
200 mentions across press, blogs, and newsletters
Workday launches Sana, a conversational AI hub to search, act and automate workflows across its HR, finance tools and third-party apps.
Boomi CEO on data movement, wrangling AI agents and SaaS <a class="username" href="https://www.constellationr.com/user/larry-dignan
ServiceNow's Tzitzon on AI's pace, teams and being multi-dimensional <a class="username" href="https://www.constellationr.com/user/
Nvidia unveiled its open-source Agent Toolkit at GTC 2026, adding OpenShell, AI-Q, and major partners including Adobe, SAP, and Salesforce. The post Nvidia Expands AI Agent Ecosystem With New Toolkit
"One day, I just think we trip and run out of money," the legendary venture capitalist said. "I do think that moment stands in front of us."
Wall Street's first major trade of 2026 bets that companies aggressively replacing workers with AI will see stock gains. The thesis: fewer employees, wider margins, higher earnings.
Bill McDermott, the boss of $123 billion software giant ServiceNow, says it’s going to be hard for Gen Z workers to “differentiate themselves in a corporate environment” as AI takes over.
Look at that chart. Almost every major public software company has printed lower growth rates every single year since the 2021 peak. Not every other year. Not in patches. Every year, in sequence, without exception. Salesforce went from 25% to 8%. Snowflake from 106% to 24%. HubSpot from 47% to 17%.
Nvidia has launched NemoClaw at GTC 2026, a software sta
OpenAI has entered talks with TPG, Advent, Bain Capital, and Bro
Touting its status as the “world’s largest contributor to open-source AI,” Nvidia Corp. is doubling down on open artificial intelligence development with a broad expansion of its open model ecosystem and the launch of a global collaboration to build next-generation frontier AI s
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that in
90% of human customer service agent use cases can be replaced by AI, ServiceNow CEO Bill McDermott explains.
Kellie Romack explains why AI must be a business strategy, transforming workflows, empowering employees, eliminating inefficient processes. The post AI is a busines
McDermott argues digital workers will handle much of the grunt work once used to train junior staff Unemployment rates among recent graduates could climb above 30 percent because so many early career routine tasks will be performed by AI agents, ServiceNow CEO Bill McDermott has said.…</
When OpenAI launched Frontier in February, the announcement was framed as a platform for enterprise AI agents. What it actually signalled was a direct challenge to the revenue architecture that has underpinned the software industry for the better part of two decades. Frontier is designe
ServiceNow’s CEO is warning that college graduates could struggle to find work due to artificial intelligence. Unemployment for new college graduates “could easily go into the mid-30s in the next couple of years,” Bill McDermott, whose company offers an AI platform for employers, said in an inte
The AngelList co-founder's post inverting Marc Andreessen's fifteen-year-old thesis arrived just weeks before Wall Street triggered what analysts are calling the SaaSpocalypse, a selloff that wiped more than a trillion dollars from enterprise software valuations.
Figma and HubSpot CEOs publicly downplay AI agent threats, but their SEC filings tell a starkly different story. The disconnect between boardroom confidence and legal candor reveals
When was the last time you were excited to buy a pre-AI SaaS tool? When was the last time you felt like you were overpaying on a renewal for a pre-AI SaaS tool, and thought about cancelling? Hence, the markets — Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) February 10, 2026 Let me ask you a simple que
Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street closed the trading week lower as investors digested fresh inflation data from the consumer p
ServiceNow CEO sounds alarm as Block, Atlassian cut jobs due to AI agent adoption
Artificial intelligence adoption could lead to significant job struggles for entry-level workers as companies boost productivity, according to ServiceNow CEO Bill McDermott. McDermott told "Squawk on the Street" on Friday that unemployment for new college graduates "could easily go into the mid-30s
New AI canvases in UC and productivity platforms use inputs from meetings and documents to drive enterprise workflows, with important implications for governance.
