AI vs SaaS: Seat + Consumption Can Coexist

Salesforce, Workday, Nvidia, Zoom, Block | Around the Desk

This week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software.

Are seat-based models being replaced?
Or is AI expanding the value of platforms?

Using earnings and data from Salesforce, Workday, Nvidia, Zoom, and Block, Sean argues AI is enhancing durable platforms, not eliminating them. The winners are likely multi-product ecosystems with compliance depth, proprietary data, and embedded workflows. Not point solutions.

00:00 Welcome and Disclaimer
00:43 AI vs SaaS Big Week
02:13 Platforms vs Point Solutions
03:46 Salesforce Seats + Agents
07:06 Jobs Data
10:08 Buybacks + Workday
12:07 Inflation + Breadth
14:17 Nvidia + Valuations
17:26 AI Adoption + Limits
19:03 Capitulation Setup
22:08 Portfolio Updates
26:19 Closing

Disclaimer

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. The views expressed are as of the recording date and may change. The host and affiliated entities may hold positions in the companies discussed. Investing involves risk, including potential loss of principal. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

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