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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: rnam   😊 😞
Number: of 1165 
Subject: CRM replaced in 2 months
Date: 07/22/26 3:46 AM
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Fred Turner, founder and chief executive of U.S. health insurer Curative, said his company has dramatically reduced its reliance on third-party software after building internal AI-powered alternatives, including replacing a Salesforce customer relationship management (CRM) system that previously cost the company $600,000 annually.

According to Turner, the company developed the replacement CRM in just two months, illustrating how AI-assisted software development is shortening development cycles that once took many months or even years. Curative now plans to reduce its overall SaaS spending by about 80% this year, redirecting much of that expenditure toward artificial intelligence infrastructure and AI models instead.

Salesforce Chief Executive Marc Benioff has strongly rejected predictions of a SaaS collapse.

Speaking during the company’s February earnings call, Benioff said demand for Salesforce products remains robust, arguing that AI agents actually increase the value of enterprise software platforms rather than replace them.

tekedia.com - AI is replacing saas faster than expected curative CEO says after canceling salesforce contract
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