Superblocks nag-retweet

Atlassian (TEAM) stock jumped 25% on AI acceleration.
Twilio (TWLO) did the same after hours.
SaaSpocalypse was a lie.
AI is accelerating systems of record revenue, and locking them in more.
Let me explain:
1. AI is not replacing systems of record. It’s sits on top and pays a toll.
> CIOs have zero interest in replacing core systems
> They’re allocating new budget to AI on top that queries the underlying system of record
2. Determinism still wins in production.
> Mission-critical workflows can’t hallucinate, they need 99.999% reliability.
> AI reasons and decides what workflow to call, boring reliable old SaaS executes it. It's a partnership.
3. This ain't a zero-sum game.
> AI grows software TAM massively. Every layer in the stack grows with it including the systems of record
> Salesforce, Workday, ServiceNow will win big, while Anthropic and OpenAI will win bigger. All are AI beneficiaries.
Every major system of record will report AI acceleration next quarter and their stock will jump 25% too.
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