Salesforce has long been the poster child for enterprise software. It built the modern SaaS model, scaled relentlessly with acquisitions like Slack, MuleSoft, and Tableau, and entrenched itself as the backbone of customer relationship management. For years, investors treated Salesforce as untouchable: a recurring revenue machine with deep moats across enterprise workflows. But … [Read more...] about Salesforce’s Growing Risk: Can the Cloud Giant Survive the AI Wave?
Briefing
Adobe’s Kodak Moment? Why AI Could Reshape the Future of Creative Software
When Adobe’s stock slipped from $390 to $350 and below, it initially looked like a buying opportunity. After all, Adobe has long been a creative powerhouse with a subscription model that delivers dependable revenue and a user base deeply entrenched in its tools. At the time, analysts cutting price targets as low as $180 seemed alarmist. But a harder look reveals that the risks … [Read more...] about Adobe’s Kodak Moment? Why AI Could Reshape the Future of Creative Software
Nasdaq Futures Retreat as Tech Weakness and Inflation Jitters Weigh on Sentiment
After a record-setting session that sent the S&P 500 and Dow Jones Industrial Average to new highs, Nasdaq futures slipped by 0.5 percent in early Friday trading, underscoring the fragile balance between optimism and caution on Wall Street. Investors are now caught between the momentum of strong market rallies and the sobering weight of fresh inflation risks and disappointing … [Read more...] about Nasdaq Futures Retreat as Tech Weakness and Inflation Jitters Weigh on Sentiment
AI Adoption Curve: Why We’re Still in the Early Innings
The AI revolution is often compared to past technological waves, from the spread of electricity to the rise of the internet. Each of these transformations followed an S-curve pattern of adoption: slow at the start, then rapid acceleration once infrastructure matured and costs fell, and finally saturation when nearly every household, enterprise, and institution had integrated … [Read more...] about AI Adoption Curve: Why We’re Still in the Early Innings
A Probability Map for the AI Displacement Era
The clearest way to think about an AI-driven productivity shock is as a surplus engine whose benefits can either diffuse through wages, prices, and public goods—or pool in a few balance sheets. Because diffusion is not automatic, the next two decades will be defined less by the ingenuity of the models than by the ingenuity of our institutions. Probabilities help cut through the … [Read more...] about A Probability Map for the AI Displacement Era