Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

Anthropic is in talks with Blackstone and other private equity firms to form a joint venture that would embed its AI across their portfolio companies, The Information reported. Diversified PE firms ...

A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since the iShares Expanded Tech-Software Sector ETF (IGV) peaked on September 19, 2025, it has fallen roughly 30%. Like most ...

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 ...

The result? Plummeting share prices for Salesforce (down 14 percent), Intuit (31 percent), Oracle (19 percent), Shopify (9 percent), HubSpot (20 percent), Atlassian (44 percent), Docusign (22 percent) ...

For the past decade, the SaaS story has been built on a simple promise: infinite leverage. Software companies could build a product once and sell it millions of times with near-zero marginal cost.

Every engineering leader watching the agentic coding wave is eventually going to face the same question: if AI can generate production-quality code faster than any team, what does governance look like ...

Below the Invisible Game examines how artificial intelligence and changing enterprise needs are disrupting the software industry. Over the last 20 years, the Software-as-a-Service (SaaS) model became ...

Fears of disruption from AI programs have led to a sell-off in software stocks. Axon is down 50%, even though its business is anchored in hardware like the TASER. Atlassian is off 70%, and it seems ...

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 ...

These days, the cybercrime ecosystem functions more and more like a subscription-based technology sector. Similar to the "as-a-service" model of legitimate cloud services, crime-as-a-service (CaaS) ...