Market Insights
The SaaS Day of Reckoning: Snowflake, Palantir, and the Crucial Tri-Layer Software Realignment in the AI Era
AI is forcing a brutal tri-layer realignment in software. Data infrastructure giants like Snowflake and Palantir are seeing a massive market re-rating as the "new oil" refineries, while legacy UI-based SaaS platforms face severe disintermediation in the era of Agentic AI.