Travis Hoium

We've talked about the SaaS apocalypse on this show.

The potential disruption or the idea of disruption has hit a lot of those stocks.

But this week, that narrative was really broken, Tim.

What earnings reports stuck out to you?

Because it seems like almost every company that reported earnings this week did not report something that filled that SaaSpocalypse narrative.

And that's actually valuable buzzwords.

Yeah.

That's not coming out of MBA school.

Yeah, they're going to vibe code something to basically replace their suppliers.

Yeah, Tim, we've got a minute left.

It seems like the story that I'm kind of gathering from earnings season, Zeta Global is another company that I follow.

Revenue is up 50%.

Another AI tailwinds.

The story here is investors have to think about, is AI naturally something that is a tailwind for them?

Or is AI something they're trying to shove into a product that isn't really natural?

And I'm thinking of ServiceNow and Salesforce are companies that have been talking a lot about AI.

They haven't quite gotten the same reaction.

When we come back, we're going to get into a time capsule and see what Dan and Tim think about the next 10 years.

You're listening to Motley Fool Hidden Gems Investing.

We like to have a little bit of fun in this segment and I wanna get Dan and Tim to jump in a time capsule and see what the future is gonna look like a decade from now.