dev_on_cycle

dude the entire US admin went to china and left JD Vance to kick stream with two crackheads - a hell of his own making

@Dividend_Dollar La magia del SaaS, por qué todos aman al SaaS es por los márgenes. Y cada SaaS que incorpora IA ve como sus margenes desaparecen.

The market sold software stocks at the start of 2026 on fears AI would replace them. What's actually happening: AI is being built on top of their products, for some. Those that can adapt, will bounce back. $CRM Agentforce: $800M ARR, growing 169% YoY $TEAM Atlassian: 32% revenue growth, AI credits up 20% MoM $ORCL Oracle: up 35% in a month, $300B OpenAI deal $NOW ServiceNow: the orchestration layer every AI deployment needs The "SaaSpocalypse" was a narrative. The businesses told a different story.

@unusual_whales Si no como se explica la alta valoración de empresas SaaS vs empresas de hardware

‘FOMO has proven a stronger incentive than poor stock performance,' per Goldman Sachs.

@Mindset4Money_X Alguien que pierde dinero por elección jajaja.

What it feels like calling myself a “contrarian investor” instead of a “bag holder who is overexposed to SaaS”:

@davidpattersonx No, vamos a llegar al 2030 y vamos a seguir viendo los mismos videos y como se anuncia que el androide está casi listo para salir al mercado.

AI and robots will replace all jobs by 2030. I have been saying this for a couple of years. Most people thought I was crazy. Have recent developments changed your view?

@wealthmatica La IA destroza intermediarios. El SaaS aún cuando incorpore IA va camino al olvido. Y es genial!!!!

Does it look like AI is destroying ServiceNow? Fact: Operating income has exploded by over +660% since 2022. Now the stock trades at a 0.80 PEG ratio. $NOW

@rand_longevity No, eso es imposible, por qué el costo energetico y de materiales lo van a impedir.

there will be more humanoid robots on earth than humans within 10 years you are gonna see them inside of every store

@ariaradnia Por qué todo eso implica quemar dinero. La idea de una SaaS es que imprime dinero, no quemarlo. Por eso están a baja.

Ummm... the report was really good?! – Base44 grew 50% QoQ – Accelerating top line – And they're talking about developing their own model Why's $WIX down so much?

@cloneofsimo Si, se lo que estoy viendo, quema se capital en un producto que nunca será masivo. Dejen de soñar con androides.

People that are pessimistic on this video are the exact same people that were pessimistic on LLMs back in 2022 when they couldnt count r in strawberry or basic arithmetic You simply have no idea whats coming.

XPeng CEO Questions Claims Around “World Models” in Robotics On May 11, XPeng CEO He Xiaopeng questioned recent claims from some robotics companies about breakthroughs in “physical world models.” He argued that if these systems had truly solved world modeling, they should theoretically be able to generate data autonomously instead of continuously relying on large-scale external data collection. He also suggested that such claims can be tested through practical indicators including data storage scale, R&D cost, and generalization ability without repeated mapping or on-site tuning. Drawing comparisons to autonomous driving, He noted that embodied intelligence generates roughly 10,000x less daily data volume than the smart driving industry, while high-quality autonomous driving datasets have already exceeded 1000PB+ scale. He added that even a relatively small end-to-end autonomous driving model can still require R&D spending of roughly 14 to 70 Million dollars Monthly. According to He, today’s embodied AI sector is beginning to resemble the earlier autonomous driving cycle, where hype driven by concepts and demo videos arrived long before large-scale real-world deployment.

@TheLongInvest Si es una compra. Te recordaré cuando rompa el techo y llegué a 1T.

$INTC I don't know who needs to hear this but $INTC is not a buy Parabolic moves, regardless of who they are should be avoided.

@JaredSleeper Pero olvidas que la IA no escala como el software, la IA se va a comer todos los márgenes.

Running a big enterprise survey. I'm direct: "AI is a GOOD thing for this vendor- it makes it more valuable/important." 65 answers so far across the incumbent SW companies ( $SNOW, $NOW, $CRM, etc.) 53/65 said "Yes." Never seen anything like this buyer/investor dissonance.

@Crussian17 Eso implica personal más calificado. Si tú empresa tiene profesionales que desperdician tokens estás muerto.

Just like everyone overspent on cloud during pandemic and then optimized driving down saas hard the same will happen as ppl now maxing out tokens on purpose and hitting their budgets early. They’ll all optimize tokens and when that happens rev growth for labs will slow hard which then short term blows up the ai capex trade since it’s so concentrated.

@chat_SBC La IA destruye intermediarios y de paso pone a cargo a quien se encuentra más abajo de la pirámide. La época de los márgenes paso y no va a volver.

Interesting saas bull case: current uneconomic spend on tokens/tokenmaxxing = LT saas cos better positioned to build workflows from tokens + resell - cheaper vs for enterprises to build from scratch as saas can amortize across customer base (expertise/contributory customer data, as well as infra costs)

@HyperTechInvest Saas is the future.

SK hynix at a single-digit forward P/E $WIX at a single-digit forward P/E Investor, pick wisely

@citrini Y la alternativa de incluir IA en wix es suicidio, los costos van a explotar y adiós al margen. Casi todo el SaaS está muerto.

Plenty of AI loser names down 3-4% today. Directly after I published this piece I got aggressive fading $WIX Within the next couple quarters, competition in the space will heat up significantly. WIX could have a Chegg moment by next year, imo. citriniresearch.com/p/less-deus-mo…

@LauraBratton5 @aaronpholmes @theinformation La IA elimina intermediarios.

👉 more anecdotes about companies eating the costs of Anthropic’s AI tools here @aaronpholmes @theinformation theinformation.com/articles/anthr…

New: @ServiceNow is the latest major public company to say it’s blown through its full year budget for AI coding tools from Anthropic in the first few months of 2026, just like @Uber CTO @praveenTweets said abt his company. “It’s a really hard problem,” CIO Kellie Romack said.

@LauraBratton5 @ServiceNow @Uber @praveenTweets Pasar de ganar dinero escalando bits a quemar dinero a escala industrial. La mejor muerte posible para las SaaS y todo lo que significan.

@shortbus_ace @PythiaR Significa que la IA es cara, escala de manera lineal, no puedes solo agregar otro servidor y con ello miles de clientes. Pagas por cada token, la economía de escala no existe acá.

@PythiaR what does this mean

The signs are all around you are you listening anon

@PythiaR Se los dije, la IA no es su típica aplicación SaaS donde puedes escalar gratis. La IA a nivel de hardware y software es cara, quema cerros de dinero, si no tienes un datacenter gigante está muerto.