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Artificial intelligence
fromFortune
1 week agoI'm a CEO who oversees $9.5 trillion in spend data. AI's winners are already decided | Fortune
AI and SaaS are fundamentally the same, with successful companies leveraging proprietary data to enhance their software capabilities.
Artificial intelligence
fromBusiness Insider
2 months agoTech bull Dan Ives says Wall Street's software skepticism is 'the most disconnected call that I've ever seen'
Software will be the heart and lungs of the AI revolution, enabling real use cases and monetization while entrenched enterprise platforms remain valuable.
Information security
from24/7 Wall St.
2 days agoThe "SaaS-Pocalypse" Continues: Cloudflare, ServiceNow, CrowdStrike Under Fire as Anthropic Rewrites the Rules
The release of Anthropic's AI security product has significantly impacted investor confidence in enterprise software companies, leading to sharp stock declines.
#ai-disruption
Business intelligence
fromwww.businessinsider.com
6 days agoA new scorecard shows which software companies will win or lose in AI
AI-driven 'SaaSpocalypse' indicates a structural reset in enterprise software, reshaping private-equity portfolios and exposing vulnerabilities in many companies.
fromFast Company
1 month agoArtificial intelligence
No, AI is not about to kill the software industry
AI-powered software development tools threaten to disrupt the subscription-based software industry by enabling low-cost app creation, causing major software companies' stock prices to decline significantly.
fromBusiness Insider
1 month agoSoftware development
After weeks of getting bashed, two software giants can make the case for why AI won't kill them
Salesforce and Snowflake report earnings amid investor concerns that AI will disrupt software companies, despite no evidence of widespread AI adoption threatening their businesses.
Artificial intelligence
fromBusiness Insider
1 month agoOracle's Larry Ellison downplays software apocalypse fears: 'We think the SaaSpocalypse applies to others, but not to us'
Oracle executives assert that AI will disrupt competitors but not Oracle, as they rapidly integrate AI coding tools and agents into comprehensive software ecosystems.
fromThe Jerusalem Post | JPost.com
1 week agoThe efficiency architect: How Qi Sun is designing the next generation of human-centric AI | The Jerusalem Post
Qi Sun's DrayEasy platform exemplifies a significant advancement in logistics, merging quoting, booking, and real-time tracking into a seamless automated experience for shippers.
Business intelligence
Marketing tech
fromBusiness Matters
3 weeks agoLegal AI firm Harvey signs Suits star Gabriel Macht in rare B2B brand deal
Legal AI company Harvey signs actor Gabriel Macht as brand ambassador, marking a rare celebrity endorsement in enterprise software to boost brand recognition in the competitive legal AI market.
Startup companies
fromTechCrunch
3 weeks agoThis startup wants to make enterprise software look more like a prompt | TechCrunch
Eragon is building an agentic AI operating system that replaces traditional software interfaces with natural language prompts, eliminating buttons and menus in enterprise business software.
#ai-automation
Toronto startup
fromTESLARATI
4 weeks agoWhat is Digital Optimus? The new Tesla and xAI project explained
Tesla and xAI launched Digital Optimus, an AI agent automating office workflows by observing and replicating human computer interactions, combining Tesla's hardware efficiency with xAI's advanced reasoning capabilities.
Toronto startup
fromTESLARATI
1 month agoElon Musk teases massive new Tesla-xAI joint project known as 'Digital Optimus'
Tesla and xAI jointly developed Digital Optimus, an AI system that automates desk work by processing real-time computer screen video and user actions to emulate entire company functions.
Startup companies
fromTechCrunch
1 month agoBefore quantum computing arrives, this startup wants enterprises already running on it | TechCrunch
Peter Sarlin launched QuTwo, an AI startup building an orchestration layer to help enterprises transition from classical to quantum computing while addressing AI's current efficiency limitations.
Business
from24/7 Wall St.
1 month agoWhat If You Had Invested $1,000 in Oracle or Salesforce 10 Years Ago?
Oracle's pivot to AI cloud infrastructure generated superior returns over a decade, while Salesforce's aggressive expansion and valuation correction have underperformed the S&P 500 despite AI platform gains.
fromTNW | Insider
1 month agoZendesk acquires Forethought in its biggest deal in two decades
Forethought was co-founded by Deon Nicholas, who serves as executive chairman, and Sami Ghoche, who became CEO in 2024 after previously serving as CTO. The pair founded the company when they were 24, and by 2025 the platform was handling more than a billion customer interactions per month for clients including Upwork, Grammarly, Airtable, and Datadog.
