From Chaos to Control examines the chaos that often comes from shadow AI hidden in SaaS apps and urges better visibility and control over agentic AI. A new report from Grip Security analyzes 23,000 ...
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 ...
This project analyzes a B2B SaaS sales performance for a fictional European software company, utilizing a fully synthetic dataset of ~4,200 deals and 40,000+ activities spanning 2024–2026. The ...
For years, the mandate for IT leaders was straightforward: “Find SaaS sprawl and consolidate it.” But as we move into 2026, that expectation is expanding. Understanding how many apps you have still ...
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) ...
Bill Gurley offered advice to people who still believe in SaaS companies during an interview on CNBC. He said to stop complaining about falling prices and pick "them up off the floor." He also said ...
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.
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