Software stocks are staging a real recovery. Salesforce jumped 22% on solid earnings, and the broader SaaS sector is showing signs that the 'SaaSpocalypse' narrative may have been premature. The signal worth watching: Anthropic CEO Dario Amodei was spotted sitting with Salesforce's Marc Benioff, a pairing that says something concrete about where enterprise AI deals are actually getting made.
Meta botched its AI talent strategy. The video breaks down how the company's layoff approach created cultural damage that goes beyond headcount, raising a harder question: how many AI failures at large companies are execution problems versus genuine technical limits. The Meta kids addiction settlement, costing billions, adds another layer of institutional dysfunction to the story.
The disruption timeline for software is the argument worth reading in full. Roy and Kantrowitz are not saying AI disruption is cancelled, they are saying it is slower than the bears predicted, which changes how you think about SaaS valuations, AI investment cycles, and the South Korean market volatility that rounds out the episode.
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