Marketing tech
Startup companies
fromTechCrunch
1 month agoLovable says it added $100M in revenue last month alone, with just 146 employees | TechCrunch
Lovable, a no-code platform using natural language to build websites and apps, reached $400 million ARR and serves enterprise clients including Klarna and HubSpot alongside millions of individual users.
Venture
fromTNW | Startups-Technology
1 month agoLegal AI platform Legora raises $550m at a $5.55bn valuation
Legora, a Stockholm-based AI legal platform, reached a $5.55 billion valuation in under two years, raising $550 million in Series D funding and expanding rapidly across global markets with 800 customers.
European startups
fromTechzine Global
1 month agoMicrosoft 365 E7 unveiled: biggest licensing change in ten years
Microsoft launches Microsoft 365 E7 Frontier Worker Suite on May 1, combining Microsoft 365 E5, Microsoft 365 Copilot, and Agent 365 for $99 per user per month, representing the largest release since E5 in 2015.
Artificial intelligence
fromTechzine Global
1 month agoAnthropic launches Claude-powered app marketplace without taking a cut
Anthropic launched Claude Marketplace, an enterprise software store featuring six initial partners offering Claude-powered applications with consolidated billing and no commission fees.
fromFortune
1 month agoOpenAI launches GPT-5.4, its most powerful model for enterprise work | Fortune
The new model consolidates some of the capabilities that OpenAI had previously spread across separate models, bringing together the coding strengths of GPT-5.3-Codex-the company's leading programming model-improved reasoning skills, and the agentic ability for the model to navigate desktops, browsers, and software applications autonomously.
Artificial intelligence
fromTheregister
1 month agoGoogle will soon ship Chrome updates every two weeks
While releases will be more frequent, their smaller scope minimizes disruption and simplifies post-release debugging. And thanks to recent process enhancements, we are confident this shift will maintain our high standards for stability.
Tech industry
fromTechCrunch
1 month agoCursor has reportedly surpassed $2B in annualized revenue | TechCrunch
The four-year-old startup saw its revenue run rate double over the past three months. Founded in 2022, Cursor initially sold its product primarily to individual developers. Over the last year, however, it has focused more on landing large corporate buyers, which now account for approximately 60% of revenue.
Venture
Venture
fromFortune
1 month agoExclusive: SolveAI, at eight months old, raises $50 million to take on the AI coding tool race | Fortune
SolveAI raised $50 million in eight months by developing AI coding tools that capture company-specific context to generate enterprise-quality code matching internal engineering standards.
Tech industry
fromDevOps.com
1 month agoA Blog Post About COBOL Just Cost IBM $30 Billion. Here's What Actually Happened. - DevOps.com
Anthropic's Claude Code announcement about COBOL modernization triggered major market selloffs, but the capability mirrors solutions IBM, OpenAI, AWS, and Microsoft have offered for years.
Law
fromAbove the Law
1 month agoWhat Anthropic's Release Of Claude Legal Skills Means For Solos And Smalls: Nothing - Above the Law
Anthropic's legal plug-ins threaten enterprise legal tech, but solo and small law firms likely remain with legal-specific or general-purpose tools due to entrenched practices.
from24/7 Wall St.
2 months agoWho is Winning AI Workflow Automation? We Compared 4 Enterprise Stocks.
It's about replacing entire layers of business process management with intelligent systems that route work, make recommendations, and execute decisions autonomously. PEGA builds workflow automation and CRM software specifically designed for this transformation. The company generates $1.73 billion in trailing revenue with a 16.1% profit margin, focusing on AI-driven customer engagement and process automation. Recent quarters show dramatic profitability improvement, with Q1 2025 delivering $85.4 million in net income after the company posted losses in 2022.
Artificial intelligence
fromTechCrunch
3 months agoServiceNow to acquire cybersecurity startup Armis for $7.75B | TechCrunch
Enterprise software company ServiceNow agreed to acquire a nine-year-old cybersecurity startup, Armis, for $7.75 billion in cash. The deal is a massive valuation jump for the company. Just last month, Armis raised a $435 million pre-IPO funding round, which valued the company at $6.1 billion. Armis co-founder and CEO Yevgeny Dibrov had told TechCrunch last month that the company aims to go public in late 2026 or 2027, adding that an IPO is his "personal dream."
Venture
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