Zoho Corp

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Zoho founder Sridhar Vembu: Well before the AI revolution, I have said SaaS industry is …

Zoho founder Sridhar Vembu identifies a deeper structural challenge within the SaaS industry, predating AI's rise, which he ...

'AI isn’t the real villain': Zoho's Sridhar Vembu says tech stocks sell-off was inevitable

According to Vembu, the pain in software stocks is overdue. “I don’t see why any mature software company should trade at 30-40 price-to-earnings multiples,” he wrote, adding that valuations of 10 to ...

'More marketing than engineering': Zoho's Sridhar Vembu on why SaaS is cracking under AI

The stock market is becoming very negative about the prospects of SaaS companies in the AI-assisted Code era, says Sridhar Vembu ...
The Financial Express

Zoho founder Sridhar Vembu says AI is shaking SaaS amid IT stocks slide triggered by Anthropic tool

Zoho founder Sridhar Vembu warns that AI is disrupting the SaaS industry as IT stocks tumble, a downturn linked to the launch of Anthropic’s AI tools.

AI is the pin popping SaaS inflated balloon: Zoho founder Sridhar Vembu on Anthropic shock

Zoho founder Sridhar Vembu has warned that AI is bursting the “inflated” SaaS bubble, as automation threatens core coding and ...