Thanks to Salesforce, ServiceNow, the Contrarian SaaS Bet Is Paying Off
The Software-as-a-Service (Saas) apocalypse hasn’t arrived, despite the growth of AI.
The Software-as-a-Service (Saas) apocalypse hasn’t arrived, despite the growth of AI.
As hyperscalers make the biggest infrastructure wager in history, there are two AI-related bets I believe in.
Let’s check two names, one rebranded big energy player, and one rebounding from a recent ‘busted’ IPO.