Wpr101's May 2024 portfolio review

[Smorgasbord1]

I beat you by a hour and change here:

Is the Disruptor (SaaS) itself getting Disrupted (AI)?

We may (or may not) be seeing the start of a new trend, where the disrupter (Salesforce) is itself finally getting disrupted. Flash back a generation, and Salesforce came in with a SaaS model to disrupt Monolithic Software vendors like SAP. But now, some are arguing, Generative AI enables biggish companies to replace their large SaaS expenses with open source/free/cheap Generative AI software, either with some in-house talent or just from new lean startups with an aggressive pricing model enabl…