Nathaniel Whittemore

Today on the AI Daily Brief, we are doing a 101 on one of the most important concepts in AI right now, harness engineering.

The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI.

Today on the AI Daily Brief, the excited anxiety of enterprise AI, and before that in the headlines, the SaaSpocalypse is over.

The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI.

All right, friends, quick announcements before we dive in.

First of all, thank you to today's sponsors, KPMG, Blitzy, Drata, and Zencoder.

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While you're on the site, you can scroll around to find out all the things going on, including, of course, the March AI Usage Pulse Survey, which is closing in a couple of days, and the second cohort of our Enterprise Claw program, which is the facilitated team complement to ClawCamp.

Registration for that closes on Monday, and you can find that at enterpriseclaw.ai.

With that out of the way, let's talk the SaaSpocalypse.

We kick off today with a bit of a narrative watch as the SaaSpocalypse narrative seems to be ending as the story of AI disruption fades on Wall Street.

Now, a couple months ago, Wall Street woke up to the massive paradigm shift on the horizon via products like Cloud Code and Cloud Cowork.

Software indices sold off by 20% in short order, with more vulnerable single stocks taking an even larger hit.

Now the panic is over, and there is far more optimism that SaaS companies can navigate their way through the disruption.

On Tuesday at the HumanX conference in San Francisco, AWS CEO Matt Garman rejected the notion that AI coding would disrupt incumbent SaaS firms.

He said that the idea that companies could use cloud code to write their own software to replace platforms like Salesforce was overblown.

Now, his view is that AI is enormously disruptive, but that it also represents a huge opportunity for those existing incumbent software companies.

He said they know more about the edges of their software, and so they are in a better position to build the next generation of AI-enabled products.

And yet Garmin also recognized the risks of not moving with the times, warning that firms that try to protect what they have rather than lean in would be in trouble.