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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."

6,636,178 views • 4 months ago •via X (Twitter)

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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 views • 1 month ago

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

3,707,941 views • 2 months ago

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

1,813,369 views • 5 months ago

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

163,125 views • 2 months ago