{"id":4064155,"hash":"34xp0jjr","type":"List","name":"Will AI agents replace software apps?","alias":"will-ai-agents-replace-software-apps","intro":"Artificial Intelligence will be disrupting business software if its many promises come true - the not-so-distant future will tell but share price performances already divide the industry","description":"

How far will AI agents go in disrupting SaaS (Software as a Service) applications, a very large segment of business-focused software?

\r\n

It is impossible to be definite in such a fast moving field but investors seem to be flagging their concern....

\r\n

AI agents are evolving at a high pace, as they need to become securely aligned, reliable and compliant

\r\n

Powerful players have entered the SaaS field and, going forward, AI agents could give the hyperscalers such as Microsoft or Oracle more clout in the industry

\r\n

Nor should China's giant \"data hoarders\", Alibaba and Tencent , be ignored....

\r\n

Esteemed systems like Salesforce in Customer Relations Management (CRM), Worday or even SAP who dominates the segment of Enterprise Resource Planning (ERP) need to take a hard look at their business models

\r\n

If share performances hold a grain of truth, hyperscalers will be leading the way and SaaS applications are embattled

","dateCreation":1757426832784.0,"datePublish":1757548800000.0,"dateUpdate":1757782935716.0,"dateUpdateComps":1757498808955.0,"image":"https://static.pininvest.com/uploads/images/lists/34xp0jjr/knhdzuca/default/will-ai-agents-replace-software-apps.jpg","imageSrcUsr":"Zoha Gohar - Challenge of the AI agents","imageSrcWeb":"Unsplash","imageSrcLink":"https://unsplash.com/fr/photos/deux-gorilles-dansant-dans-un-salon-moderne-qza_fbCHy-c","url":"/library/34xp0jjr","category":{"id":1903888,"hash":"rog00om3","name":"21st Century Technology","brief":"Technology - a fast evolving sector unleashing a wide ranging applications across the economy, from artificial intelligence to robotics","description":"

Technological revolutions brought about by digitalization drive as many accelerations in the march of time

\r\n

No human experience remains untouched as the benefits, as well as potential dangers, come to light

\r\n

Manufactured hardware is novel in many ways as human ingenuity makes the most of technolgical advances and the supply chain processes themselves are upended by AI and by robotics

\r\n

In subtle interaction between hardware and software along fuzzy boundaries, the reign of technology is not about to end

","image":"https://static.pininvest.com/uploads/images/categories/rog00om3/evptvwyi/21st-century-technology.jpg","imageSrcUsr":"Dose Media","imageSrcWeb":"Unsplash","imageSrcLink":"https://unsplash.com/fr/photos/allume-le-drone-quadricoptere-noir-DiTiYQx0mh4"},"author":{"id":1570474,"hash":"nj9452x3","alias":"pininvest-analysis","name":"Pininvest Analysis","brief":"Experienced professionals, seeking to combine financial acumen and business expertise","image":"https://static.pininvest.com/uploads/images/contributors/nj9452x3/iy4aijon/thumb/pininvest-analysis.png"},"tags":{"sectors":[{"id":1803118,"label":"Technology","key":"technology","issector":true,"isstyle":false}],"styles":[],"others":[{"id":2026994,"label":"AI","key":"ai","issector":false,"isstyle":false},{"id":245534222,"label":"CRM","key":"crm","issector":false,"isstyle":false},{"id":228752304,"label":"Data Analytics","key":"data-analytics","issector":false,"isstyle":false},{"id":195186784,"label":"Data Infrastructure","key":"data-infrastructure","issector":false,"isstyle":false},{"id":245534223,"label":"ERP","key":"erp","issector":false,"isstyle":false},{"id":245534228,"label":"Hyperscalers","key":"hyperscalers","issector":false,"isstyle":false}]},"componentsCount":10,"componentsTotal":10,"articlesCount":1,"stats":{"perf":-0.037841862547740274,"perfRankLabel":"Subpar","perfRankKey":"low","vol":0.22026555837436426,"volRankLabel":"Above Average","volRankKey":"aboveavg"},"history":[{"date":1779235200000.0,"perf":0.0},{"date":1779321600000.0,"perf":0.005298660416820325},{"date":1779408000000.0,"perf":-0.005229663890965172},{"date":1779753600000.0,"perf":-0.005067555280201405},{"date":1779840000000.0,"perf":-0.006365530880968431},{"date":1779926400000.0,"perf":-0.007142636649881726},{"date":1780012800000.0,"perf":0.00527180568349702},{"date":1780272000000.0,"perf":0.032472487540711484},{"date":1780358400000.0,"perf":0.06159623439532199},{"date":1780444800000.0,"perf":0.04671129809529573},{"date":1780531200000.0,"perf":0.013980027149730359},{"date":1780617600000.0,"perf":0.027417209073691794},{"date":1780876800000.0,"perf":0.02548242487831663},{"date":1780963200000.0,"perf":0.025010526294078773},{"date":1781049600000.0,"perf":0.02655206166925575},{"date":1781136000000.0,"perf":0.02899020435448462},{"date":1781222400000.0,"perf":0.02899020435448462},{"date":1781481600000.0,"perf":0.028801444920789482},{"date":1781568000000.0,"perf":0.028392466147783346},{"date":1781654400000.0,"perf":0.02590713360413069},{"date":1781740800000.0,"perf":0.02356337063574937},{"date":1781827200000.0,"perf":0.024145378889642716},{"date":1782172800000.0,"perf":0.024145378889642716},{"date":1782259200000.0,"perf":0.020244350593276506},{"date":1782345600000.0,"perf":0.022415084080770614},{"date":1782432000000.0,"perf":0.019914021584310007},{"date":1782691200000.0,"perf":0.01977245200903866},{"date":1782777600000.0,"perf":0.020275810498892356},{"date":1782864000000.0,"perf":0.022761143042545028},{"date":1782950400000.0,"perf":0.024302678417722004}],"viewType":"Sectors","viewLevel":"Level2","showYieldCurve":false}