UiPath, Deloitte take aim at agentic ERP <a class="username" href="https://www.constellationr.com/user/larry-dignan" title="View us
$20 in tokens and two hours to expose 46 million chat logs, 728,000 private files and proprietary RAG documentation
I’ve been talking to a lot of B2B and AI leaders lately, and there’s a narrative I keep hearing from incumbents that’s starting to worry me: “We’re the system of record. We’re safe.” They’re not wrong per se. Not exactly. If you’re the system of
AI agents are dismantling per-seat SaaS pricing, wiping $1 trillion from software stocks in 2026. Valuations crash as build-vs-buy tilts inward, but verticals and hybrids endure. In
The Amsterdam-headquartered startup has been out of stealth for just eight months, but it already has 350 staff, production deployments across four continen
Nvidia Nemotron: Much needed open-source model champion in US <a class="username" href="https://www.constellationr.com/user/larry-d
Atlassian is cutting 500 jobs, about 5% of its workforce, citing an AI-driven restructuring. The move follows a familiar tech industry pattern: layoffs paired with AI investment nar
Salesforce launches Agentforce Contact Center to unify voice, AI, and CRM data on a single platform, aiming to eliminate fragmented customer support systems. The post Salesforce Aims to End the
Levi’s Chief Digital and Technology Officer Jason Gowans is weaving generative AI into everything from product design to demand forecasting and in-store shopping assistance.
Florida, with its high concentration of wealth, no state income tax, pro-business policies and balmy weather, has drawn an unusually large number of disaffected California tech moguls.
Cohesity, ServiceNow and Datadog team on recoverability suite Three more vendors have decided that the world needs tools to roll back mistakes made by AI, after Cohesity teamed with ServiceNow and Datadog on a recoverability service that will hunt down all the files and data corrupted by
Nvidia Corp. has made a “significant investment” in artificial intelligence developer Thinking Machines Lab Inc. as part of a partnership that the companis announced today. The size of the cash infusion was not disclosed. However, the companies did reveal that Thinking Machines will purchas
Zoom is rolling out agentic AI across Workplace, Phone and CX, turning meetings and calls into automated workflows and custom AI agents.
Visa is using AI agents to streamline payment disputes, while Mastercard launched "digital executives" for small businesses.
Software stocks have bounced off their lows, and a D.A. Davidson analyst recommends focusing on those with compelling growth rates.
On Tuesday, Cohesity and ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/quote/
Microsoft is doubling its Copilot enterprise pricing from $30 to $60 per seat monthly, a major move reflecting AI infrastructure costs and confidence in product stickiness — but one
Qualcomm CIO Atilla Tinic discusses building a unified data platform, scaling enterprise AI and preparing for a future shaped by robotics, 6G and intelligent systems.
Notes from an AI founder taking a swing at a hundred-billion-dollar incumbent.
The communications industry is filled with vendors that once dominated one aspect of the “stack” but have been focused on building a unified platform that includes voice, video, meetings, contact center and much more. But the most interesting vendor in the market is Zoom Communications Inc. Zoom
Zoom Communications Inc. today announced an expansion to its enterprise agentic artificial intelligence platform through introducing new capabilities across Workplace, Phone and customer experience platforms. The company said it’s working toward moving from providing software that drives meetings
Zoom is also introducing a real-time deepfake detection tech for meetings
As business complexity rises, purpose-built technology is becoming essential to sustained innovation and smarter operations.
Good morning! Here's the latest in trending: Pentagon blacklisting: Anthropic fires back at the Department of War over its 'supply chain risk' designation in a case that will set precedent for AI use restrictions . Still volatile: Crude oil is back in the $80s as Trump weighs a Strait of Hormuz ta
A put ratio spread is an advanced option trade and generally not suitable for beginners, but it can have its place within an option portfolio.
Anthropic has launched a marketplace for enterprise artificial intelligence (AI) tools, allowing companies with existing spending commitments to apply a portion of those funds toward Claude-powered applications built by third-party developers. According to Anthropic, the Claude Marketplace, curr
Anthropic on Monday released Code Review, a multi-agent code review system built into Claude Code that dispatches teams of AI agents to scrutinize every pull request for bugs that human reviewers routinely
Consulting firms are urging companies to build management hierarchies for AI agents, complete with supervisors and org charts. But current enterprise deployments show the technology
The 'Great Flattening' thesis claims AI agents will eliminate middle management. Real deployment data from Klarna, Salesforce, and Microsoft tells a different story — one of increme
Microsoft is adding Anthropic’s Claude Cowork to Microsoft 365 Copilot, giving business users a new tool that can do actual office work instead of just answering questions. The new product is called Copilot Cowork, and Microsoft said it built it closely with Anthropic. The service is made for enterp
Microsoft is bringing Anthropic's Claude Cowork to its Microsoft 365 suite.
