#SaaS

Okta CEO Todd McKinnon on why AI agents need identity management, the SaaSpocalypse threat, and why the kill switch might be the most important button in enterprise tech.

Oracle beat revenue expectations with 18% growth and 81% cloud infrastructure surge, directly challenging fears that generative AI would destroy traditional software vendors.

Why billions in AI funding isn't reaching certain SaaS startups. VCs reveal what they're avoiding and what they're seeking in the new AI landscape.

AI coding agents are threatening the $1 trillion SaaS industry. As companies choose to build rather than buy, the per-seat pricing model crumbles. Is this the end of software as we know it?

Salesforce down 21%, Intuit 37%. AI threatens the beloved SaaS model as investors flee software stocks. But will all software really disappear, or is this fear overblown?

Salesforce chief dismisses SaaS apocalypse fears as AI transforms business software. The real question isn't whether SaaS will survive, but which companies will thrive.

Salesforce deployed every weapon in its arsenal to convince investors that AI agents won't kill SaaS. But are they fighting the right battle?

Anthropic's enterprise agents program targets entire corporate departments, threatening SaaS companies and reshaping how we think about workplace automation.

Canva's 2025 performance shows how AI is reshaping creative tools. The shift from design platform to AI platform signals a fundamental change in how we create.

Mistral AI CEO predicts over half of enterprise software could be replaced by AI. As SaaS stocks tumble, what does this mean for the future of software companies?

Databricks hits $5.4B revenue as AI transforms SaaS interfaces. Are specialized software skills becoming obsolete, or is this just the beginning of enterprise evolution?

Explore the subscription economy business model 2026. Learn why companies are shifting to recurring revenue and how it impacts consumer ownership.