There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.

Agentic artificial intelligence (AI) can handle many of the tasks SaaS companies perform. ServiceNow and Palantir both offer platforms that oversee and manage AI agents. Both stocks are trading at a ...

The more I travel and talk to companies in different parts of the world, the more impressed I am with how U.S. companies have transformed costly and time-consuming manual or paper-based processes into ...