% above the opening price. The jump extends a run that has seen IBM gain n [...]
Intuit is betting its 40 years of small business data can outlast the SaaSpocalypse
Intuit has lost more than 40% of its market cap since the beginning of the year. It's not alone. Many established SaaS players have seen their stock prices fall in recent months, including Adobe [...]
Is the ‘SaaSpocalypse’ a myth? The real cost of AI-built software
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'You’ve heard about the SaaSpocalypse? And it isn’t our first. We’ve had a few of them': Salesforce CEO Marc Benioff bullish over AI market potential
Marc Benioff says we're in another 'SaaSpocalypse', but companies that can change direction to accommodate agentic AI will be fine. [...]
Anthropic CEO Amodei declares "there is no end to the rainbow" for AI scaling
Anthropic CEO Dario Amodei sees no limits to AI scaling and is urging the industry not to downplay the risk of job losses, but to make the upside big enough to offset the disruption.<br /> The a [...]
Landmark German ruling declares Google's AI Overviews are Google's own words and makes it liable for false answers
A German regional court has ruled that Google is directly liable for the content of its AI search overviews. According to the court, previous limited liability protections for search engine operators [...]