Browsing: SaaS

Technology

Salesforce CEO Marc Benioff rejects idea of flavor-coded CRM replacing SaaS companies, saying data security and compliance make Salesforce indispensable (Sebastian Herrera/Wall Street Journal)

By Stacey D. WallsApril 20, 2026

Featured Podcasts Lenny’s podcast: Why half of product managers are struggling | Nikhyl Singhal (Meta, Google) Interviews with world-class product…

Technology

A look at why Dotcom Bubble comparisons to the AI boom are wrong, vertical SaaS up +3% in the last 12 months vs. horizontal SaaS down 35%, and other thoughts on AI (Logan Bartlett/@loganbartlett)

By Stacey D. WallsMarch 29, 2026

Featured Podcasts Big Tech Podcast: Why OpenAI killed Sora, did Apple just save Siri?, Meta’s big loss The Big Technology…

Technology

How LLMs dismantle the divides that made vertical SaaS defensible, and why market liquidation is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)

By Stacey D. WallsFebruary 17, 2026

Featured Podcasts Lenny’s podcast: Sequoia CEO Coach: Why it’s never been easier to start a business and never been harder…

Technology

Private equity and private credit groups’ big bets on SaaS companies, PE’s biggest area of business over the past decade, risk being derailed by the rise of AI (Financial Times)

By Stacey D. WallsFebruary 12, 2026

Financial Times: Big bets by private equity and private credit groups on SaaS companies, PE’s biggest area of activity over…

Technology

total return on software debt in collateralized loan obligations was lower than all other sectors in 2026, due to fears about the impact of AI on SaaS (Bloomberg)

By Stacey D. WallsFebruary 1, 2026

Featured Podcasts Big Tech Podcast: The Anthropogenic Rocket, AI Spending Limits, SpaceX IPO The Big Technology Podcast takes you behind…

Technology

The launch of Claude Cowork by Anthropic has revived fears of disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS Index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

By Stacey D. WallsJanuary 19, 2026

Featured Podcasts Lenny’s podcast: The PM’s Non-Technical Guide to Building with Cursor | Zevi Arnovitz (Meta) Interviews with world-class product…

Technology

Q&A with investor Gavin Baker of Atreides Management on the AI economy, data centers in the space, the mistakes SaaS companies are making in adopting AI, and more (Patrick O’Shaughnessy/Invest Like The Best on YouTube)

By Stacey D. WallsDecember 11, 2025

Featured Podcasts Great discussion: So what happens after the AGI? A podcast mainly about technology. Presented weekly by Angela Du,…

Technology

NEC will buy U.S.-listed CSG, a SaaS provider of customer services and billing for telecom operators and other businesses, for about $2.9 billion in a deal expected to close in 2026 (Mayumi Negishi/Bloomberg)

By Stacey D. WallsNovember 1, 2025

Featured Podcasts The Talk Show with John Gruber: “Meatbags,” with Brian Mueller The director’s commentary track for Daring Fireball. Long…

Technology

A stability profile AI, which, under the CEO Prem Akkaraju and the Sean Parker chair, has gone from the construction of frontier AI models to a SaaS company focused on Hollywood (Zoë Schiffer / Wired)

By Stacey D. WallsAugust 21, 2025

Featured podcasts Super cat: Is AI a job killer or a job creator? A podcast mainly on technology. TO-TO you…

Technology

TPG agrees to acquire the SABER reception solutions unit, which provides SaaS to the hotel brands, for 1.1 billion dollars in cash, because Saber focuses on its main airline activity (Sean O’Neill / Skift)

By Stacey D. WallsMay 3, 2025

Sean O’Neill / Skift:: TPG agrees to acquire the Saber reception solutions unit, which provides SaaS to hotel brands, for…

ASEAN, China unlikely to finalize South China Sea Code of Conduct at next summit – Radio Free Asia

Heat maps show North Korea’s largest greenhouse at less than half capacity – Radio Free Asia

Balikatan 2026 exercises will highlight Manila’s ‘more active defense posture’ – Radio Free Asia

North Korean agents use fake identities to apply for tech jobs – Radio Free Asia

Award-winning Burmese journalist Shin Daewe released from prison – Radio Free Asia

Generation X is driving beauty sales

The clock is ticking for Spirit Airlines as bondholders weigh in on Trump bailout

New York pied-à-terre tax sparks legal fight over values

Procter & Gamble (PG) Third Quarter 2026 Results

FDA Speeds Up Research on Psychedelic Drugs Following Trump Order

Trump brags about crowd size after someone tries to shoot up WHCD

The approaching blue wave breaks Trump

Trump’s nightmare week gets worse as Democrats prepare impeachment plan from day one

Disaster for Trump as even Fox News poll finds he is mentally unfit

The biggest sign yet that the midterm blue wave could be massive

About 60% said they retained access to social media accounts after the ban; two-thirds say platforms have taken no action to remove accounts (Sasha Rogelberg/Fortune)

Jensen Huang’s security cost dropped from $690,000 in 2023 to $3.5 million in 2025, Zuckerberg spent $22 million (Eli Rosenberg/The Information)

Trump hosted a gala lunch for major $TRUMP holders, where he talked about his pro-crypto policies, but avoided the drop in memecoin’s value (Wall Street Journal)

A look at “Stanford inside Stanford,” where venture capital firms pursue 18- and 19-year-old students, offering them mentorship and funding in an effort to convert their promises into profits (Theo Baker/The Atlantic)

How the Vatican is moving faster than most traditional institutions to shape AI rules and guardrails, with an AI framework, banning the use of AI to write homilies, etc. (Russell Contreras/Axios)

Browsing: SaaS

Salesforce CEO Marc Benioff rejects idea of flavor-coded CRM replacing SaaS companies, saying data security and compliance make Salesforce indispensable (Sebastian Herrera/Wall Street Journal)

A look at why Dotcom Bubble comparisons to the AI boom are wrong, vertical SaaS up +3% in the last 12 months vs. horizontal SaaS down 35%, and other thoughts on AI (Logan Bartlett/@loganbartlett)

How LLMs dismantle the divides that made vertical SaaS defensible, and why market liquidation is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)

Private equity and private credit groups’ big bets on SaaS companies, PE’s biggest area of business over the past decade, risk being derailed by the rise of AI (Financial Times)

total return on software debt in collateralized loan obligations was lower than all other sectors in 2026, due to fears about the impact of AI on SaaS (Bloomberg)

The launch of Claude Cowork by Anthropic has revived fears of disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS Index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Q&A with investor Gavin Baker of Atreides Management on the AI economy, data centers in the space, the mistakes SaaS companies are making in adopting AI, and more (Patrick O’Shaughnessy/Invest Like The Best on YouTube)

NEC will buy U.S.-listed CSG, a SaaS provider of customer services and billing for telecom operators and other businesses, for about $2.9 billion in a deal expected to close in 2026 (Mayumi Negishi/Bloomberg)

A stability profile AI, which, under the CEO Prem Akkaraju and the Sean Parker chair, has gone from the construction of frontier AI models to a SaaS company focused on Hollywood (Zoë Schiffer / Wired)

TPG agrees to acquire the SABER reception solutions unit, which provides SaaS to the hotel brands, for 1.1 billion dollars in cash, because Saber focuses on its main airline activity (Sean O’Neill / Skift)