EPISODE · Jul 15, 2026 · 43 MIN
Is SaaS Dead? IBM, AI Budgets and the New Software Wars
from Techstrong Gang · host Techstrong Group
IBM's ~$70B market-cap wipeout after warning AI infrastructure spending is crowding out software budgets. Plus: Starbucks builds its own software instead of renewing Microsoft/IBM contracts, a landmark EU ruling strips Big Tech platforms of algorithmic safe harbor, and FIFA's Connected Ball sparks World Cup controversy. With Alan Shimel, Mike Vizard, Jon Swartz, Mitch Ashley, Fred Wilmot, and Drew Gutstein.
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Is SaaS Dead? IBM, AI Budgets and the New Software Wars
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