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The SaaS scare is back
Posted on 7/9/26 at 6:53 am
Posted on 7/9/26 at 6:53 am
This looks serious.
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Posted on 7/9/26 at 8:19 am to bayoubengals88
My company is doing the same.
Posted on 7/9/26 at 8:27 am to bayoubengals88
You have to consider it. A lot of SaaS vendors are repricing their services lately in the name of native AI. Significant markups in rates, you have to look at alternatives for already expensive core services with AI features you don’t necessarily think fit your business activities.
Posted on 7/9/26 at 8:33 am to bayoubengals88
I mean is this a scare? They need to diversify and improve their product offerings. This is a tale as old as time.
I'm doing this now and have cut 2 tools out of our workflow (appcues, miro) because Claude built exactly what I needed in about 2 weeks with my spare time.
I'm doing this now and have cut 2 tools out of our workflow (appcues, miro) because Claude built exactly what I needed in about 2 weeks with my spare time.
This post was edited on 7/9/26 at 8:35 am
Posted on 7/9/26 at 8:55 am to bayoubengals88
look for software companies that make it possible to spend less on legacy software. Software isn’t going anywhere. Open source AI is t going anywhere.
the application layer will only become more powerful and more embedded as AI decision making becomes more and more adopted. I don’t think the question is (any longer) “what can AI do?”…AI can do anything including writing an an entire operating system. The question will be “how do I use it to produce outcomes?” and for that you need software
AI wants to ingest ALL of the data, because it can. Humans don’t operate that way
the application layer will only become more powerful and more embedded as AI decision making becomes more and more adopted. I don’t think the question is (any longer) “what can AI do?”…AI can do anything including writing an an entire operating system. The question will be “how do I use it to produce outcomes?” and for that you need software
AI wants to ingest ALL of the data, because it can. Humans don’t operate that way
Posted on 7/9/26 at 10:19 am to bayoubengals88
Man the risks here seem extreme... How can they trust someone hasn't put in exploits or whatever in the code AI is using?
Posted on 7/9/26 at 10:24 am to Stexas
It reads like some PR campaign they’re using to negotiate lower prices.
Starbucks should probably hire a new firm considering it’s only been a month since….
Starbucks should probably hire a new firm considering it’s only been a month since….
quote:
Starbucks abandoned its "Automated Counting" AI inventory tool in May 2026 after just nine months. The computer-vision system, designed to scan milk and syrup bottles, frequently miscounted, confused similar products, and was ultimately described by employees as an unreliable burden.
Posted on 7/9/26 at 11:01 am to bayoubengals88
I have no doubt that internal teams will be able to build some in house tools and automatons that they are currently relying upon outside vendors but the core services of companies like Oracle, Salesforce or MS will be safe. I think AI will help companies on both sides.
Free OpenOffice / Libra Office has been out for over 20 years and people still buy Excel.
Even services like Wordpress that many people are replacing with AI generated websites will still enjoy a huge portion of the market going forward for reasons of security, familiarity and scale.
Enterprise will require enterprise support and security.
Free OpenOffice / Libra Office has been out for over 20 years and people still buy Excel.
Even services like Wordpress that many people are replacing with AI generated websites will still enjoy a huge portion of the market going forward for reasons of security, familiarity and scale.
Enterprise will require enterprise support and security.
Posted on 7/9/26 at 11:05 am to Helo
quote:
Enterprise will require enterprise support and security
Posted on 7/10/26 at 5:48 am to Stexas
quote:
Man the risks here seem extreme... How can they trust someone hasn't put in exploits or whatever in the code AI is using?
I agree. This would never pass my industry's normal 'vendor management' process.
Posted on 7/14/26 at 6:37 am to bayoubengals88
Posted on 7/14/26 at 6:46 am to bayoubengals88
I was just saying my IBM stock is looking good yesterday since i got in at around 213. Will probably a few shares today if it gets around that area which could be at open.
This post was edited on 7/14/26 at 6:48 am
Posted on 7/14/26 at 7:25 am to FLObserver
Wait a little longer than today to buy. Projections are showing it will floor around $20-$30.
Posted on 7/14/26 at 10:09 am to bayoubengals88
Starbucks uses SaaS for commodity capabilities and builds proprietary software for areas where its operations give it an advantage. What AI changes is the economics of building software. In the past, Starbucks might buy a large enterprise package because creating its own would require a huge team and years of work. With modern AI coding assistants, a company's own engineers can potentially build custom tools faster and tailor them specifically to their operations.
Posted on 7/14/26 at 11:05 am to WarBoudin
quote:
Wait a little longer than today to buy. Projections are showing it will floor around $20-$30.
That is the plan, figure will get it right around the 200 to 210 where i bought original shares i own.
Posted on 8/5/26 at 4:24 pm to FLObserver
DUOL reported earnings and is now getting pounded (again).
DUOL is a free cash flow machine though
hit a low in the 80's in april, this could be a decent entry below 120.
DUOL is a free cash flow machine though
hit a low in the 80's in april, this could be a decent entry below 120.
quote:anyone in DUOL?
The key question and the entire debate comes down to one thing. Are margins temporarily depressed because $DUOL is investing aggressively while user growth reaccelerates, or has the business become structurally less profitable?
Posted on 8/5/26 at 7:34 pm to bayoubengals88
Listen closely ….. you can hear the death rattle of the Starbucks corporation
Posted on 8/13/26 at 4:12 pm to cadillacattack
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anyone who took a chance on software over the past few months, especially in the face of semis ripping higher daily, deserves to enjoy this one
quality businesses that are governing and orchestrating tokens got sold off for fears from model companies that ultimately will be providing AI tools to make the application layer even stronger
the rotation to SaaS is also not taking away from semis which is strong for the broader health of the market
This post was edited on 8/13/26 at 4:14 pm
Posted on 8/13/26 at 5:09 pm to cgrand
I bought a ton of CRM and ADBE near the bottom. Thesis was just math. If they actually execute, I’ll get a hell of a haul. If not, I still win because the math works
Posted on 8/13/26 at 5:37 pm to CecilShortsHisPants
DOCN, SHOP & ZETA are carrying me. i reduced my play acct down to those names plus OSCR and VOYG. up 45% YTD
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