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The defense industry is poised for a deal surge as firms expand in AI, drones, and space systems; Bain: VC deal value in the sector has risen 18x in a decade (Sylvia Pfeifer/Financial Times)

Sylvia Pfeifer / Financial Times : The defense industry is poised for a deal surge as firms expand in AI, drones, and space systems; Bain...

1 June 2024

What’s eating B2B SaaS is not AI  - 2024-06-01 14:57:00Z

Title:What's eating B2B SaaS is not AI  Summary:

ANALYSIS: On Thursday, SalesForce (CRM) released weaker than expected earnings, resulting in the biggest 1-day decline in the stock since 2004. It was the latest in a string of disappointing earnings this season across the board from B2B SaaS companies.  This reporting quarter almost the entire B2B SaaS industry reduced guidance or disappointed investor expectations, including Asana […]

Link: What's eating B2B SaaS is not AI 

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