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Mark Cuban on the next job wave. Customized AI integration for small to mid-sized companies. "Software is dead because everything's gonna be customized to your unique utilization. Who's gonna do it for them... And there are 33 mn companies in the US."

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Rohan Paul

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6,640,230 просмотров • 6 месяцев назад •via X (Twitter)

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MARK CUBAN REVEALED WHAT HE THINKS THE NEXT MASSIVE JOB WAVE WILL BE: CUSTOMIZED AI INTEGRATION FOR SMALL AND MID-SIZED BUSINESSES. “SOFTWARE IS DEAD BECAUSE EVERYTHING’S GONNA BE CUSTOMIZED TO YOUR UNIQUE UTILIZATION. WHO’S GONNA DO IT FOR THEM?... AND THERE ARE 33,000,000 COMPANIES IN THE US.”
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MARK CUBAN REVEALED WHAT HE THINKS THE NEXT MASSIVE JOB WAVE WILL BE: CUSTOMIZED AI INTEGRATION FOR SMALL AND MID-SIZED BUSINESSES. “SOFTWARE IS DEAD BECAUSE EVERYTHING’S GONNA BE CUSTOMIZED TO YOUR UNIQUE UTILIZATION. WHO’S GONNA DO IT FOR THEM?... AND THERE ARE 33,000,000 COMPANIES IN THE US.”

Vivek Sen

87,619 просмотров • 2 месяцев назад

Mark Cuban just told every software company on Earth they’re already dead. The people inside them are still building roadmaps. Cuban: “Software is dead because everything’s going to be customized to your unique utilization.” Every SaaS company was built on one bet. Software stays rigid. Humans stay adaptable. You learn the tool. You bend to it. You pay for someone else’s version of your solution. AI just inverted that. The tool bends to you or it dies. Cuban: “33 million companies aren’t going to have AI budgets, aren’t going to have AI experts.” 33 million businesses feel something shifting beneath them. None can name it. The distance between what AI can do and what small companies can access is the most mispriced gap in markets today. Not a technology problem. A translation problem. Cuban: “Learn all you can about AI but learn more on how to implement them in companies.” Everyone is racing to build intelligence. Almost nobody is racing to deploy it where the pain is deepest. The person who walks into a 40-person company and rewires their entire operation captures more value than the team that trained the model. Understanding pain is now worth more than building intelligence. Cuban: “Every single job available for kids coming out of school because every single company needs that.” The most important career of the next decade has no title. No degree path. No university knows it needs to exist yet. It belongs to whoever learns two languages fluently. The language of a business that can’t articulate what’s breaking. And the language of an AI that doesn’t know where to aim. 33 million companies. Zero translators. Whoever arrives first doesn’t enter a market. They create one.
2:14

Mark Cuban just told every software company on Earth they’re already dead. The people inside them are still building roadmaps. Cuban: “Software is dead because everything’s going to be customized to your unique utilization.” Every SaaS company was built on one bet. Software stays rigid. Humans stay adaptable. You learn the tool. You bend to it. You pay for someone else’s version of your solution. AI just inverted that. The tool bends to you or it dies. Cuban: “33 million companies aren’t going to have AI budgets, aren’t going to have AI experts.” 33 million businesses feel something shifting beneath them. None can name it. The distance between what AI can do and what small companies can access is the most mispriced gap in markets today. Not a technology problem. A translation problem. Cuban: “Learn all you can about AI but learn more on how to implement them in companies.” Everyone is racing to build intelligence. Almost nobody is racing to deploy it where the pain is deepest. The person who walks into a 40-person company and rewires their entire operation captures more value than the team that trained the model. Understanding pain is now worth more than building intelligence. Cuban: “Every single job available for kids coming out of school because every single company needs that.” The most important career of the next decade has no title. No degree path. No university knows it needs to exist yet. It belongs to whoever learns two languages fluently. The language of a business that can’t articulate what’s breaking. And the language of an AI that doesn’t know where to aim. 33 million companies. Zero translators. Whoever arrives first doesn’t enter a market. They create one.

