"Time for it to stop!" - will Salesforce's Claudeforce tie-up with Anthropic be the final nail in the SaaSpocalypse coffin?
This nonsense of this SaaSpocalypse, I think it's time for it to stop!
It’s fair to say that Salesforce CEO Marc Benioff has had enough! For several quarters now, short-termists on Wall Street have danced to the tune of Armageddon pedlars who argued that the AI frontier model providers were about to fatally disrupt the traditional enterprise software vendors.
The so-called SaaSpocalypse was accepted as an inevitability with the obvious negative impact on share prices being the inevitable consequence. The fact that ditching enterprise systems of records like SAP and Workday and Salesforce in favor of an LLM (Large Language Model) and a cheeky dose of vibe coding was never on the agenda for most customers wasn’t about to deter the doomsayers.
But in practice it’s not worked out that way, notes Benioff, citing another stellar set of quarterly numbers yesterday. The company posted $11.35 billion of revenue for the...
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