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The Future of CX: AI, IRL, and the Transformation Economy | DisrupTV Ep. 430DisrupTV Episode 430 marked a major milestone—10 years on air and more than 1,500 interviews. To celebrate, hosts R "Ray" Wang and Vala Afshar explored a bigger question about where business value is heading next.
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Customer Story
Anthropic is a) a software-as-a-service (SaaS) killer, b) a disruptor of multiple industries with its Claude large language model (LLM) and the agentic apps built around it, c) an ingredient brand for enterprise software, d) already part of the enterprise technology establishment via a well-worn SaaS playbook, or e) all of the above?
OpenAI's launch of GPT-5.4, a model designed for professional work, on the surface is about closing the buzz gap with Anthropic, which has captured spending with Claude models and Claude Cowork, but the bigger picture is that the LLM race is really about creating productive systems.
Insight Blog
Customer Story
Software-as-a-service (SaaS) companies are being repriced, reevaluated, and rethought as analysts, investors, and customers wonder how artificial intelligence (AI) agents will affect the category. CxOs need to go through the same exercise to make sure that they don’t get stuck as enterprise software is disrupted.
Customer Story
ZohoDay 2026 in February featured dozens of takeaways and insights from an enterprise software company that has historically been disruptive and offers great value for the money. And artificial intelligence (AI) is likely to push the software-as-a-service (SaaS) hunger games more into its favor.Although this report could riff on Zoho-specific takeaways, it’s worth highlighting the themes that apply to the broader enterprise software sector, including buyers and vendors. Here’s a look.
Amazon Web Services launched Amazon Connect Health, an AI agentic suite designed to better connect patients and healthcare providers.
With the launch, AWS is extending its successful Amazon Connect offerings to specific industries. The agentic AI in Amazon Connect Health will handle patient verification, scheduling, medical history and documentation.
Insight Blog
Nvidia CEO Jensen Huang said the SaaS vs. agentic AI storyline doesn't make a lot of sense. Why? All software will become agentic.
Speaking at the Morgan Stanley Technology, Media & Telecom Conference, Huang made headlines by saying Nvidia's investment in OpenAI will likely be its last. However, there were more big picture themes from Huang to ponder.
Insight Blog
Microsoft CEO Satya Nadella said the next year will bring software and applications designed to make AI token usage more efficient.
Speaking at the Morgan Stanley Technology, Media & Telecom Conference, Nadella riffed on how AI was reinventing knowledge work. He also noted that AI still is not "fully cracked" on multiple fronts.
But the efficiency drive for AI was the big takeaway. He said:
Insight Blog
Anthropic has been portrayed as a SaaS assassin. Anthropic launches connectors and plugins to various enterprise apps, and SaaS stocks tank. Anthropic doubles down on Claude Code and Cowork, and suddenly, we're all expected to generate ERP, HCM, and ERP systems on the fly. Anthropic rolls out security code checks, and cybersecurity stocks stumble. Anthropic talks about modernizing COBOL, and IBM shares collapse.
By next week, Anthropic will be making us dinner, collapsing restaurant shares, brewing beer on the fly, and building houses with robots that run Claude as their brain.
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Broadcom reported better-than-expected fiscal first quarter results due to strong demand for AI semiconductors.
The company reported first quarter net income of $7.35 billion, or $1.50 a share, on revenue of $19.31 billion, up 29% from a year ago. Non-GAAP earnings were $2.05 a share to top estimates by 3 cents a share.
Insight Blog
Box CEO Aaron Levie said AI agents are more friend than foe as they make the context and unstructured data on its platform more valuable.
Levie, speaking on Box's fourth quarter earnings call, had to address a bunch of questions about the impact of LLMs on his SaaS business. After all, every SaaS CEO has to answer questions about companies like Anthropic making them extinct.
