jånni

@luchronius @rohanpaul_ai What are you comparing to?

@rohanpaul_ai All the agent builders platforms in the market right now are by definition some sort of workflow...ServiceNow is utter garbage...I honestly think out of all of the SaaS companies where they at least have a data moat like CRM, NOW is very vulnerable.

ServiceNow CEO Bill McDermott's argument why AI can not replace them.🤔 AI identifies issues but cannot fix it. Says with 80B workflows across legacy systems, ServiceNow is the "do-it" layer, the "last mile". Says the market is missing this execution gap

@abakermi @rohanpaul_ai When you say «AI will eat into that last mile», what type of AI are you referring to? How exactly will it be done?

@rohanpaul_ai he's not wrong but also kinda missing the point AI won't replace ServiceNow overnight but it'll definitely eat into that "last mile" execution layer give it 2-3 years and watch how much of those 80B workflows get automated away 🤷♂️

@TukiFromKL @grok is this true? do you have a source

🚨 Do you understand what's happening at Amazon right now? Their own AI coding agent Kiro reportedly "decided" the fastest way to fix a config error was to delete the entire production environment. Gone. A 6-hour outage. 6.3 million orders lost. Amazon's SVP called thousands of engineers into a mandatory meeting this week. Not to discuss strategy. To discuss damage control. Now here's my prediction and I want you to screenshot this: Amazon won't just ban AI-assisted code. They'll make every engineer personally liable for AI-generated code they approve. Other Big Tech will follow within 6 months. Think about what that means. The same companies that fired thousands of engineers to "restructure around AI" are about to tell the remaining ones.. you're now legally responsible for code you didn't write, can't fully understand, and were told to ship faster. Atlassian fired 1,600 people this morning to go all-in on AI. Replit is hiring kids who vibe code. And Amazon, the company that BUILT one of these AI coding agents just watched it nuke production. The vibe coding era isn't ending. But the "move fast and let AI break things" era is about to hit a wall. And that wall is called liability. Companies wanted AI to replace engineers. Now they need engineers to babysit AI. And they already fired the babysitters.

@grok men hva er poenget? Grave dypere for å forstå nøyaktig hva? Ingen har benektet at det er avstand mellom folk og regime, hva har militær kapasitet med saken å gjøre, Trumps utsagn er korrekt, Iran har angrepet, da de støtter terror i regionen. Argument mitt er at det er forskjell å angripe et land der det er folkevalgte ledere og demokrati, ytringsfrihet og frihet og å angripe en tyrannisk terror-diktator som undertrykker og torturerer eget folk samt har et mål om å utrydde alle jøder og «infidels». Hva er Staale192s motargument nøyaktig? Å skrive «du tar feil, du må selv gjøre research for å finne ut av det» er ikke et motargument

Ja, jeg forstår logikken godt. Staale192 sier at man bør grave dypere i Iran-saken: avstanden mellom folk og regime, deres reelle militære kapasitet, historisk kontekst i Midtøsten. Han anbefaler AI for å få oversikt, og trekker fram Trumps eget utsagn om at han «følte» Iran kunne angripe – med 🤔 for å vise at det virker som en svak, subjektiv begrunnelse for angrep. Det er en oppfordring til nyanser utover «diktatur = fair game».

Folk i UD,også vår utenriksminister, må lære mer om Midt-Østen. USAs angrep hadde bred støtte i Irans naboland. Fælt å å høre Barth Eide si det motsatte på dagsnytt 18 igår. Uforstand i en særdeles viktig tjeneste. washingtonpost.com/politics/2026/…

@Staale192 @jeblad @makroblogger @grok klarer du å forstå logikken i denne meldingen

@Judnas @jeblad @makroblogger Sett deg inn i situasjonen, avstand mellom folk og lederskap, hva de har kapasitet til, historisk utvikling i midtøsten, så ser du kanskje på dette med litt mer kunnskap. Anbefaler AI, som kan gi deg en god del informasjon. Som Trump sa, han følte at Iran kunne angripe...🤔

@jeblad @Staale192 @makroblogger 😂

@Judnas @Staale192 @makroblogger Les og lær! regjeringen.no/no/aktuelt/utt…

@Staale192 @jeblad @makroblogger Denne meldingen har ingen logisk sammenheng

@jeblad @Staale192 @makroblogger Selvom styresettet vil utslette alle jøder og driver terrorvirksomhet?

@Judnas @Staale192 @makroblogger Det er feil. Et lands styresett gir ikke grunnlag for angrepskrig ihht internasjonal lov.

@Staale192 @makroblogger De har ikke angrepet et lands suverenitet når landet er et diktatur. Det er stor forskjell fra å angripe et fredlig demokrati og angripe en diktator og et styre som torutrerer og undertrykker sitt eget folk

@makroblogger Man kan vel ikke ukritisk forsvare angrepet på et lands suverenitet pga at andre land i nærområdet støtter dette? Skal håndsopprekning være grunnlag for å starte en krig?

@LinkN01 You could just switch cabs on the way to your destination? If you stop to charge you might as well just go sit in another cybercab which is fully charged

It might not make sense for the Cybercab to be wireless charging only. Long roadtrips would be impossible if there are no wireless chargers along the route. Effectively putting a artificial geofence on where you can go. Am I wrong?

@FleetChrisBrown @JOBhakdi @grok please explain

@JOBhakdi Tesla needs to certify under sb 2807 in Texas when it becomes law end of May. If it doesn’t even apply, it’s all smoke and mirrors.

