u/NarrowRun3659

I was watching 1986 World Cup final Argentina vs England, where Maradona went on to score 2 goal within the span of 8 minutes. As I was watching, I feel like the game play was very amateur. I mean, the level of fitness, pressing, tackles, strategy and everything. I am just not sure whether the gameplay nowadays have improved so much or it’s just that visually, with modern camera, it looks good and exciting. As I was watching, it feels even third tier team could beat peak Argentina team of 1986 era. Did anyone else feels the same?

Guys I have tried searching, asking AI and try to do research but seems like I can’t get an answer.

Why SAAS is being hated by investor at the moment? I want to get some perspective. The answer I get is AI will replace these roles. Another answer I get is with layoffs, there will be lesser seats for enterprise to pay for. Let me breakdown bothe the point and please see what I am missing out.

Before I start, let’s look at some examples I am talking about specifically.

Adobe, Salesforce, Microsoft, Servicenow

1. AI will replace the need for SAAS

I am not sure how exactly this affects the SAAS business. All these companies has spent billions to integrate their enterprise softwares with the products mentioned above (to a lesser extent Adobe). But, let’s say Claude comes up with their own CRM software (for example), what it will take for enterprise to switch from existing to this new product? Wouldn’t the switching cost so expensive? Claude needs to provide so much of value for enterprise for them to switch. Wouldn’t it be easier to integrate AI within the existing software and achieve similar efficiency or productivity? Salesforce already doing it, other companies as well for their softwares. Servicenow is so embedded in my enterprise softwares, that for them to switch to a new software, it will take years to implement and get used to. Might as well to use the existing ones with AI integration. When Google introduce their enterprise suites of Google Docs, Sheet etc, everyone thought MSFT is done for. But they are still doing well. So I don’t understand the fear.

2. Number of users might decrease with layoffs

This one I agree but these are short term layoffs. Long term, new companies will come in creating more seat for the software user.

Help me to understand the severity of the situation.