Resilient market now demands proof AI spending pays off
Bloomberg Businessweek Daily host Alexis Christoforous and guests examine a market that has shrugged off war and $100 oil but scrutinizes whether AI and content spending will pay off.
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Agents make the UI optional, but business logic stays sticky
a16z's Sema Amble and Steven Sonowski examine whether agents reduce enterprise software to a dumb database, or whether embedded business logic, exceptions and incumbent incentives keep systems indispensable.
Salesforce's apps are metadata, so the interface is next to break
Salesforce CEO Mark Benioff on the SaaS selloff, Slack's rise as an agent platform, and why the enterprise interface is the next layer of the stack to change.
Agents will compress bank multiples as AI revenue nears $170 billion
Jordy Visser, founder of Visser Labs, tells Julia La Roche why AI is the only macro that matters, how agents threaten banks, and why crypto is his 100-to-1 bet.
Founders ditched 2 million monthly users because they disliked the product
Keith Peiris, CEO of Lightfield, talks with investors Joe Schmidt and Alex Rampell about pivoting from Tome, building a schemaless activity-log CRM, and pricing AI work.
Coding agents now drive 60% of Vercel deployments, up from 3%
Vercel CEO Guillermo Rauch on Sorcery covers agent-first web design, why 80% of tokens on Vercel's gateway go to open models, and how to contain rogue agents.