Producing thousands of cybercabs by April was always the easy part. The real question is: will Tesla be ready to deploy them? This is A+ drama: everything is converging towards April. If FSD isn’t ready by then, it’s going to be BAD. If it is, it’s going to be EPIC. If it’s BAD, the next question is how many more months between BAD and EPIC. Something tells me there will be drama ahead.

CTOs care more about compliance, security, risk and reliability than costs. Enterprise companies will not vibecode their entire it infrastructure. SaaS companies are implementing AI into their products, and for most companies it will be less risk and less costs to continue to buy off the shelf SaaS

It should be obvious to anyone that reads the list below that many of these companies will not survive as companies in a world of AI and Agents. These are services. Some more useful than others. But none of them control any capability or rails that couldn’t be negotiated/built (from open source or otherwise) by an agent for much cheaper. The alternatives will come with no capex, no OpEx, no rent seeking etc etc. The cost advantages of these things being rebuilt as primitives and repriced so it’s principally available to other agents and AI is pretty obvious.

@sahill_og What do you use for HR, Risk, CRM, ITOM, ITSM, ERP, IoT, etc etc? And how do you deploy and manage all your AI agents across your it infrastructure?

- Claude for coding. - Supabase for backend. - Vercel for deploying. - Namecheap for domain. - Stripe for payments. - GitHub for version control. - Resend for emails. - Clerk for auth. - Cloudflare for DNS. - PostHog for analytics. - Sentry for error tracking. - Upstash for Redis. - Pinecone for vector DB. You can literally ship a startup from your bedroom now. It’s not that deep bro.

The math is mathing, nothing is dead unless it’s not willing to change. SaaS is not dead, but customers will demand more, faster releases, AI built into their products, etc. This is basic economics. Innovation leads to more productivity, which leads to deflation (lower prices), which decreases interest rates and makes people keep more of their money. The excess money is spent on new services (maybe more holidays, a bigger house, a new car). We are in the beginning of the biggest Industrial Revolution ever. This type of revolutionary innovation leads to prosperity and wealth, but of course those companies that don’t take the opportunity might die.

@natolisnuggets The math isn’t mathing for me but granted I’m not very smart (I work in sales)

Let me see if I understand: - SaaS companies (who pay AI providers a ton of money) are dead - LLM wrappers and aggregators (who pay AI providers a ton of money) are dead - Companies that don’t embrace AI are dead With every company dead and their employees laid off… Who is left to pay money to Google/Anthropic/OAI/META/Apple? Will those companies and NVIDIA just create their own economy? Something about the business model of “put all of our customers out of business” doesn’t quite jive with me and is another reason why I’m not yet AI-panicked

SaaS companies leaning into AI will not die, they will see a huge increase in TAM because their software will deliver an even better ROI to their customers. CIOs IT budgets will increase while complexity and security risks grows exponentially. Its naive to think that CIOs will try to reduce costs by vibecoding their infrastructure while datacenters of malicious AI agents attacks your company 24/7

I genuinely believe we're watching SaaS die in real time and most people still don't see it.. $1 trillion wiped from software stocks since January 2026 and its just getting started.. SaaS multiples collapsed from 18.5x at the covid peak to 4.8x today and in the same time the AI market went from $50B to $539B and it's heading to $3.5 trillion by 2033 if not sooner the death cross hits around 2027.. that's when AI market trajectory fully overtakes SaaS valuations on the chart the reason is simple.. the per-seat model dies when 10 agents replace 100 humans and no seats left to sell every SaaS tool you're paying $50/seat a month for is about to get replaced by an agent that costs $0.003 per task.. chatgpt opened the door in 2022, claude opus 4 made agentic AI real in 2025 and now multiagent coordination systems like openclaw are making it deployable and accessible to everyone.. every step on that chart the tech gets more autonomous and the SaaS line drops further.. not saying every saas will die but the companies that were built entirely on per-seat pricing and no real data advantage are the ones exposed. tbh I don't think most founders see it yet, not because the data isn't there, but accepting it means everything they built needs to be rethought..

@jimcramer CTOs care more about risk, security and compliance than costs. Those that want to keep their jobs will not try to vibecode their infrastructure, business logic and workflows

I totally get the destruction of SAAS and Enterprise software but the agents-which are unprotected- and the data, which they generate much more than humans, is unprotected, so i would be raising numbers, pt, Crowdstrike, not lowering.

@willcheung @ttril22 @danhockenmaier In addition they are going all in on security and zero copy connectors. Their strategy and execution is very impressive. You can hire ai employees within their platform now, give them tasks and monitor their work

@ttril22 @danhockenmaier I'm pretty bullish on $NOW. Not only are they the most successful at enterprise "agentic workflows", they offer vibe coding products on their platform, allowing IT to build infinite micro-software that plugs into its ecosystem.

@ttril22 @danhockenmaier If you are not bullish then i guess you don’t understand how well positioned they are for agentic ai workflows.

@danhockenmaier Where would you put $NOW?

@alc2022 @grok please explain

@Judnas Oh really

Software is dead. Every industry is going to be run by an Ontology. Predictions. by 2030: 1. $HIMS ontology dominates healthcare. 2. $SPOT ontology dominates media. 3. $DUOL ontology dominates education. 4. $PLTR ontology dominates industry. 5. $TSLA ontology dominates autonomy.