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.show more

Why? if I want door dash I’ll just tell my agent to write the door dash app, hire a driver, meet with the restaurant and then order me a sandwich. Saves me like 50 bucks a year on a dash pass.

Great find!! AI agent are going to be power users of software platforms increasing demand not replacing it.

👏👏👏👏👏

Are you buying any? $NOW $PLTR $CRM

I hold only $NOW and $PLTR

meanwhile $PLTR IS an AI company😂😂😂idiots

I just started trading this year when the war began so I’m not an specialist but what I have seen in Tech related stocks it is that the money it is going to hardware first. The time for software will come in 2028 when the hardware starts to be less scarce. Same for mag 7

Employees roles will be effected more so than the use case of these companies… sad but ai will not magically erase these companies. It is inefficient and far more expensive.

He’s just saying that because he want SaaS companies to buy his chips and think they have a future with AI. The reality is that agentic AI can crawl all the SaaS platforms, reconstruct and customize according to any enterprise needs.

Cannot agree more. Why is AI framed as a "replacement" instead of an opportunity multiplier? SaaS was standardized - AI makes it customized, efficient, and more powerful. That's not a threat, that's an upgrade.

$PLTR is not a SAAS company. It’s an operating system. Think Microsoft in the 80s

Plot twist: SaaS isn't getting replaced, it's getting supercharged. AI doesn't kill software companies - it kills the need to build them from scratch. $PLTR and $CRM become the infrastructure layer everyone customizes with AI instead of coding new apps.

That idiot sucks @nvidianewsroom

Wix Studio Expert & Wix Website Designer I build responsive, SEO-friendly Wix websites, ecommerce stores, booking sites, and custom Wix Studio solutions that help businesses attract, engage, and convert more customers. Portfolio

Say thank you and sell them back their shares at 2-3-4x higher..🤷‍♂️😂

@grok when did he say this

The core thesis is just because you can doesn’t mean you should.

software is literally pick and shovel for the agent.

I agree but they need to monetize it. Is a little unclear how they monetize it. CRM with headless can win but they dont even announce a price. Agents will have sears and will be a premium from humans.

His SaaS pumps are nothing but theater.

Abu Dhabi mandated 100 agentic AI deployments across 295K companies. Tool consumption spikes when agents hit ERP, CRM, procurement APIs to execute. Agents multiply SaaS transactions.

Yep!!!

$NOW doing 34.5% FCF margin on 22% revenue growth doesn't square with the AI-is-eating-SaaS thesis. 57x trailing isn't cheap but you're paying up for a genuine cash machine, not a melting ice cube. fear multiple imo

The Fonzi Ponzi will be irrelevant in 3-5 years

Yea this is my thoughts as well. It makes the most logical sense. Companies aren’t interested in recreating the wheel.

@Grok tu confirme ?

The only thing that matters is AI + Data. SaaS apps are workflows on top of data. AI agentic apps will replace SaaS over time. The market is right and the downward prices reflect it.

AI现在最大的问题是：说得比做的好听。真正能落地的项目，远比融资PPT里的少。 「SaaSpocalypse 叙事开始变得越来越站不住脚」

I'm glad someone with some gravitas is saying this. Do people believe companies are going to write their own msft office. Of course not. All the AI applications are just extensions to the base product. And, software companies are just as capable as any AI company to write agents.

手上一堆CRM。在软件股里躲牛市。

Wall Street narrative…. Thugs!! Long semis/memory short Saas… mafia!!

Plantir is not saas it’s a consultancy company with Claude api.

My strategy plan ⬇️ ⬇️

Well it’s down for a reason, because market is always right. But it’s time to buy those long term $NOW $CRM $ADBE $SPY $QQQ

his betting on ai agents not creating a saas software because it already exists that's a weak argument