Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

Palantir is ditching traditional systems integrators and disrupting the software-as-a-service (SaaS) industry. Companies may now leverage AI tools and a few engineers to handle tasks previously managed by SaaS teams. Watch Cathie Wood in the August Fund Webinar to learn more.

ARK Funds

25,063 subscribers

85,989 views • 2 years ago •via X (Twitter)

Finance Science & Technology News & Politics

Anya Rossi• Live Now

Private livecam show

10 Comments

PrivaSee2 years ago

@CathieDWood Cathie is the new Jim Cramer. Everything she discusses gets rekt.

21 Wellness2 years ago

@CathieDWood Please retire

futureisbleek2 years ago

@CathieDWood Time to sell palantir

Evax2 years ago

@CathieDWood Cathie called it 🔥🐂🫎 Big Love x

Michela A Betta2 years ago

@CathieDWood Interesting. I wish I could understand more of these things. Perhaps we would need to have a longer explanation on X about “what is AI going to be” and “how AI is going to be AI”. 😉

marikim2 years ago

@CathieDWood ❌️

TheComparator2 years ago

@ARKInvest @CathieDWood Cathie look too far in the future and now her investment are in trouble. That’s why we should learn from this. Nobody knows how the future will look like, nobody can predicted.

Trend Vester2 years ago

@ARKInvest @CathieDWood What about ZM and TDOC

BlueTazo2 years ago

@CathieDWood sell signal

Sticks and Stones2 years ago

@CathieDWood Ask her about DNA stock

Related Videos

"SaaS was Software as a Service. I believe it's going to be service as software." General Catalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and cost-cutting. Venture is buying legacy companies and using AI to drive growth

"SaaS was Software as a Service. I believe it's going to be service as software." General Catalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and cost-cutting. Venture is buying legacy companies and using AI to drive growth

Deirdre Bosa

86,713 views • 3 months ago

Will SaaS survive the AI era? Four reasons it may not: - Complexity: Software will be cheaper & easier to build yourself - Model Providers: Foundation model providers will move into the app layer. - Agentic Models: Models are becoming more agentic, they could handle tasks without extra SaaS layers. - Experience: SaaS today is built for human GUIs, AI in the future would not require any clicking. Link to the entire interview with Harry Stebbings below.

Will SaaS survive the AI era? Four reasons it may not: - Complexity: Software will be cheaper & easier to build yourself - Model Providers: Foundation model providers will move into the app layer. - Agentic Models: Models are becoming more agentic, they could handle tasks without extra SaaS layers. - Experience: SaaS today is built for human GUIs, AI in the future would not require any clicking. Link to the entire interview with Harry Stebbings below.

Turing

34,425 views • 8 months ago

🚨 Everyone is chasing GPU stocks… but Cathie Wood thinks the AI boom’s hidden winners may be somewhere else 👀 Jeff Lutz 🔋 says CPUs could make a huge comeback as agentic AI and inference grow. He also points to a “hidden layer” of AI, the companies building the racks, cooling, wiring, and power systems behind massive data centers. Big picture: the next AI race may be won by whoever builds the infrastructure fast enough. $TSLA Cathie Wood

🚨 Everyone is chasing GPU stocks… but Cathie Wood thinks the AI boom’s hidden winners may be somewhere else 👀 Jeff Lutz 🔋 says CPUs could make a huge comeback as agentic AI and inference grow. He also points to a “hidden layer” of AI, the companies building the racks, cooling, wiring, and power systems behind massive data centers. Big picture: the next AI race may be won by whoever builds the infrastructure fast enough. $TSLA Cathie Wood

Herbert Ong

28,884 views • 3 months ago

VIDEO | ZOHO’s Chief Scientist Sridhar Vembu expressed his concerns on SaaS (Software as a Service) getting affected due to AI (Artificial Intelligence). He says, “The SaaS ecosystem has suffered from an excess amount of venture capital that came in. That venture capital has dried up now. Most of it is going towards AI, and that has impacted the SaaS ecosystem. So SaaS companies now have to make a profit- they were running at a loss, and that has caused layoffs and all of that. But then there is a second problem - not just the capital drying up. The second problem is that customers are exhausted. A bank cannot use 500 or 1,000 vendors. It’s not possible to manage all that.” (Full video available on PTI Videos -

