Josh Gilbert
speaker
337 appearances
3 recordings
1 series
first heard Apr 2026
last heard 27 Jul
Josh Gilbert’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 1.
Appearances
FEAR & GREED | Business News · Q+A: Big Tech's AI spending is about to be tested · 27 Jul 2026
podcast
It's been known as the SaaSpocalypse because you're seeing companies like ServiceNow, companies like Salesforce really struggling because ultimately
there's this sort of view that AI can, you know, do what they've been able to do for years.
I think the difference maker between all of this comes down to a couple of things.
One is just ultimately the data, you know, and customer information that these companies, you know, sort of own and hold.
So if you think about somebody like Salesforce, for example, and their CRM business, the data and the information that they hold on companies, it's really difficult to sort of be able to replicate.
And a lot of these companies
Companies like Salesforce and their softwares, they are built into your business and they're really difficult to replace.
They're really difficult to change.
It's costly.
It really takes a big lump for the business to be able to shift through to different workloads.
So it becomes that retention basis.
Companies don't want to move.
But also with something like Google, for example, or Alphabet,
they're using AI features to sort of drive more searches.
It's not eating into them.
And that was the worry that's, you know, been for this company.
I think the same with software names, right?
They're sort of saying, look, yes, AI is certainly going to be able to do some of the parts of our business that it has before.
But actually, if you take AI and, you know, put that into what we already have, our features are only going to sort of ultimately make it better.
And that's what
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