The journey to SaaS maturity is less about achieving a static endpoint and more about cultivating a dynamic capability. It’s the difference between reacting to change and proactively shaping the ...

One day not long ago, a founder texted his investor with an update: he was replacing his entire customer service team with Claude Code, an AI tool that can write and deploy software on its own. To Lex ...

In true Australian corporate fashion, Ben Thompson, the co-founder and chief executive of human resources technology unicorn Employment Hero, had planned to take a big chunk of January off work.

A common entrepreneurial story goes like this: “I encountered a problem, saw a gap, and found an opportunity.” Then, they fill that gap, build, and grow. Software as a Service (SaaS) founders are a ...

AI-driven software disruption fears are overblown; SaaS firms may thrive with AI. Enterprise DIY software projects often fail, benefiting established SaaS vendors. AI startups struggle against SaaS ...

The current selloff in software stocks (IGPT), (XSW), (IGV) is an overreaction driven by misplaced fears that artificial intelligence will eliminate the need for software, according to Ray Wang, ...

On Monday, Databricks announced it reached a $5.4 billion revenue run rate, growing 65% year-over-year, of which more than $1.4 billion was from its AI products. Co-founder and CEO Ali Ghodsi wanted ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

I’ve been talking about the demise of SaaS for two years and now I just want to shout it from the rooftops because a lot of companies still aren’t listening. In fact, what you’re about to read is a ...