VIDEO | ZOHO’s Chief Scientist Sridhar Vembu expressed his concerns on SaaS (Software as a Service) getting affected due to AI (Artificial Intelligence). He says, “The SaaS ecosystem has suffered from an excess amount of venture capital that came in. That venture capital has dried up now. Most of it is going towards AI, and that has impacted the SaaS ecosystem. So SaaS companies now have to make a profit- they were running at a loss, and that has caused layoffs and all of that. But then there is a second problem - not just the capital drying up. The second problem is that customers are exhausted. A bank cannot use 500 or 1,000 vendors. It’s not possible to manage all that.” (Full video available on PTI Videos -

Press Trust of India

183,489 views • 1 year ago

The AI story has just begun. Enterprises may be slow to show productivity gains, but Cathie Wood highlights that AI is flourishing on the consumer side and US commercial business was up 123% last quarter. Fund webinar:

The AI story has just begun. Enterprises may be slow to show productivity gains, but Cathie Wood highlights that AI is flourishing on the consumer side and US commercial business was up 123% last quarter. Fund webinar:

ARK Funds

674,908 views • 9 months ago

Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic, but once the business logic moves to AI agents, SaaS is over:

Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic, but once the business logic moves to AI agents, SaaS is over:

Marcelo P. Lima

2,509,064 views • 1 year ago

CATHIE WOOD: BITCOIN IS A HEDGE AGAINST INFLATION AND DEFLATION She says $BTC wins in both scenarios: -Deflationary forces are ripping through markets right now -Traditional industries and SaaS are being disrupted across the board -Innovation platforms are dismantling the existing world order

CATHIE WOOD: BITCOIN IS A HEDGE AGAINST INFLATION AND DEFLATION She says $BTC wins in both scenarios: -Deflationary forces are ripping through markets right now -Traditional industries and SaaS are being disrupted across the board -Innovation platforms are dismantling the existing world order

Ark Invest Tracker

15,997 views • 2 months ago

Wix at 1x ARR is not a SaaS bloodbath. It is a reckoning for businesses that were always just sales and marketing operations dressed up as software. 1. The client-server to SaaS shift was more disruptive than anything AI is doing to software right now. This is incremental. The market is finally pricing it that way. 2. SaaS was never that hard to spin up. When the moat is a sales team and a logo, the multiple compresses. That is not a surprise, that is gravity. 3. The companies that survive this are the ones with complex customer relationships and data sets that cannot be recreated. Wix does not have that. Base44 might not either. 4. Vibe coding tools doing $170M ARR getting priced at $2.1BN is the same mistake in reverse. Getting real workflow change adopted at scale takes longer than the ARR curve suggests. 5. The best software companies right now are not pure software companies. The ones with physical world integration and proprietary data loops are harder to replicate and harder to compress. 6. Everyone who raised at 20x ARR on a sales-led motion took on leverage they did not call leverage. It cuts just as hard on the way down. The bloodbath is not random. It is selection pressure doing exactly what it is supposed to do. Will Quist

Slow Ventures

10,068 views • 1 month ago

.Amjad Masad suggests SaaS founders to go against Silicon Valley's dogma w/ "focus" and build Chinese style tech companies - go broad, build platforms not point solutions. The SaaS market is getting brutally reshaped by AI. Every day Amjad sees people using Replit to replace $15k-100k software products. Vertical SaaS companies are on death watch. If your product solves one specific problem, it's already possible to clone it with today's AI. Tomorrow's tools will make it even easier. Horizontal platforms with strong ecosystems - think Rippling as your "system of record" or Salesforce with its massive developer network are more likely to survive. These aren't getting replaced by a weekend project. He predicts that generative capabilities and larger pieces of software will become more important.

