|
|
|
05.02.26 - 21:18
|
AI upends software economics, raises ′SaaSpocalypse′ concerns (Times of India)
|
|
|
Advances in GenAI, autonomous agents and AI-assisted coding are forcing a rethink of long-held assumptions about SaaS defensibility, pricing power and growth. Tasks that once required large engineering teams can now be executed faster and at far lower costs, raising concerns that many software products may become easier to replicate and much harder to monetise....
|
|
|
|
|
05.02.26 - 20:36
|
Anthropic Updates Its AI Model, Claude Opus 4.6 (Bloomberg)
|
|
|
Anthropic is updating its AI model, Claude Opus 4.6, to carry out financial research, days after the company's push into legal services rattled the stocks of legacy software makers. Bloomberg's Shirin Ghaffary reports. (Source: Bloomberg)...
|
|
|
05.02.26 - 20:18
|
Alphabet plans a massive $185 billion push into AI | Open Interest 2/5/2026 (Bloomberg)
|
|
|
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Ares Asset Management hits a record as assets under management jump to $622 billion, fueled by surging demand for US direct lending. Co-founder and CEO Mike Arougheti joins Bloomberg Open Interest.
Plus, job openings fall for a third straight month, Alphabet plans a massive $185 billion push into AI, and e.l.f. Beauty posts a blowout quarter. And luxury brands shift into high gear. Breitling debuts as Aston Martin Formula One's official watch partner. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