Dustin

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Mark Cuban on why companies desperately need AI implementers, but can't find them: "I've been through every single technology, you know, event and evolution and this blows them all away." But the technology itself isn't the real opportunity. As Cuban puts it: "Now, how you implement it in business is a whole different issue." To explain why, he goes back to his own beginnings. He recalls walking into companies in his twenties that had never encountered a personal computer: "Like literally, when I was 24, I was walking into companies who had never seen a PC before in their lives and explaining to them the value and having these guys going, 'Well, son, I got this receptionist right there. I got that secretary. I'm never going to need that s*** ever.'" His edge back then came from teaching those businesses how to actually put the technology to work. Cuban sees the same pattern repeating with AI, which is exactly the advice he gives the young people in his life: "When I'm telling my kids and kids going to school what should I do? What should I do? I'd be like AI research learn all you can about AI but learn more on how to implement them in companies right because to your point companies don't understand how to implement all that right now." Mark Cuban points to a shift already underway: "You got the head of Microsoft saying software is dead cuz everything's going to be customized to your unique utilization." The question that follows, he argues, is simple: "Who's going to do it for them? Particularly small to medium-size businesses." And the scale of that gap is enormous: "There are 33 million companies in this country. 30 million of them are soloreneurs… There are only, you know, there are millions of companies that have 1, 5, 10, 50, 100, 500 people that aren't going to have AI budgets, aren't going to have AI experts. This is where kids getting hired coming out of college are really going to have a unique opportunity." Cuban's prescription for students is to spend their free time getting hands-on now — learning to produce video, learning to customize a model, so they can walk into any business and prove their value: "Let me show you how to benefit you. That is every single job that's going to be available for kids coming out of school because every single company needs that."
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Mark Cuban on why companies desperately need AI implementers, but can't find them: "I've been through every single technology, you know, event and evolution and this blows them all away." But the technology itself isn't the real opportunity. As Cuban puts it: "Now, how you implement it in business is a whole different issue." To explain why, he goes back to his own beginnings. He recalls walking into companies in his twenties that had never encountered a personal computer: "Like literally, when I was 24, I was walking into companies who had never seen a PC before in their lives and explaining to them the value and having these guys going, 'Well, son, I got this receptionist right there. I got that secretary. I'm never going to need that s*** ever.'" His edge back then came from teaching those businesses how to actually put the technology to work. Cuban sees the same pattern repeating with AI, which is exactly the advice he gives the young people in his life: "When I'm telling my kids and kids going to school what should I do? What should I do? I'd be like AI research learn all you can about AI but learn more on how to implement them in companies right because to your point companies don't understand how to implement all that right now." Mark Cuban points to a shift already underway: "You got the head of Microsoft saying software is dead cuz everything's going to be customized to your unique utilization." The question that follows, he argues, is simple: "Who's going to do it for them? Particularly small to medium-size businesses." And the scale of that gap is enormous: "There are 33 million companies in this country. 30 million of them are soloreneurs… There are only, you know, there are millions of companies that have 1, 5, 10, 50, 100, 500 people that aren't going to have AI budgets, aren't going to have AI experts. This is where kids getting hired coming out of college are really going to have a unique opportunity." Cuban's prescription for students is to spend their free time getting hands-on now — learning to produce video, learning to customize a model, so they can walk into any business and prove their value: "Let me show you how to benefit you. That is every single job that's going to be available for kids coming out of school because every single company needs that."

Big Brain AI

10,639 просмотров • 2 месяцев назад

We’ll say it again: being AI-native is a game changer for young people. Mark Cuban (Mark Cuban): “If you’re AI-native… they need you.” Small businesses, Shark Tank companies, and 10,000 person companies are all trying to figure out how to use AI. We’re still early. Anyone can apply AI to what they know. There is massive opportunity in using AI to rethink the way we do business.
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We’ll say it again: being AI-native is a game changer for young people. Mark Cuban (Mark Cuban): “If you’re AI-native… they need you.” Small businesses, Shark Tank companies, and 10,000 person companies are all trying to figure out how to use AI. We’re still early. Anyone can apply AI to what they know. There is massive opportunity in using AI to rethink the way we do business.

