🌟🌟Claude isn't here to repla

🌟🌟Claude isn't here to replace Snowflake, Salesforce or CoreWeave. It is here to supercharge them, challenge them and occasionally give them a gentle existential crisis - all at the same time.

Claude is the partner, the intelligence layer SaaS never had. Claude plugs into platforms like Snowflake, Salesforce & CoreWeave to make them faster, smarter & more intuitive.

Snowflake becomes not just a data warehouse but a conversation.

Salesforce becomes not just a CRM but a relationship brain.

CoreWeave becomes not just GPU infrastructure but an AI accelerated engine.

Claude also pushed SaaS companies to rethink their entire product philosophy. No more "click here, drag there".
AI is becoming the interface & SaaS must adapt or be left behind.

Claude thrives when it sits on top of SaaS, orchestrating workflows across apps. It is the conductor, not the orchestra.

SaaS is not history. It is getting Claude as a partner to make it better.

@Tiger_comments @TigerStars @TigerClub

SaaS Miss Sparks Selloff: Start of Deeper Software Correction?

Salesforce reported Q4 revenue of $11.2 billion, up 12% YoY, its fastest growth in two years, beating expectations. However, FY2027 revenue guidance of $45.8–46.2 billion was slightly below the $46.06 billion consensus. C3.ai announced it will lay off 26% of its global workforce as part of a restructuring plan under new CEO Stephen Echegoyen. CoreWeave hit $5B annual revenue, with backlog (incl. RPO) surging to $66.8B, up 3x YoY. For 2026, capex is set at $30B+—at least triple 2025—while ARR could reach $19B by year-end. Shares fell over 10% after hours.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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