Famous Investor Dan Ives Calls Software Apocalypse a ‘Generational Buy’: Is He Right?

The fear gripping software investors isn't irrational. OpenAI's Frontier platform and the rise of AI agents threaten to commoditize what enterprise software companies have spent decades building. ServiceNow reported strong Q3 revenue of $3.41 billion, up 22% year-over-year, yet the stock still cratered.Salesforce CEO Marc Benioff tried to counter the negative narrative on the company's recent earnings call, warning investors to "beware of the false agent" and claiming Salesforce is "light years ahead of oth ...