Last week four of the most known software companies in the world beat Wall Street's estimates. The market invested $10B to one and erased $2.4B from another.
I think we’re about to find out how much of the internet, our pricing, our customer operations, and even our ideas about authorship were held together by the assumption that a human was on the other side."
Thursday J.P. Morgan called the SaaSpocalypse overblown, and Salesforce added $6.6B in a day. Its reason: AI agents still need the data inside Salesforce."
Are we actually making things better, or have we just gotten really good at making everything look innovative?
Atonom’s vision for building AI-powered teams with Cloud Employees.
When the core input of an industry gets this cheap, everything built on top of it starts to change. We are watching that play out.
Here is what gets me. The market is no longer asking whether these companies have good AI.
