返回
原文
Rohan Paul@rohanpaul_ai
51AI 编辑部评分，满分 100
2026-08-04 10:50· 45分钟前
跳到正文
AI 摘要

Palo Alto Networks CEO Nikesh Arora 在 All-In Podcast 上表示，分析型 SaaS 公司“已经完了”。他认为用户可直接用 LLM 分析数据，无需再购买 Salesforce Marketplace 等平台的增量分析应用，传统按模块销售的软件功能可能不再需要单独出售。

"If you're an analytical SaaS company， it's over. It's over."

  • Palo Alto Networks CEO Nikesh Arora

"What is an analytical SaaS company？ It is a company that says， "I'm going to collect a lot of data for you and analyze it for you."

I don't need you to analyze it for me. I can run models against the data and analyze it myself.

Think about it： almost every SaaS company has a marketplace. You can buy applications from the Salesforce Marketplace. What do those applications say？ "You have Salesforce data. I'm a marketplace app. Use me， and I'll help you analyze that data."

But I don't need to do that. You don't need those applications anymore. I can simply run an LLM against the data.

Therefore， all the additional functionality that has traditionally been sold to us as incremental software modules may no longer need to be sold separately. I would much rather have an LLM run against the data."

----

From "All-In Podcast" YouTube channel， （full video link in comment）

大佬观点现象/趋势
在 X 查看原推导出 Markdown
返回
51导出 Markdown
Rohan Paul · @rohanpaul_ai · X·2026-08-04 10:50·45分钟前
在 X 看原推· x.com
AI 摘要

Palo Alto Networks CEO Nikesh Arora 在 All-In Podcast 上表示，分析型 SaaS 公司“已经完了”。他认为用户可直接用 LLM 分析数据，无需再购买 Salesforce Marketplace 等平台的增量分析应用，传统按模块销售的软件功能可能不再需要单独出售。

"If you're an analytical SaaS company， it's over. It's over."

  • Palo Alto Networks CEO Nikesh Arora

"What is an analytical SaaS company？ It is a company that says， "I'm going to collect a lot of data for you and analyze it for you."

I don't need you to analyze it for me. I can run models against the data and analyze it myself.

Think about it： almost every SaaS company has a marketplace. You can buy applications from the Salesforce Marketplace. What do those applications say？ "You have Salesforce data. I'm a marketplace app. Use me， and I'll help you analyze that data."

But I don't need to do that. You don't need those applications anymore. I can simply run an LLM against the data.

Therefore， all the additional functionality that has traditionally been sold to us as incremental software modules may no longer need to be sold separately. I would much rather have an LLM run against the data."

----

From "All-In Podcast" YouTube channel， （full video link in comment）

大佬观点现象/趋势
在 X 查看原推x.com