Salesforce – the SaaSpocalypse was a false alarm, and we said exactly that early on!

I feel validated in my assessment: The SaaSpocalypse proclaimed by Wall Street – the fear that AI would render traditional subscription software obsolete – has always been incorrect in its generalization. I addressed this early on when Salesforce shares were still down 38% until July, with the value seen as an attractive rebound opportunity. Now CRM founder Marc Benioff is providing me with personal confirmation: "This nonsense about the SaaSpocalypse – it’s time to stop.” Instead of a mass exodus of customers, the company reports a...