{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Avory - Markets and Investing","title":"They were wrong: software and AI are running together","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/bb19d0ae\"></iframe>","width":"100%","height":180,"duration":1158,"description":"They were wrong: software and AI are running together\nSean Emory of Avory & Co. argues the SaaS apocalypse narrative is broken. CRPO accelerations at Salesforce, ServiceNow, Okta, Palantir, MongoDB, and Zoom, plus NVIDIA's data center guide, show software and AI are compounding together, not cannibalizing. Sean walks the four layers of the AI stack, why distribution wins at the application layer, and where the real risks sit.\nChapters\n00:00 The SaaS is dead narrative\n01:07 Intro and disclosures\n01:50 Is the SaaS apocalypse wrong\n03:52 Backlog signals: CRPO\n04:16 Salesforce and Agentforce\n05:50 ServiceNow and Okta\n06:52 MongoDB and Zoom\n08:31 Four layers of the AI stack\n12:37 NVIDIA's full stack strategy\n16:31 Risks and what to watch\n18:11 Wrap up\nMore from Avory & Co.\nNewsletter: investingwithdata.com\nWebsite: avoryfunds.com\nDisclaimer\nFor educational purposes only. Not investment advice. Opinions reflect our views as of the recording date and may change. Avory & Co. and Sean Emory may hold positions in securities discussed. Do your own research and consult a professional before making investment decisions.","thumbnail_url":"https://img.transistorcdn.com/ADRPTmp9Za1lH4Yt9ZONyfvomzdplTO8ScyOf5TslvM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kZTBk/NDJhZTkzMjZiZDAw/MWE5ZTc2OWYyNTg3/OTllMC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}