企业/工业信息化

Salesforce CEO Marc Benioff dismisses concerns of a “SaaS-pocalypse”, saying companies like Anthropic use “a lot of SaaS because it just got better with agents” (www.ft.com)
11 days ago SaaS Salesforce

Atlassian's founders lost ~$7.2B in wealth in 2026, behind AppLovin's three founders, amid an SaaS rout; TEAM dropped ~48% YTD, the Nasdaq 100's worst performer (www.bloomberg.com)
18 days ago SaaS Atlassian

Q&A with Ramp CEO Eric Glyman on scaling the expense management company to over $1B revenue, the “SaaS apocalypse”, using AI agents to review expenses, and more (cheekypint.substack.com)
19 days ago SaaS AI

Q&A with Replit CEO Amjad Masad, who says India is Replit's second-largest market by active users, on integrating Razorpay's tech, AI's impact on SaaS, and more (www.moneycontrol.com)
20 days ago SaaS India AI

How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (x.com)
20 days ago SaaS

Didero, which provides an agentic AI layer that integrates with ERP systems to automate supply chains, raised a $30M Series A co-led by Chemistry and Headline (techcrunch.com)
24 days ago AI ERP

Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more (cheekypint.substack.com)
25 days ago SaaS AI

Private equity and private credit groups' big bets on SaaS companies, the biggest area of PE activity in the past decade, risk being derailed by the rise of AI (giftarticle.ft.com)
25 days ago SaaS AI Equity

An interview with LastPass CEO Karim Toubba on the company-wide changes after the 2022 data breach, new services such as controls to curb shadow SaaS, and more (www.zdnet.com)
26 days ago SaaS Interview

Reco, which makes AI agents that monitor SaaS environments for threats, raised a $30M Series B led by Zeev Ventures, bringing its total funding to $85M (www.calcalistech.com)
27 days ago SaaS AI

London-based Lawhive, whose AI-based SaaS tools help smaller law firms automate legal tasks, raised a $60M Series B, after a $40M Series A in December 2024 (fortune.com)
2026-2-5 SaaS AI London

Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS (www.bloomberg.com)
2026-2-1 SaaS AI

Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (www.bloomberg.com)
2026-1-20 SaaS Morgan Stanley

ERP Isn't Dead Yet - But Most Execs Are Planning the Wake (slashdot.org)
2026-1-20 ERP

Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies (www.bloomberg.com)
2026-1-17 SaaS AI Adobe

'Godfather of SaaS' Says He Replaced Most of His Sales Team With AI Agents (slashdot.org)
2026-1-6 SaaS AI

Q&A with investor Gavin Baker of Atreides Management on the economics of AI, data centers in space, mistakes SaaS companies are making in adopting AI, and more (www.youtube.com)
2025-12-11 SaaS AI

Stripe agrees to acquire Metronome, which offers APIs to help SaaS companies charge customers based on usage and has raised $128M in total funding (metronome.com)
2025-12-3 SaaS

Cybercrime Goes SaaS: Renting Tools, Access, and Infrastructure (www.bleepingcomputer.com)
2025-12-3 SaaS

Swedish investment firm EQT agrees to invest $930M in Douzone Bizon, a South Korea-based provider of ERP and business software to SMBs, for a 37.6% stake (www.reuters.com)
2025-11-9 Korea Sweden ERP

NEC to buy US-listed CSG, a SaaS provider of customer care and billing services for telcos and other companies, for ~$2.9B in a deal expected to close in 2026 (www.bloomberg.com)
2025-11-1 SaaS

Permalink to Workato launches Enterprise MCP for SaaS platforms (sdtimes.com)
2025-11-1 SaaS

UnifyApps, which lets companies build AI chatbots by connecting SaaS apps and data, raised a $50M Series B led by WestBridge, after a $20M Series A in 2024 (www.axios.com)
2025-10-23 SaaS AI chatbot

Permalink to How Progress helps SaaS vendors deliver BI success to customers via the DataDirect Hybrid Data Pipeline solution (sdtimes.com)
2025-10-23 SaaS

Q&A with Asana co-founder Dustin Moskovitz on Facebook, starting Asana, SaaS companies, enterprise AI, the “empty seat problem”, AI modesty, AI safety, and more (stratechery.com)
2025-10-20 SaaS Facebook AI

Campfire, an AI-powered ERP and accounting services provider, raised a $65M Series B co-led by Accel and Ribbit Capital, after raising a $35M Series A in June (news.crunchbase.com)
2025-10-16 AI ERP

New York-based DualEntry, which offers AI-powered ERP software, raised a $90M Series A led by Lightspeed and Khosla Ventures, valuing the company at $415M (www.reuters.com)
2025-10-3 AI New York ERP

Microsoft launches a Security Store with SaaS tools and AI agents from Darktrace and others, and now lets Security Copilot users build their own AI agents (www.theverge.com)
2025-9-30 SaaS Microsoft AI

EU probes SAP over anti-competitive ERP support practices (www.bleepingcomputer.com)
2025-9-29 ERP

Europe opens investigation into SAP bad ERP support practices (www.bleepingcomputer.com)
2025-9-29 Europe ERP

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SaaS CMS ERP 工业4.0 工业物联网数字化信息化信息系统