SaaS, widely misunderstood ($CSU.TO, $TOI.V, $ADBE, $UBER, $CRM)

kept by eddie jan 27

SaaS remains economically superior to internal AI-built alternatives, making AI an accelerant rather than a disruptor for established software companies.

Companies Aren’t Ripping Out Business Software for AI. Here’s What They’re Doing Instead. - WSJ
Large corporations are not replacing core business software with AI, but are using AI to build small custom apps and negotiate better vendor deals.
also on Adobe, Salesforce, #enterprise, #business-strategy, #software-engineering
Subscriptions Will Survive in Exactly Two Places
The subscription model survives only for genuine utilities and continuously-fresh-context services; the middle—static SaaS and exhausted catalogs—collapses as income shocks, context saturation, and AI repricing erode its math.
also on Adobe, #economics, #business-strategy, #software-engineering, #ai
Tech Workers Maxed Out Their A.I. Use. Now They’re Trying to Minimize It.
Companies like Meta and Uber are restricting employee AI usage after soaring costs from tokenmaxxing, shifting to tokenminning to save money.
also on Uber, Salesforce, #enterprise, #ai
Salesforce employees are confused about why the company is promoting a competitor inside Slack
Salesforce promotes Anthropic's Claude Tag inside Slack, but employees worry it competes with Salesforce's own Slackbot and Agentforce.
also on Salesforce, Slack, #enterprise, #business-strategy
I think Anthropic and OpenAI have found product-market fit
Anthropic and OpenAI have found product-market fit with coding agents like Claude Code and Codex, driving enterprise spending so high that both companies switched to API-based billing and are approaching profitability.
also on Uber, #enterprise, #business-strategy