The Gasima Global 2025 Outlook on the Markets: In It to Win It
After a nonstop bull market for the last two years, we’re now at valuation levels across all major asset classes where it’s time to think about if these returns are sustainable. Some might misjudge valuation as a reason for profit-taking on winners, but that’s not exactly true for what I think could be another positive, […]
The Threat of AI to Enterprise Software
Enterprise software, the backbone of modern business operations, faces unprecedented challenges from the rapid advancements in artificial intelligence (AI). Companies like Salesforce, long dominant in their markets, grapple with AI’s dual-edged potential: transformative power and significant risk to core business models. This scenario parallels Google’s struggle with generative AI, highlighting the difficulties legacy companies face […]