Software Is Dead — Long Live Software - by Euclid Ventures

kept by eddie feb 20

AI will expand the software market rather than kill SaaS, and vertical software with strong data and workflow moats will survive and thrive.

https://t.co/v7sot4WCI2
A market analyst argues that AI agents will systematically dismantle the five core moats protecting vertical SaaS companies, potentially causing a structural collapse in software valuations.
also on Thomson Reuters, #software-engineering, #ai
AI Won’t Kill the Software Business, Just Its Growth Story - WSJ
Despite AI-driven selloffs in software stocks, replacing complex enterprise platforms like Salesforce or Workday with AI is impractical due to their deep subject-matter expertise.
also on ServiceNow, Salesforce, #enterprise, Anthropic, #business-strategy, #software-engineering
Gen Z is not booing AI. It is booing its own job market
Gen Z's booing at commencement speeches reflects accurate reading of job market data showing AI will disproportionately displace entry-level workers, not generational confusion.
also on ServiceNow, Anthropic, #ai
The SaaS Selloff: AI and Interest Rates - by Dave Friedman
Higher interest rates compress SaaS multiples while AI attacks seat-based pricing and fixed-cost margins, forcing a business model rewrite.
also on Salesforce, Microsoft, #startups, #business-strategy, #software-engineering, #ai
The Pulse: ‘Tokenmaxxing’ as a weird new trend - The Pragmatic Engineer
At Meta, Microsoft, and Salesforce, developers are deliberately burning AI tokens to inflate usage metrics, causing massive waste and prompting Meta to remove its internal leaderboard.
also on Salesforce, Microsoft, Anthropic, #business-strategy, #software-engineering, #ai