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Mark Cuban just described the largest wealth transfer of the AI era. Almost nobody understood what he said. Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.” Not tech startups. The shoe store. The regional trucking outfit. The accounting firm with 12 employees. The businesses that actually run the physical economy. They know AI is coming. They have no idea what to do with it. Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.” Software is dead. The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever. AI ends the contract. The business stops bending to the software. The intelligence bends to the business. But customized by whom. The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is. Cuban: “Who’s going to do it for them?” That question is worth more than the frontier models themselves. Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer. Let them fight. Let them burn the capital. Let them drive the cost of raw intelligence toward zero. Because the wealth does not collect where the brain is built. It collects where the brain meets the business. Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic. Cuban is staring at the other 99 percent of the economy. Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates. Walk through the door. Understand their problems. Wire the intelligence directly into their revenue. That is not a job title. That is an entire economic class being born. You do not need to build the brain. You need to build the nervous system. The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in. 33 million companies are standing in the dark right now. Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.
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Mark Cuban just described the largest wealth transfer of the AI era. Almost nobody understood what he said. Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.” Not tech startups. The shoe store. The regional trucking outfit. The accounting firm with 12 employees. The businesses that actually run the physical economy. They know AI is coming. They have no idea what to do with it. Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.” Software is dead. The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever. AI ends the contract. The business stops bending to the software. The intelligence bends to the business. But customized by whom. The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is. Cuban: “Who’s going to do it for them?” That question is worth more than the frontier models themselves. Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer. Let them fight. Let them burn the capital. Let them drive the cost of raw intelligence toward zero. Because the wealth does not collect where the brain is built. It collects where the brain meets the business. Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic. Cuban is staring at the other 99 percent of the economy. Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates. Walk through the door. Understand their problems. Wire the intelligence directly into their revenue. That is not a job title. That is an entire economic class being born. You do not need to build the brain. You need to build the nervous system. The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in. 33 million companies are standing in the dark right now. Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.

Dustin

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Aaron Rupar

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Gokul explains why outcome-based software companies like Zendesk are more exposed to AI than systems of record like NetSuite, and why public markets are not distinguishing between the two. He argues that the only way AI-native startups can disrupt systems of record is by spending 1-2 years building migration tools to get data off of incumbent platforms. "The software companies that should be the most worried right now is where they are pricing the product based on utility. Zendesk is a good example. Instead of paying for 50 Zendesk seats, you can pay for 20 and I can have 30 AI agents sitting next to Zendesk. For these companies you need to change your pricing model to be based on outcome. It's going to be hard for them to stay public. The companies that are less exposed are ones based on data that has been collected and captured over a period of time. ERP is a great example. There is no compelling reason for someone to put their career at stake by ripping out NetSuite. NetSuite has more time to build AI agents on top of it because they have the data, they can train the AI agent on top of it and bundle it. I think the public markets do not distinguish between these two types of companies."
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Gokul explains why outcome-based software companies like Zendesk are more exposed to AI than systems of record like NetSuite, and why public markets are not distinguishing between the two. He argues that the only way AI-native startups can disrupt systems of record is by spending 1-2 years building migration tools to get data off of incumbent platforms. "The software companies that should be the most worried right now is where they are pricing the product based on utility. Zendesk is a good example. Instead of paying for 50 Zendesk seats, you can pay for 20 and I can have 30 AI agents sitting next to Zendesk. For these companies you need to change your pricing model to be based on outcome. It's going to be hard for them to stay public. The companies that are less exposed are ones based on data that has been collected and captured over a period of time. ERP is a great example. There is no compelling reason for someone to put their career at stake by ripping out NetSuite. NetSuite has more time to build AI agents on top of it because they have the data, they can train the AI agent on top of it and bundle it. I think the public markets do not distinguish between these two types of companies."

Patrick OShaughnessy

393,820 просмотров • 6 месяцев назад

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2:52

CHRIS CAMILLO SAYS ONE OF THE EASIEST WAY TO GET RICH RIGHT NOW IS BECOMING THE "AI GUY" FOR PEOPLE WHO REFUSE TO LEARN AI "There's a pretty big arbitrage window there for anyone who's willing to simply learn AI and be helpful to someone that is either unwilling to learn AI or just too slow to adopt." - Chris Camillo "There are tens of millions of companies, small, medium, big, and most of them are not even touching AI yet." He points to institutional private equity now planning to spend tens of billions of dollars just helping enterprises onboard AI, because most companies haven't touched it yet. His comparison: it took companies two decades to fully embrace social media, and over a decade to adopt search advertising at scale. "I think that arbitrage window is gonna last a while. Not months. Years." We haven't even started yet.

WOLF

34,044 просмотров • 1 месяц назад

This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.
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This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.

