Posts tagged "Tech Disruption"

The press around AI putting pressure on well-established SaaS companies is gaining some momentum. Note: We are not discussing specific stocks and valuations. Our focus is on the impact of AI on software companies. Analyst Ratings Published 08/11/2025… "Melius Research downgraded Adobe… warns of ongoing multiple compression for software-as-a-service companies… ‘AI is eating software’ …” AI isn’t a shiny add-on anymore. It’s like a sneaky wave that’s pushing SaaS valuations lower. Investors see that and...

Yesterday, we explored how AI transforms medical understanding, informing patients. Today, let's examine where AI actually delivers results in clinical practice. New research from the Journal of Clinical Medicine maps the gap between hype and reality. Resonates well with my personal experience. >"The central challenge is evident: as AI tools become more sophisticated, our capacity to integrate them ethically, equitably, and effectively into clinical practice must evolve in tandem. This editorial explores the remarkable progress...

Picture this: You receive an email from your doctor with three different cancer diagnoses. Your heart stops. The medical jargon feels like it's written in a foreign language. But instead of spiraling into a Google rabbit hole of worst-case scenarios, you take a screenshot and upload it to ChatGPT. Within seconds, you have a clear, understandable explanation of what you're facing. This isn't a hypothetical scenario—it's exactly what happened to Carolina, one of the patients...

Ben Thompson's latest piece hits on something crucial: when computing paradigms shift, yesterday's winners often become tomorrow's strugglers. >The risk both companies are taking is the implicit assumption that AI is not a paradigm shift like mobile was. In Apple’s case, they assume that users want an iPhone first, and will ultimately be satisfied with good-enough local AI; in AWS’s case, they assume that AI is just another primitive like compute or storage that enterprises...