@kantrowitz: The "Saaspocalypse" relies on a flawed assumption about how enterprise actually works. Tony Bates runs Genesys—a company whose platform serves 7,500 of the world's largest multinational enterprises in regulated industries. When you operate at that scale, you see something the apocalypse narrative misses entirely: companies will not hand their IP to foundation models. The belief that AI will simply ingest all data and produce a "perfect working system" treats enterprise software like it's a personal assistant. It isn't. You need auditability, traceability, and trust. The winner won't be whoever writes the most flexible code. It'll be whoever builds the infrastructure that lets enterprises use AI without losing control of their data or their compliance system. Media: Big Technology Podcast #TonyBates #Genesys #EnterpriseAI #SaaS #sponsor

Alex Kantrowitz
Alex Kantrowitz
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Thursday 17 September 2026 15:40:51 GMT
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o2becca
Bougie by Becca :
Name one organization outside of technology/software that has a clean data lake
2026-10-07 07:34:37
0
appleuser2752877
appleuser2752877 :
AI can quit literally do all of this
2026-09-18 04:25:12
15
art93873
Art :
He's correct... now! But when a major SaaS player sees a brand new player build with AI first... the legacy platforms will struggle. Open AI and Google Search...the first large case in point....
2026-09-20 17:36:38
1
zeus_light_you_up
zeus :
people who say saas is dead are fools who do not check it once on softrankings. you’d be amazed
2026-10-05 15:58:01
0
timbo_bxt
timbo_bxt :
Lovable
2026-10-06 23:39:57
0
tuhv0
tuhv0 :
I'm gonna save the video and show it when Salesforce crumbles
2026-09-20 09:44:01
9
zzounds
zzounds :
He's so wrong. I don't think he knows how good AI already is, in the next 2 years it's going to be next level
2026-10-04 23:02:43
0
projectthunderca
Calvin Luttrell :
If you're with SaaS you already handed over your data lol [Laugh approved]
2026-09-17 20:52:27
17
hoffdigital
Brandon Z. Hoff :
Talking to CEO every day 😂😂 .. most CEOs have no idea how the data is being managed across business units
2026-09-20 02:15:24
7
jsntx
jsntx :
AWESOME! He's now on record. Let me tell you a story about Blockbuster, Blackberry, Borders,...
2026-10-03 18:19:14
4
anony6544
anony :
You can build a CRM system today with Claude. You don’t need 99% of the crap in Salesforce or SAP. Those engineers they are laying off are going to smaller companies and doing just this.
2026-09-18 15:33:14
8
raptermann
Raptermann :
Buddy is just saying things. Saas is dead
2026-10-04 12:55:17
2
timhedlund71
timhedlund71 :
So wrong, if a few years the prompt will be: make a copy SAP functionality for me.
2026-09-17 22:57:38
8
runnerthemoose
RunnerTheMoose :
This is the voice of senior management who are finding out they are actually useless and not needed...
2026-09-20 11:08:13
5
morwell5757
user2417693456153 :
Sorry… you are wrong
2026-10-04 18:52:04
1
deans_world
🌍 Deans World 🌎 :
Sounds like someone’s still stuck in the old world 😂
2026-09-20 08:52:50
6
alanjordon
Alan Jordon :
If you want to get the Ai bros stirred up just tell them Ai can’t do something.
2026-09-18 15:12:59
6
vonbruegge
vonbruegge :
Sounds like VW CEOs at the time Tesla came up. Did not age well.
2026-09-19 08:03:14
1
blue_genie
Blue Genie :
hah good luck
2026-09-30 03:35:55
1
alphaconnect7
Kristian B :
Conflating issues. 1. Agree frontier models are not the threats. 2. Enterprise Self-sovereign local models give you bespoke total control and security as good as frontier models for fraction of cost. That the threat.
2026-09-21 23:21:44
2
newsfreak24
NF :
Yep, no really. Run GrokbBot with build. It runs version control, auditing etc. You can describe the software and it will write it. It is not at enterprise level yet, but it will be soon. You need to use it to your advantage. Within 5 years it will all have changed.
2026-10-04 22:14:48
0
binarxhxg9j
binarxhxg9j :
Depends on the system. CRMs are the easiest target
2026-09-26 16:09:10
1
kevinclement52
Kevspoker :
Thats what blackberry said and look at them now…
2026-09-19 11:03:09
3
amfroggo
amfroggo :
Your SAAS are already dead
2026-09-30 13:34:20
1
_he_ka_ya_
Hekaya :
He doesn't get it. It's not about adapting things to old models. It's about building a new structure that will outperform old ones.🦋🦋🦋
2026-09-20 19:19:42
2
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