Ricardo

1,815,322 просмотров • 6 месяцев назад

Billionaire Marc Andreessen describes a “horrifying” meeting with the Biden Administration that convinced him he had to endorse Donald Trump 🚨 Biden Admin was going to control AI, only allow 3 companies to create AI, crush all competitor companies then classify the physics needed to run AI models “Meetings in DC in May where we talked to them about this, and the meetings were absolutely horrifying” Reporter “What did you hear in those meetings?” “AI is a technology, basically, that the government is gonna completely control. — Don't fund AI startups. That's not something that we're gonna allow to happen. Um, they’re not gonna be allowed to exist.” “They basically said AI is gonna be a a game of 2 or 3 big companies working closely with the government, and we're gonna basically wrap them in a you know, they I'm paraphrasing, but we're gonna basically wrap them in a government cocoon.” “We're gonna protect them from competition. We're gonna control them, um, and we’re gonna dictate what they do.” He then talks about the Biden Admins plan to clarify and withhold the technology being used This really is horrifying. Just imagine everything else they’re doing this with
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Billionaire Marc Andreessen describes a “horrifying” meeting with the Biden Administration that convinced him he had to endorse Donald Trump 🚨 Biden Admin was going to control AI, only allow 3 companies to create AI, crush all competitor companies then classify the physics needed to run AI models “Meetings in DC in May where we talked to them about this, and the meetings were absolutely horrifying” Reporter “What did you hear in those meetings?” “AI is a technology, basically, that the government is gonna completely control. — Don't fund AI startups. That's not something that we're gonna allow to happen. Um, they’re not gonna be allowed to exist.” “They basically said AI is gonna be a a game of 2 or 3 big companies working closely with the government, and we're gonna basically wrap them in a you know, they I'm paraphrasing, but we're gonna basically wrap them in a government cocoon.” “We're gonna protect them from competition. We're gonna control them, um, and we’re gonna dictate what they do.” He then talks about the Biden Admins plan to clarify and withhold the technology being used This really is horrifying. Just imagine everything else they’re doing this with

Wall Street Apes

1,883,232 просмотров • 1 год назад

Mark Cuban says AI will split every company into 2 categories within 3 years "When it's all said and done over the next 3 years, there's going to be two types of companies. Those who are great at AI and those who went out of business" "The biggest challenge for a company is going to be for the CEO to make that decision that we're going to have to blow up a lot of what we do to recreate our company" "We hear a lot of stories about huge public companies that spend a lot of money to try to implement AI and it doesn't really get them a return on investment." "Because you already are running your business the way you've always run it." "The things you've considered outsourcing, your customer call centers, AI agents are perfect for. The stuff you would give to an intern, AI agents are perfect for" "But to really take advantage of AI you have to reformulate your business completely to build it on AI"
5:18

Mark Cuban says AI will split every company into 2 categories within 3 years "When it's all said and done over the next 3 years, there's going to be two types of companies. Those who are great at AI and those who went out of business" "The biggest challenge for a company is going to be for the CEO to make that decision that we're going to have to blow up a lot of what we do to recreate our company" "We hear a lot of stories about huge public companies that spend a lot of money to try to implement AI and it doesn't really get them a return on investment." "Because you already are running your business the way you've always run it." "The things you've considered outsourcing, your customer call centers, AI agents are perfect for. The stuff you would give to an intern, AI agents are perfect for" "But to really take advantage of AI you have to reformulate your business completely to build it on AI"

Jaynit

196,784 просмотров • 3 месяцев назад

🚨BREAKING: President Trump tells the GOP to FIGURE OUT how to give money DIRECTLY to the People for Healthcare "You could OWN health care, FIGURE IT OUT!" "Let the money go DIRECTLY to the people. It goes into a health care account; there are numerous things you can do." "NO MONEY for the Insurance Companies! You know, I'm going to meet with the insurance companies." "I'm gonna meet with them, 14 companies."
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🚨BREAKING: President Trump tells the GOP to FIGURE OUT how to give money DIRECTLY to the People for Healthcare "You could OWN health care, FIGURE IT OUT!" "Let the money go DIRECTLY to the people. It goes into a health care account; there are numerous things you can do." "NO MONEY for the Insurance Companies! You know, I'm going to meet with the insurance companies." "I'm gonna meet with them, 14 companies."

