{"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?

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

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

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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

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

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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

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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

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

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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

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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":-0.21152722824653197,"perfRankLabel":"Subpar","perfRankKey":"low","vol":0.24291700241605912,"volRankLabel":"Above Average","volRankKey":"aboveavg"},"history":[{"date":1781136000000.0,"perf":0.0},{"date":1781222400000.0,"perf":-0.0008125282575272008},{"date":1781481600000.0,"perf":0.011795892363556243},{"date":1781568000000.0,"perf":0.004036391824069119},{"date":1781654400000.0,"perf":-0.024136162813488626},{"date":1781740800000.0,"perf":-0.022459280275450022},{"date":1781827200000.0,"perf":-0.022459280275450022},{"date":1782172800000.0,"perf":-0.0544710419947019},{"date":1782259200000.0,"perf":-0.06045379390711064},{"date":1782345600000.0,"perf":-0.08243460365577507},{"date":1782432000000.0,"perf":-0.06746409388314559},{"date":1782691200000.0,"perf":-0.05547173950004819},{"date":1782777600000.0,"perf":-0.053761030542067184},{"date":1782864000000.0,"perf":-0.035501726098830594},{"date":1782950400000.0,"perf":-0.0337407434198094},{"date":1783296000000.0,"perf":-0.022037912677327243},{"date":1783382400000.0,"perf":-0.014495783244798138},{"date":1783468800000.0,"perf":-0.014550638378822228},{"date":1783555200000.0,"perf":-0.012918653923350537},{"date":1783641600000.0,"perf":-0.01526979767228917},{"date":1783900800000.0,"perf":-0.013116119071866467},{"date":1783987200000.0,"perf":-0.02040632763422609},{"date":1784073600000.0,"perf":0.0030070446403518414},{"date":1784160000000.0,"perf":-0.004860959035736745},{"date":1784246400000.0,"perf":-0.018046160607556455},{"date":1784505600000.0,"perf":-0.004263951069788829},{"date":1784592000000.0,"perf":-0.01827241299937646},{"date":1784678400000.0,"perf":-0.04150431189189949},{"date":1784764800000.0,"perf":-0.07174982859531012},{"date":1784851200000.0,"perf":-0.061448788538921245}],"viewType":"Sectors","viewLevel":"Level2","showYieldCurve":false}

Business software and AI agents