Software and SaaS (SaaS)
Nov 2026 2 stories
Thomson Reuters Grew 10% on AI, but the Stock Fell. Here Is the Trap
Thomson Reuters posted higher revenue and raised its full-year outlook, but shares declined. The result shows that AI software depends less on the technology than on what customers will pay and what profit remains.
Replacing ServiceNow in 45 Days: How AI Could Erode the SaaS Moat
Serval says it swapped out Lucid Motors' ServiceNow system in 45 days. One case settles nothing, but it questions the idea that enterprise software is too hard to leave.
Oct 2026 3 stories
ServiceNow Grew Revenue 20% and the Stock Still Fell. Will AI Agents Replace SaaS?
ServiceNow raised its AI contract-value target to $1.7 billion, yet shares dropped. Meanwhile Serval, a startup that wants to replace it, tripled its valuation in about 10 months.
Claude Duet Arrives: The AI Assistant That Speaks First
AI competition is shifting from answer accuracy to judging when to step in. Anthropic's Claude Duet is a new test of that idea.
ChatGPT Space Turns the Chat Window Into a Workroom
If you think of ChatGPT as a tool where you ask and it answers, Space changes that. Documents, sources and results now stay in one place, and people and AI can keep editing them for days.
Sep 2026 9 stories
OpenAI Leaves the Chatbot Behind: DevDay 2026 and the Fight Over Digital Labor
The new model mattered less than Dots, ChatGPT Space, plugins and the Marketplace. OpenAI wants to run agents that keep doing work people hand off, and to control distribution, payment and security around them.
Why Microsoft Rebuilt Copilot: AI Billing Shifts From Seats to Workload
The redesign is less about new features than about Microsoft expanding its enterprise AI revenue model beyond the per-seat subscription into task delegation and agent execution.
AI Needs to Find $1 Trillion a Year From Somewhere to Pay Back Its Capex
Saying AI capex is big is no longer the point. The harder question is what end users have to pay for the buildout to pencil out, and Goldman Sachs puts that number at roughly $1 trillion a year.
Who Buys the T-Bill Behind Your $1 Stablecoin
Stablecoins aren't a crypto asset class so much as new plumbing for moving dollars online, and every new dollar that flows in gets tied to short-term Treasuries.
Grok 4.7's Real Weapon Isn't Performance, It's Cost Per Finished Task
At $2 per million input tokens and $6 per million output tokens, SpaceXAI is pitching Grok 4.7 as an agent model for long coding and knowledge work. The number investors should watch is not the benchmark leaderboard but the total cost of finishing a job and how widely it gets adopted.
The Less an AI Says, the Cheaper It Gets: What Jev Means for Investors
TypeSafe AI's new model Jev skips long text generation and returns only probabilities, choices and scores, pointing to a new axis of competition: not the smartest model, but the cheapest way to embed intelligence into software.
AI's Second Act: Where the Money Goes After GPUs
Morgan Stanley's 24 "AI Adopter" stocks share one trait: not heavy AI usage, but the ability to convert AI into revenue, margin and cash flow.
AI's Real Turning Point May Not Be AGI. It May Be Profit.
Anthropic has reportedly told investors it expects two straight quarters of positive adjusted operating income. If true, it puts the first crack in the assumption that AI model companies can never make money because of GPU costs.
Who Becomes the Windows of the Self-Driving Era?
Hyundai just pushed back its own autonomous driving timeline and turned to Nvidia first. The real story is not the delay, it is Nvidia's bid to become a common platform across the entire auto industry, not just a chip supplier.
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