You aren’t going to AI vibe-code a CRM at scale. Period.
The market is scared of the idea that AI makes software replicable, but they’re forgetting that a CRM isn’t just code. It is the network, the infrastructure, and the deep integrations. You can replicate a UI, but you can’t replicate a decade of embedded enterprise workflows. The value is found in how these tools talk to everything else in the tech stack.
Once a company is integrated into an ecosystem, the switching costs are astronomical.
In SaaS, the margins are massive, their growth is holding steady, and despite the "AI disruption" narrative, the numbers aren't showing any evidence of slowing down due to AI. If anything they’re all taking steps to use AI to enhance their software.
Bullish on: $HUBS, $SNOW, $CRM, $INTA, $ADBE, $TTD
Posted by Jshbone12
10 Comments
I agree but then they’re not exactly cheap
What stocks u buying??
What other cool chat gpt insights continue for us?
How about HUBS
i’ve been buying SAAS like crazy
Don’t forget chip design suites like SNPS and CDNS.
AXON and CRWD for me
Is it really though
Nah, I’ll wait a bit until reddit posts turn into doom & gloom.
I’ve been buying Microsoft but going to wait a bit on others.