Foreign SaaS Companies

Jensen’s Taiwan GTC speech. Once again, we heard the view that “AI won’t kill software” but will change the need for software such that in the future, agents will be the ones using programs. I believe the most successful software will, of course, be that which is created directly for agent use. A traditional human-centric UI + AI wrapper, such as Excel + Copilot, is a clunky intermediate stage. I trust the “leather jacket” (Jensen) and am avoiding all “legacy” software companies.

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Snowflake has updated its CoWork AI-powered platform to enable the company’s employees to more easily leverage corporate data in their daily tasks.

With the new tools, users can, for example, chat with data, generate reports, automate workflows, and retrieve answers from various enterprise systems.

The article also mentions that companies can train their own AI models within the Snowflake environment without the need to move sensitive data elsewhere.

https://www.investing.com/news/assorted/snowflake-enhances-cowork-ai-platform-with-new-enterprise-features-432SI-4722091