Everyone said enterprise software was dead. Adobe just posted $250M in Firefly ARR. SAP's cloud backlog is up 25%. IBM's mainframe grew 48%. Jensen Huang correctly predicted: agentic is the new SaaS front end, not its replacement.@PatrickMoorhead and @danielnewmanUV break it all down on The Six Five Pod Ep. 302. Google Cloud Next, Amazon's $100B Anthropic bet, Intel's foundry moment, and Tim Cook's real legacy.Who actually has more power in the AI supply chain? TSMC or the semi equipment makers?
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