Before replacing SaaS subscriptions with internally built AI software, executives should evaluate the full lifecycle cost of ownership rather than focusing on development cost alone. The key question [...]
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 [...]
Marc Benioff says we're in another 'SaaSpocalypse', but companies that can change direction to accommodate agentic AI will be fine. [...]
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 [...]
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 I [...]