This seems to be a BS claim; I can't find *any* data to back it up and I searched quite a bit. If it were true, SaaS stocks would have be skyrocketing; in fact they have been crashing.
SWE employment at SaaS companies has been flat, and revenue has been 100% tracking long-term trends that predate AI.
ADBE, WDAY, ZM, CRM are good examples of SaaS revenue trends. Completely steady over time; zero disruption or acceleration from AI.
6
48
5,595
How AI shifted from a transductive paradigm (token-by-token answer completion) to an inductive paradigm (on-the-fly reasoning chain synthesis), in one chart. This is the big story of 2025 and 2026. This is what made coding agents work.
Easy, an LRM can do that for you. LRMs have very different training mechanisms and inference behavior. They have very high latency and perform (unrolled) search in natural language program space at test time. They also have radically different performance profiles on any system 2 task.
Many of you will ask, "if it saturates ARC 3, is it AGI?"
We're not making this claim. All we know about the system so far are its benchmark scores.
When we launched ARC 3, and in every presentation we made about it, we were very insistent on one thing: solving it is not proof of AGI. It's not intended as a finish line.
ARC 3 is testing the right qualitative properties you'd expect of an AGI system -- exploration under uncertainty, adaptation without instructions, causal world modeling from limited data, etc. -- but in small quantities. ARC 3 games are orders of magnitude shorter timescales than real world tasks, and represent orders of magnitude less data, less modeling complexity, less on-the-fly learning.
(Slide below is from a March 2026 presentation)
This was explained upfront at launch; it's detailed in the paper.
arxiv.org/abs/2603.24621
