Is SaaS Dead? IBM, AI Budgets and the New Software Wars episode artwork

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.

Episode metadata supplied by the publisher feed · Published Jul 15, 2026

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Is SaaS Dead? IBM, AI Budgets and the New Software Wars

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