.Amjad Masad suggests SaaS founders to go against Silicon Valley's dogma w/ "focus" and build Chinese style tech companies - go broad, build platforms not point solutions. The SaaS market is getting brutally reshaped by AI. Every day Amjad sees people using Replit to replace $15k-100k software products. Vertical SaaS companies are on death watch. If your product solves one specific problem, it's already possible to clone it with today's AI. Tomorrow's tools will make it even easier. Horizontal platforms with strong ecosystems - think Rippling as your "system of record" or Salesforce with its massive developer network are more likely to survive. These aren't getting replaced by a weekend project. He predicts that generative capabilities and larger pieces of software will become more important.

Aish

116,658 views • 1 year ago

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

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 views • 2 months ago

The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.

The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.

Daniel

124,979 views • 2 months ago

For the first time in about three decades, US manufacturing may be making a comeback. Cathie Wood believes automation and robotics could help America become a more efficient manufacturer than China. Watch "In The Know" to learn more.

For the first time in about three decades, US manufacturing may be making a comeback. Cathie Wood believes automation and robotics could help America become a more efficient manufacturer than China. Watch "In The Know" to learn more.

ARK Invest

34,993 views • 10 months ago

We expected software to lose share over time, but we didn’t anticipate how much and how soon. The speed of this shift reflects how quickly the AI revolution is unfolding. Cathie Wood shares more in a special video. Watch:

We expected software to lose share over time, but we didn’t anticipate how much and how soon. The speed of this shift reflects how quickly the AI revolution is unfolding. Cathie Wood shares more in a special video. Watch:

ARK Invest

40,540 views • 6 months ago

Software > Systems > Societies As 2025 comes to a close, we’re all moving from isolated software tools to agentic systems coordinating those tools to emerging “societies” of autonomous agents that can research, generate, QA, and ship with minimal (to zero) human intervention. Dan Batten and I spent the past few months putting together a 25-minute presentation that covers: → Why the Software Era is ending → How Systems replace disconnected tools with coordinated, generative workflows → Teams can evolve structure today for the coming Societies phase This isn’t AI research. It’s a practical framework for teams building real work today and tomorrow. It's a look at what we’re actively running at Little Plains , and rolling out next at Infinite Garden Watch the Loom. Hope you enjoy! 1/2

Software > Systems > Societies As 2025 comes to a close, we’re all moving from isolated software tools to agentic systems coordinating those tools to emerging “societies” of autonomous agents that can research, generate, QA, and ship with minimal (to zero) human intervention. Dan Batten and I spent the past few months putting together a 25-minute presentation that covers: → Why the Software Era is ending → How Systems replace disconnected tools with coordinated, generative workflows → Teams can evolve structure today for the coming Societies phase This isn’t AI research. It’s a practical framework for teams building real work today and tomorrow. It's a look at what we’re actively running at Little Plains , and rolling out next at Infinite Garden Watch the Loom. Hope you enjoy! 1/2

Emmett

13,505 views • 8 months ago

.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company." From his appearance on the show in August.

.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company." From his appearance on the show in August.

TBPN

63,709 views • 9 months ago

Greptile () YC W24 has raised $25m to Kill The Bug. A few months back I sat down with Daksh Gupta to talk about what they've built, how it's being used by thousands of engineers at the biggest companies in the world and why catching software bugs is one of the highest leverage applications for AI.

Greptile () YC W24 has raised $25m to Kill The Bug. A few months back I sat down with Daksh Gupta to talk about what they've built, how it's being used by thousands of engineers at the biggest companies in the world and why catching software bugs is one of the highest leverage applications for AI.

Brad Flora

34,689 views • 11 months ago

ARR per FTE is a measure we're looking at more and more for AI companies. The very best AI companies are seeing $500k+ ARR/FTE, a bump from what we historically saw for SaaS businesses, as immense demand for AI products drives efficiency. a16z

ARR per FTE is a measure we're looking at more and more for AI companies. The very best AI companies are seeing $500k+ ARR/FTE, a bump from what we historically saw for SaaS businesses, as immense demand for AI products drives efficiency. a16z

David George

21,805 views • 6 months ago