Colin Fleming, chief marketing officer at ServiceNow, joins The Marketing Week Podcast to share his lessons in B2B and beyond. Source
Disruption coming for ERP and not from where you'd think <a class="username" href="https://www.constellationr.com/user/larry-dignan
Exclusive: Gen Z is resorting to donut-box résumés, cold emails, and viral stunts to break into tech—but Dan Rogers, the new CEO of the $1.8 billion workflow software company Asana, says the real hack is slower and far less flashy
Palantir was an outlier in a tough week for the stock market , as the provider of software and services to the U.S. government saw its stock rally 15% following the U.S. attack on Iran. The tech-heavy Nasdaq fell 1.2% for the week, pushed lower by names like Apple , Google and Micron , and other be
Some blue-chip stocks took a hit recently, not because of global events but because of a fictional blog post. This before-and-after moment proves that the marketplace of ideas is no longer tethered to expertise. Institutional authority—once the domain of Wall Street research desks, major banks an
Anthropic dominated Morgan Stanley's annual tech conference, drawing the biggest crowds and most investor interest — a striking signal for a private company competing against public
CrowdStrike at $5.25B ARR just posted its largest quarter of net new ARR ever — $331M, up 47% year-over-year. The first pure-play cybersecurity company to cross $5B in ARR. The first year ever above $1B in net new ARR. Record operating income, record free cash flow, record EPS. The narrative 12 mont
Cloud and endpoint cybersecurity startup Uptycs Inc. today announced a new strategic partnership with SAP SE to deploy verifiable artificial intelligence analysts that augment enterprise security teams. The collaboration centers on Uptycs’ AI analyst platform Juno, which acts as “virtual em
Rising customer expectations, fragmented service platforms and gaps in empathy are fast emerging as the biggest threa
Security teams want lower MTTR, but flaws persist. How to use automation vs. orchestration to reduce risk effectively? Almost all security teams want to reduce their Mean Time to Remediate (MTTR). And for good reason: research from 2024 found that it takes an average of 4.5 months to remediate criti
NVIDIA (NVDA) CEO Jensen Huang insists that software stocks are ready to pop, advising that Wall Street has…
Dorsey’s move sparked fresh debate about AI’s impact on jobs after a week dominated by doomsday scenarios.
Deloitte and ServiceNow identify five converging trends — agentic AI, workforce reconfiguration, platform consolidation, data governance, and industry-specific applications — that w
U.S. software companies have stepped up their stock buyback plans during a months-long rout. Investors and strategists are skeptical that it will stem the selling. Investors have been dumping software stocks since the fall, with the S&P 500 software index down 28% since late October, on worries t
Freelancers now make up 70% of some marketing teams, but a flooded market means fewer guarantees for independent creatives.
AI is creating clear winners and losers across the software industry. Experts say investors must focus on companies with verifiable AI revenue growth, not just AI branding, as the b
Shares of digital banking software provider Q2 Holdings (NYSE:QTWO) jumped 5% in the afternoon session after software stocks rebounded as the market shook off growing uncertainty amid escalating tension in the Middle East.
Generative AI is moving from chatbot to autonomous actor. When agents can launch other agents, spend money, and modify systems, the line between productivity tool and insider threat disappears.
