Briefing: Why isn’t SaaS dead already if AI can replace software?

This edition explains why some SaaS companies thrive in AI while others fade, the $500B fund Jensen Huang is helping raise from Wall Street, and a fun fact about AI usage.

To those who predicted the end of SaaS

Atlassian reported its first quarterly operating profit in more than two years, while Shopify reported 34% quarterly revenue growth. Monday.com grew revenue 22%.

→ Atlassian, Shopify, Monday

Seriously, you can’t imagine how many people live in the AI bubble, and have the same view as Leopold Aschenbrenner, the 24-yea…