【暴落】AI時代、SaaS企業は「負け組」になった（セールスフォース/アドビ/ハブスポット/マーク・ベニオフ/アンドレイ・カーパシー/OpenAI/ChatGPT/解説：森川潤、後藤直義）

▼Watch the full program here https://npx.me/s/XtLSJird ▼10-day free trial available http://bit.ly/3X5XMzD ------------------------------------------------------------- Once-dominant SaaS companies are struggling. This year, stock prices have fallen nearly 30% across the board, led by Salesforce. The culprit is, of course, generative AI. Its explosive evolution has called the very existence of SaaS into question. Perhaps influenced by the crisis, even the behavior of "SaaS don" Marc Benioff has begun to waver. Amid this backdrop, an "incident" occurred this week that somehow helped SaaS stocks recover slightly. However, as we explore the reasons for this, the plight of SaaS, at the mercy of AI, becomes even clearer. Is this the end of the SaaS era? We'll explore this question by flickering between the latest news and tech history. ▼Table of Contents 00:00 Opening 03:47 The "SaaS Revolution" of the 2010s 07:18 After the COVID-19 "Big Bubble," AI Will Eat It 09:33 The Meltdown of the "Don of the SaaS World" 13:25 But SaaS Stocks Are Rising This Week 14:41 One Man Holds the "Lifeline of SaaS" ▶Full Version... 👉️The AI ​​Bubble and SaaS's Last-ditch Revival 👉️A World in Which "Just a Few People" Drive Tech 👉️SaaS Embracing AI and "AI Fatigue" 👉️The Unattainable Item in the Job Market 👉️The "End of History" of a Quarter-Century ...and More ▼Cast Jun Morikawa (NewsPicks NY Bureau Chief) https://bit.ly/3X4Z5ln Naoyoshi Goto (NewsPicks (Editorial Committee Member/NY Bureau) https://bit.ly/3CW2TOT #saas #salesforce #adobe #openai #ai #dwarkesh