There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.

If ServiceNow CEO John Donahoe weren't already fully committed to running one of the fastest-growing and most-innovative software companies on the planet, he could make a great living teaching ...

The so-called SaaS-pocalypse arrived fast. After Anthropic launched agentic AI plug-ins in early February, the S&P 500 software and services index fell as much as 17% in six sessions, wiping out ...