Fernando Montenegro and Colin Symons discuss life after the "SaaS-pocalypse" and how AI is transforming the software industry. Fernando argues that AI isn't replacing software, it's fundamentally changing work flows, while Colin explains why some companies are positioned to benefit and others face massive disruption. They also explore which businesses are most at risk and the companies emerging as AI's biggest beneficiaries.
The Watch List
09 Jun 2026
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