Nvidia CEO Jensen Huang said Wednesday markets have miscalculated the AI threat to software companies in an interview hours after the chip behemoth issued an upbeat sales forecast on strong AI demand.
"I think the markets got it wrong," Huang told CNBC's Becky Quick, pushing back on fears that AI agents will cannibalize the enterprise software industry.
That is such an odd thing to say! Anything that is communicated in an unstructured manner is a security threat, especially towards vulns like prompt injection, whereas structured interfaces can be typed, sanitized, checked, programmatically transformed and efficiently stored. And they're much faster and consistent, available in the defacto standard OpenAI API, and frameworks like langchain have mature integrations for all kinds of processing around structured data.
Browsers and excel are human front-end tools. They're not needed when you're an agent. See #1442504
"Jim Cramer, however, rejected the doomsday prediction..." -- SaaS is fucked
Agreed!
Maybe not kill them, but it’ll definitely shake things up.
Yes SaaS software industries and stocks are already crashing...