AI agents that autonomously book flights, manage finances, and execute complex tasks are expected to break through in 2026, as Google, OpenAI, Microsoft, and Apple race to deploy ag
Tech collided with politics again this week when the U.S. Defense Department threatened to cut its contracts with Anthropic. Now branded as a “woke” company by Trump, Anthropic risks ceding ground to OpenAI because CEO Dario Amodei doesn’t want the government to use AI for surveilling the populat
Tech collided with politics again this week when the U.S. Defense Department threatened to cut its contracts with Anthropic. Now branded as a “woke” company by Trump, Anthropic risks ceding ground to OpenAI because CEO Dario Amodei doesn’t want the government to use AI for surveilling the populat
As AI models converge in capability and pricing collapses, intelligence itself is becoming a commodity. The strategic value is shifting from model training to infrastructure, data c
Good news: AI Will Eat Application SoftwareNew
A bug in Google Chrome's Gemini AI feature could expose your data or allow attackers to monitor you. Here's how to stay protected.
Anthropic vs. SaaS: A nuanced view <a class="username" href="https://www.constellationr.com/user/larry-dignan" title="View user pro
Last year, Microsoft Corp. Chief Executive Satya Nadella made the claim that “SaaS will dissolve into a bunch of agents” sitting on top of CRUD databases. In describing how software-as-a-service applications will become artificial intelligence agents atop standard “create, read, update and
Microsoft plans to bundle its Copilot AI assistant into a new Microsoft 365 subscription tier in 2026, abandoning the $30 standalone add-on model that slowed enterprise adoption. Th
Weekly summary of Cybersecurity Insider newsletters The post Zero-Days, Data Breaches, and AI Risks Define This Week’s Cybersecurity Landscape appear
The corporate front desk and the internal help desk are becoming faster, smarter and always on. New data from RingCentral and ServiceNow shows AI systems handling inbound calls and resolving IT tickets at scale. AI’s New Front Desk One significant example of artificial intelligence moving into t
The IGV software ETF just entered a bear market. ServiceNow is down 50% from its highs. Salesforce and Workday have been crushed. And somehow, the little developer cloud that everyone wrote off is one of the only winners left standing. Let’s set the scene. It is February 2026. The “SaaSp
This report is from this week's The Tech Download newsletter. Like what you see? You can subscribe here. Back in 2011, venture capitalist Marc Andreessen published the now well-worn words: “software is eating the world." Now, a debate is raging around how much software AI will eat. Many of the world
Nvidia CEO Jensen Huang declared the age of agentic AI has arrived, outlining a future where autonomous AI agents become digital employees across every industry, powered by Nvidia's
ServiceNow Inc. today debuted two new cloud services that use artificial intelligence to automate manual work for users. The first offering, Autonomous Workforce, is a suite of specialized AI tools that each focus on speeding up a different set of chores. On launch, the bundle features a single a
When it gets stuck, the bot will escalate rather than hallucinate ServiceNow claims it has created an AI agent that is currently solving 90 percent of the inbound IT tickets to the company's own employee help desk.…
A number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Nvidia generated a staggering $120 billion in profits last year. But not even the world's most valuable company is immune to the "AI scare trade."
ServiceNow patched a critical AI Platform flaw that could enable unauthenticated remote code execution. The post ServiceNow AI Platform Vulnerability Enables Unauthenticated
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 6% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Servi
Salesforce CEO Marc Benioff warns of a 'SaaSQuatch Apocalypse,' declaring traditional subscription software obsolete as autonomous AI agents rise. His Agentforce platform bets the c
Salesforce is looking to buy the dip with a $50 billion share-repurchase program as the software selloff continues to send its stock falling, but Wall Street is wondering if the money would be better spent investing in more artificial-intelligence capabilities.
“We’re well on our way” to $63 billion in annual revenue in fiscal year 2030, Chief Executive Officer Marc Benioff said Wednesday in a statement. Wall Street was expecting $60.3 billion. The company also announced a new $50 billion stock buyback program and increased its quarterly dividend to 44 c
When AI threatens to eat your company, only the founder can rewrite the menu. There’s a moment in the life of every successful B2B company where the founder steps back and says: “I built this thing. It works. Let the professional operators take it from here.” We all think about it
Big-data streaming company Confluent Inc. is beefing up its Confluent Intelligence platform to help artificial intelligence agents dig up more accurate data-based insights. Its new additions include Streaming Agents, which use the Agent2Agent protocol to connect with specialized external AI agent
ServiceNow integrates Moveworks, launches Autonomous Workforce, EmployeeWorks <a class="username" href="https://www.constellationr.