Dan Newman

Daniel Newman, CEO of the Futurum Group and tech industry analyst, offers sharp perspective on AI adoption and investment themes. He talks about Nvidia's strong revenue outlook and rising enterprise use of AI agents. He examines which enterprise software firms face disruption, Anthropic's safety trade offs, and where investors might find winners in compute and supply chains.

Daniel Newman, CEO of The Futurum Group and technology analyst, breaks down how AI-driven code generation is reshaping software. He explores which software functions are most vulnerable, the rise of 'vibe coding' and gaps like security and data access. He also discusses shifting pricing models and strategies for companies to adapt and partner with AI builders.

Daniel Newman, CEO of The Futurum Group and technology analyst, discusses how AI agents are reshaping traditional SaaS. He explains vibe coding and which software categories face the most risk. He explores shifts from per-user pricing to consumption or outcome-based models. He outlines strategies for software firms to adapt and survive in an AI-driven market.