Recent SaaS headlines include:
Insight Blog
CrowdStrike CEO George Kurtz was upbeat about the company's prospects and addressed questions about AI competition with a simple message: "We have a massive opportunity to protect AI agents."
Insight Blog
Qualcomm CEO Cristiano Amon said 6G networks will be critical for AI workloads and connect AI agents and workloads.
Unlike 5G, which was viewed as a smartphone enabler and connectivity upgrade, 6G is being positioned as an enabler of AI-native networks.
In his MWC 2026 keynote, Amon said 6G networks will lead to a 50% to 70% performance gain in existing spectrum. That spectrum will be needed since global cellular traffic will grow 3x to 7x by 2034. "AI alone will account for 30% of all traffic," said Amon. "If you believe in the AI revolution, 6G will be required."
Insight Blog
Elastic is seeing early traction with its Agent Builder and its platform, which has a hybrid architecture, that's resonating with enterprises.
The company's third quarter earnings and fiscal 2026 outlook were better than expected, but the bigger takeaways revolved around AI agents, Elastic's platform, context and AI demand.
Insight Blog
MongoDB's fourth quarter earnings were better than expected, but the company announced executive departures and an outlook that missed expectations.
The company reported fourth quarter net income of $15.5 million, or 18 cents a share, on revenue of $695.1 million, up 27% from a year ago. Non-GAAP earnings were $142.7 million, or $1.65 a share. Non-GAAP earnings beat Wall Street estimates by 18 cents a share.
Insight Blog
DisrupTV: Negotiations, Meetings, and Focus in the Age of AIOn a recent episode of DisrupTV, co-hosts R "Ray" Wang and Vala Afshar sat down with three experts to unpack some of the most expensive challenges in modern business:
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AI infrastructure spending in the Middle East has garnered billions in investment, but the war with Iran highlights one of the biggest risk factors in the region.
Technology giants often list risk factors for data centers and typically cite everything from grid stability to natural disasters and cyberattacks. In the Middle East, war can be added to the list.
Insight Blog
Anthropic is a) a SaaS killer; b) a disruptor of multiple industries with its Claude large language model and the agentic apps built around it; c) an ingredient brand for enterprise software; d) Already part of the enterprise technology establishment via a well-worn SaaS playbook; e) all of the above.
Insight Blog
Amazon and OpenAI expanded a partnership and the initial headlines will revolve around the $110 billion raised to give the LLM giant a $730 billion valuation. However, the Amazon investment and distribution pact for the OpenAI Frontier platform and a Stateful Runtime Environment powered by OpenAI models on AWS are the most notable.
Insight Blog
ShortList
Cloud-based planning platforms help companies with budgeting and forecasting, financial reporting and analysis, strategic planning, and operational planning and optimization across sales and human resources. The category emerged in the ’90s and ’00s as on-premises “performance management” systems aimed at large enterprises. Cloud-based planning platforms are rapidly replacing legacy systems and manual, spreadsheet-based approaches still used by small- and midsized organizations. Constellation estimates this market will grow from $7.1 billion in 2025 to $24.5B in 2031 at a 23% CAGR.
ShortList
Talent management suites focus on the strategic aspects of human capital management (HCM) in acquisition and management. These suites help chief human resources officers and chief people officers with recruitment, onboarding, performance management, learning, succession planning and compensation management.
ShortList
Learning marketplaces provide a platform for online education, bringing teachers' content to learners. These online marketplaces often include features of learning management systems, which allow courses and skills to be taught on-demand and at a student’s pace. Most online marketplaces offer both free and paid content. Constellation estimates the total eLearning market at $608.9 billion by 2031, with a 10.1% CAGR. Learning marketplaces are a subsegment of this market.
ShortList
Enterprise resource planning (ERP) is the backbone for healthcare organizations that are focused on the integrated management of business processes in the areas of accounting/finance, HR and supply chain. Constellation estimates this market will reach $3.3 billion by the end of 2031 at a 6.8% CAGR.