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thenextweb
A $200bn software investor declares the ‘SaaSpocalypse’ over. Not everyone is convinced

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 International conference in Berlin, Orlando Bravo, founder of Thoma Bravo, one of the world’s largest software-focused private equity firms with almost $200bn […]<br /> This story continues at The Next Web [...]

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thenextweb
Anthropic’s near-$2tn IPO rests on a revenue forecast for 2028

According to a Reuters exclusive, the AI lab’s initial public offering hinges on an internal forecast that it will book between $190bn and $200bn of revenue in 2028, a previously unreported figure t [...]

Match Score: 49.55

thenextweb
IBM is up 30% in a month as Barclays says its software business is the antidote to the SaaSpocalypse

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 [...]

Match Score: 42.74

Destination
Google tests the app market version of the SaaSpocalypse

Google AI Studio can now generate native Android apps from a prompt - built in Kotlin with Jetpack Compose and testable in a browser emulator. For simple utility apps like trackers or checklists, the [...]

Match Score: 41.45

Destination
Stripe declares we're living in the singularity and uses it as a reason not to IPO

In a letter to investors, Stripe declares January 1 the "beginning of the singularity" and uses that as a reason to stay private. Not that it needs one: revenue grew 41 percent in the first [...]

Match Score: 39.13

venturebeat
What the OpenClaw moment means for enterprises: 5 big takeaways

The "OpenClaw moment" represents the first time autonomous AI agents have successfully "escaped the lab" and moved into the hands of the general workforce. Originally developed by [...]

Match Score: 35.64

venturebeat
Intuit is betting its 40 years of small business data can outlast the SaaSpocalypse

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 [...]

Match Score: 34.48

thenextweb
Is the ‘SaaSpocalypse’ a myth? The real cost of AI-built software

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 [...]

Match Score: 33.17

thenextweb
Europe’s cumulative EV investment passes €200bn

New AutoMotive’s data tracker, reported by Reuters on Sunday, marks the threshold and puts the question to industrial policy: how much of the headline number will end up producing cells at scale, gi [...]

Match Score: 33.03

Destination
'You’ve heard about the SaaSpocalypse? And it isn’t our first. We’ve had a few of them': Salesforce CEO Marc Benioff bullish over AI market potential

Marc Benioff says we're in another 'SaaSpocalypse', but companies that can change direction to accommodate agentic AI will be fine. [...]

Match Score: 31.64