Nvidia's Jensen Huang Declares 'Saaspocalypse' Over Investors Reeling in Disbelief

• Nvidia's CEO Jensen Huang believes investors have underestimated AI's impact on the software industry, calling the recent sell-off "counterintuitive."
• Experts suggest that AI will enhance software tools like Salesforce and ServiceNow, making them more efficient and valuable.
• The shift towards outcome-based SaaS models is critical, with companies like Snowflake and Datadog positioned to benefit from the AI revolution.
• Analysts predict that software will significantly benefit from AI becoming mainstream, with the software sector poised to generate substantial value.

The Saaspocalypse? More Like the SaaS-pportunity!

Alright, folks, MrBeast here, and I'm diving into some serious tech talk – no squid games today, promise. So, Nvidia's Jensen Huang—the dude who makes the chips that make the magic happen—came out swinging, basically saying everyone panicking about AI killing software is totally missing the point. It's like saying giving everyone on earth a million dollars will cause hyperinflation—wait a second. Anyway, Huang thinks AI will actually *help* software, not destroy it. Which, honestly, makes a ton of sense.

AI: Friend, Not Foe (Unless You're a Robot...)

Huang thinks all these fancy AI agents will be using tools like Excel and browsers to make us *more* productive. It's like having Chandler from *Friends* automating all your spreadsheets. And some experts are backing him up. One guy from Econopolis Wealth Management, Siddy Jobe, says AI will make companies like Salesforce and ServiceNow even *more* valuable. People who wouldn't pay before will now fork over the cash because of AI's efficiency boost. This concept really aligns with Zepbound's One-Pen Wonder Captain Jack Weighs In, how a single tool can massively enhance outcomes. It's all about leverage, baby. And if AI does that for software, its gonna be a crazy time.

Not All Software is Created Equal (Sorry, Clippy)

But hold on, it's not all sunshine and rainbows. Jobe points out that some software companies are gonna win big, and some are gonna be left in the dust. He's betting on "AI infrastructure software"—the stuff that helps AI developers train their models. He mentions Snowflake and Datadog as good bets right now. It's like investing in the pickaxes during the gold rush.

Pivoting to the Future: Outcome-Based Models

Another smart cookie, Neil Shah from Counterpoint Research, thinks SaaS companies need to switch from service-based models to outcome-based models, quick. It's like going from selling shovels to guaranteeing you'll find gold. The companies that make that switch first will be swimming in cash. So get to work, SaaS CEOs—or prepare to be MrBeast'd out of existence! (Okay, maybe not, but you get the idea.)

IBM's Still Selling Mainframes? Mind. Blown.

Mitchell Green from Lead Edge Capital brings up a hilarious point: IBM is *still* selling mainframes from the 1950s. That's like PewDiePie still making Minecraft videos! Okay, Pewds still kills it, but the point is, old tech can stick around. Legacy software companies will adapt and compete. Some will win, some will lose, but the game ain't over yet.

Software is Eating AI (and It's Delicious)

HSBC analysts are even more bullish. They say "Software is already eating AI." Basically, while hardware companies are making a killing selling AI chips, the *real* money will be made in software. They think software companies have been planning this AI takeover for years, and the party really starts in 2026. So, buckle up, buttercups. The future is software—and it's powered by AI. Now, if you'll excuse me, I have to go figure out how to use AI to give away even *more* money. Later!