Jul. 2 at 5:40 PM
$PATH $CRM $SNOW $MSFT $NOW The time on Software Rotation is coming. Many analysts expected SaaSpocalypse to be over. If not now, then later.. Market hasn't priced that yet.. the most misunderstood story of the market. Every one talking about Models and ignores the control layer of the AI era. That is the speciality of the software companies when pivoting to agentic AI.
They manage how AI agents, enterprise data, and business rules interact safely at scale. Autonomous agents, LLMs, and machine learning models process unstructured data and make decisions. Governance and Orchestration brings out security, access control, policy and linking of AI to APIs and so on..
The earnings reported by Snowflake, Adobe, UiPath, Salesforce and all others in numbers suggests improvements in numbers. And because of that, some of them are winning enterprise customers in no time. Without software, AI is NOTHING, as they bring in control towards the usage of AI - This complete the AI infrastructure.
