Recent market action highlights a sharp divergence between semiconductor leaders AMD and AVGO and a broad selloff across enterprise software names CRM, ADBE, NOW, MNDY, ASAN, and TEAM. While semiconductors continue to benefit from sustained AI infrastructure demand, most SaaS companies have seen heavy valuation compression, with many trading at price levels last seen several years ago.

This contrast reflects a deeper shift in investor sentiment as AI agents, automation, and usage-based models challenge traditional seat-based enterprise software economics. The result is a market split between momentum-driven winners like AMD and AVGO, and deeply discounted enterprise platforms—CRM, ADBE, NOW, MNDY, ASAN, and TEAM—that now represent either compelling contrarian opportunities or ongoing structural risks.

The way software gets built is changing fast—and not quietly. Tools powered by large language models are reshaping who can build, how fast teams move, and what “being a developer” even means. In a recent Snowpal podcast episode, Federico Sarquis, Head of Developer Relations at Crossmint, shared an unfiltered view from the front lines of fintech, AI-assisted development, and modern product teams .

Federico discusses the evolving landscape of software development, particularly the impact of AI and wipe coding. He shares insights on how non-developers can leverage AI tools, the importance of agency in hiring, and the changing dynamics of development teams. He also touches on the challenges in the FinTech space, the significance of compliance, and the future of programming languages. The discussion highlights the need for adaptability and creativity in the tech industry, as well as cultural insights from Argentina.

In a recent episode of the Snowpal Podcast, host Krish Palaniappan sat down with Shree Periyakaruppan, a seasoned data and AI leader with over 25 years of experience across healthcare, analytics, entrepreneurship, and real estate. The conversation explored two powerful themes: financial independence and working with massive-scale data in the age of AI.

This article distills those insights—starting with a practical Q&A on finance, followed by a deep dive into data, unstructured information, and generative AI in healthcare.

In this conversation, Alex Morris, Chief Tribe Officer at Tribecode, discusses the transformative impact of AI on software engineering, emphasizing the shift towards autonomous code generation and the evolving roles of engineers and product managers. He highlights the importance of adapting to new tools, the necessity of upskilling, and the changing dynamics of client interactions. The discussion also touches on job security for engineers in an AI-driven world and the potential for increased productivity and efficiency in software development processes. In this conversation, the speakers delve into various themes surrounding the future of work, the evolution of software development skills, the impact of AI on job markets, and the role of education in the modern workforce. They discuss the changing landscape of tech innovation globally, the implications of outsourcing, and the skepticism surrounding AI and data centers. The conversation also touches on market trends, economic concerns, and personal insights into the future aspirations of the speakers.

In this conversation, Rick Bentley discusses the rising costs of compute in AI, the challenges faced by smaller companies in accessing necessary technology, and the implications of AI on the job market. He emphasizes the importance of building data centers and exploring cost-effective solutions for AI compute. The discussion also touches on the future of education, vocational skills, and the impact of AI on outsourcing and consulting.

When I sat down to speak with Jermaine Ee from HeirLight, I expected a conversation about software, startups, and maybe a bit about AI. What I didn’t expect was how much it would challenge the way I think about why we build things in the first place.

Jermaine is a non-technical founder by background, but that label almost feels misleading. He understands systems, architecture, and product trade-offs deeply—just without writing code himself. What stood out to me immediately was that he didn’t arrive at software because he wanted to build software. He arrived there because he wanted to solve a human problem.

That distinction matters more now than it ever has.

In this conversation, Nir Valtman, co-founder and CEO of Arnica, discusses the transformative impact of AI on code security and the software development lifecycle. He emphasizes the importance of understanding vulnerabilities, managing dependencies, and integrating security into developer workflows. In a rapidly evolving digital landscape, ensuring code security has never been more critical.

Krish & Nir dive deep into the transformative role of artificial intelligence in software development life cycles. Nir shares his unique insights on how AI is reshaping code security and the essential steps developers must take to mitigate risks. The discussion also touches on the balance between feature development and security, the role of AI in generating code, and the evolving landscape of development teams.

Victor Varnado is not easily defined by a single title. A comedian, filmmaker, writer, game designer, cartoonist, actor, and software developer, he operates at the intersection of creativity and technology. As the CEO of SupremeRobot, a tech-and-media incubator, Victor develops intellectual property that can evolve into standalone companies. In this conversation, he shares how AI is reshaping writing, software development, outsourcing, and creative work at large .

The rapid rise of artificial intelligence is reshaping nearly every industry, from finance to healthcare to creative work. One emerging and less-discussed frontier is Faith Tech—the application of modern technology, including AI, to support spiritual practice and religious life. In this conversation, entrepreneur and founder of venture studio Zellerhaus, Preston Zeller explores how AI can be used thoughtfully to build purpose-driven technology that supports faith, reflection, and personal growth.

In a market dominated by AI narratives and software-driven growth, it’s easy to lump technology companies into a single bucket. But a closer look often reveals very different stories beneath the surface. Two companies that highlight this contrast particularly well are Datadog (DDOG) and CoreWeave (CRWV)—both high-quality software businesses, yet operating in entirely different domains and exhibiting sharply different market behavior.