AI apps really are transforming software

“"This nonsense of this SaaSpocalypse, I think it is time for it to stop," CEO Marc Benioff said during Salesforce's earnings call.”

“"We've been hearing about this for the last two quarters, these dire predictions about the end of software and how the [AI] models eat everything, but none of them have come true for us,"…”

“"AI is delivering value across every layer of our platform," Benioff said. "We're seeing incredible demand for our AI and data products, with ARR [annual recurring revenue] about to cross…”

“The Gemini app is now at one billion users and is the fastest-growing product in Google’s history.”

“About 25% of people who have set up Muse use it on any given day”

“The company launched a new Gemini agent for enterprise earlier this month, and Google will bring that “same experience” to consumers later this year, starting with the Gemini app, CEO…”