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Artificial intelligence
fromFortune
4 days ago

Amid the 'SaaSpocalypse,' CIOs and CTOs take a harder line with their vendors | Fortune

Engagement with software vendors is evolving, focusing on architecture and pricing models amid rapid changes in generative AI capabilities.
Tech industry
fromBusiness Insider
1 month ago

Marc Benioff downplays software apocalypse fears: 'It may be eaten by the SaaS-quatch'

Salesforce CEO Marc Benioff dismisses AI-driven SaaS industry collapse fears, citing strong demand for AI agents and historical precedent of industry resilience through previous crises.
Business intelligence
fromTechCrunch
1 month ago

Salesforce CEO Marc Benioff: This isn't our first SaaSpocalypse | TechCrunch

Salesforce reported strong Q4 earnings with $10.7 billion revenue and $72 billion RPO, while aggressively addressing investor fears about AI agents disrupting SaaS business models through dividend increases and a $50 billion buyback program.
fromFortune
1 month ago

Workday lost $40 billion in value. Founder Aneel Bhusri is back with a $139 million bet he can turn it around | Fortune

Bhusri's return to the top job at the human resources software company reflects the belief that only a founder with billions on the line and a personal legacy at stake has the unique vision and authority to steer the ship through difficult waters. And with majority voting control plus operational authority as CEO, Bhusri will have more power to make any difficult changes he sees necessary.
Business
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