The Patriot Oasis™

439,697 просмотров • 7 месяцев назад

This is what Avalanche was built for: "Increasingly, companies demand their own customized blockspace. That trend is not going to stop." Haseeb ＞|＜ on the Layer One podcast.
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This is what Avalanche was built for: "Increasingly, companies demand their own customized blockspace. That trend is not going to stop." Haseeb ＞|＜ on the Layer One podcast.

Avalanche🔺

21,260 просмотров • 8 месяцев назад

Fivetran CEO George Fraser's theory of the SaaSpocalypse: "There's a lot more uncertainty embedded in all these SaaS companies... than there was a year ago." "I don't really buy into this reason that all these SaaS categories are gonna disappear and be replaced with vibe-coded software. I think there will be some, but I think the bigger threat is simply new companies coming along. It is just so much easier to write software now that AI-native companies will just zoom and catch up to the established incumbents and maybe be better." George Fraser with martin_casado
1:07

Fivetran CEO George Fraser's theory of the SaaSpocalypse: "There's a lot more uncertainty embedded in all these SaaS companies... than there was a year ago." "I don't really buy into this reason that all these SaaS categories are gonna disappear and be replaced with vibe-coded software. I think there will be some, but I think the bigger threat is simply new companies coming along. It is just so much easier to write software now that AI-native companies will just zoom and catch up to the established incumbents and maybe be better." George Fraser with martin_casado

a16z

30,507 просмотров • 2 месяцев назад

Mark Cuban said what every CEO in America needs to hear. "There are only two types of companies in this world, those who are great at AI, and everybody else. If you don't know AI, you are going to fail. Period, end of story." Mark Cuban didn't stop there. "Whether you are an employee, you're going to have to understand how AI impacts your job and how you can use it to be better at your job. Same if you're a student. And if you're a CEO, you can't just say, okay, I'm going to get my tech guys to understand it and educate me on it. You have to understand it yourself because it will have significant impact on every single thing that you do. There's no avoiding it." This is coming from someone who built and sold the Dallas Mavericks, who made his first fortune selling a company to Yahoo for $5.7 billion in 1999, and who has spent the last two years going deeper on AI than almost any investor his age. He is describing the Innovator's AI Dilemma, entrepreneurs are right now building AI-native companies designed to displace every major incumbent. If a CEO tears down their company to rebuild it AI native, investors revolt but if they do nothing, AI-native startups eat their market and investors revolt anyway. Either path leads to shareholder lawsuits and there is no comfortable middle. The companies that survive will be the ones where leadership, not just the tech team, genuinely understands what the technology can do. The ones that don't will look back at this moment the same way Blockbuster looks at 2005.
0:33

Mark Cuban said what every CEO in America needs to hear. "There are only two types of companies in this world, those who are great at AI, and everybody else. If you don't know AI, you are going to fail. Period, end of story." Mark Cuban didn't stop there. "Whether you are an employee, you're going to have to understand how AI impacts your job and how you can use it to be better at your job. Same if you're a student. And if you're a CEO, you can't just say, okay, I'm going to get my tech guys to understand it and educate me on it. You have to understand it yourself because it will have significant impact on every single thing that you do. There's no avoiding it." This is coming from someone who built and sold the Dallas Mavericks, who made his first fortune selling a company to Yahoo for $5.7 billion in 1999, and who has spent the last two years going deeper on AI than almost any investor his age. He is describing the Innovator's AI Dilemma, entrepreneurs are right now building AI-native companies designed to displace every major incumbent. If a CEO tears down their company to rebuild it AI native, investors revolt but if they do nothing, AI-native startups eat their market and investors revolt anyway. Either path leads to shareholder lawsuits and there is no comfortable middle. The companies that survive will be the ones where leadership, not just the tech team, genuinely understands what the technology can do. The ones that don't will look back at this moment the same way Blockbuster looks at 2005.

StockMarket.News

163,456 просмотров • 3 месяцев назад

.Senator Dave McCormick tells Matthew Boyle: "If we're gonna win in this existential battle with China... we can't get the AI companies out on their own or the energy companies out on their own. Everybody needs to be integrated. This is like winning World War II, that kind of integration across America to be able to persevere."
0:44

.Senator Dave McCormick tells Matthew Boyle: "If we're gonna win in this existential battle with China... we can't get the AI companies out on their own or the energy companies out on their own. Everybody needs to be integrated. This is like winning World War II, that kind of integration across America to be able to persevere."

Breitbart News

25,275 просмотров • 3 месяцев назад