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  "text": "AI isn’t just “eating the world” \nActually it’s eating software. Fast.\n\nSaaS growth down from 57% → 39% in a year.\nhttps://t.co/udu4NNk0PV -30% on AI commoditization fears.\nUp to 50% of SaaS gone in 36 months.\n\nWhy? AI agents don’t help you work, they do the work.\nNo dashboards. No seat licenses. Outcomes only.\n\nSurvivors = Agentic Platform Companies (APCs)\nAI-native. Data moats. Workflow control. Outcome pricing.\n\n2025 investable shortlist:\n•$PLTR – AI decision engine, +485% recent perf.\n•$NOW – ITSM to agent-led automation.\n•$ORCL – AI cloud boom, +47% YTD.\n•$CRM – AI in CRM & beyond.\n•$SNOW – AI-ready data cloud.\n\nMega-caps $MSFT & $AMZN fuel the wave via Azure & AWS.\nWatch $Databricks & $Anthropic.\n\nIf a platform doesn’t own the AI-driven workflow… it’s on the menu.\n\nChoose wisely.",
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