SaaS

AI may not kill enterprise software. It could make systems of record more valuable as interfaces become personalised and agentic.

Open source models and dynamic routing are pushing token costs lower while driving demand for hardware, hyperscalers, and SaaS agentic AI.

Open-weight AI may not change who builds the best models. It could change who captures most of the value.

Joseph Ziller explains why he bought founder-led SaaSpocalypse stocks on the way down and the reason a defence IPO is on his watchlist.

A contrarian AI thesis, surprising stock picks and a warning for investors chasing expensive growth.

The Saaspocalypse demands valuation discipline, but even on a simple earnings multiple basis, one tech name is still very cheap...

After a trip to the US, Morgan Stanley analysts have downgraded targets on the ASX's popular tech names thanks to a predictable culprit.

How Ophir is viewing AI disruption and our framework for finding the companies set to benefit.

AI is accelerating software’s product cycle while cutting costs. The best companies are turning those gains into growth.

With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable moats.