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Earlier this week we eliminated $300k ish of yearly software expenses. This is for a design simulation tool. It took about 20 hours and was honestly done as a test. We had one of the RF engineers do the coding as an experiment to see how well someone who wasn't a dev could do with Opus 4.6. I had to review some of his work, and there will probably be another week of dev before its production deployable. The week Opus 4.6 released I (an experienced dev) replaced our CMMC compliance software over a weekend. Again, it started as me fucking around, not a real planned out effort. Ended up with a much better system than what we had before. Burned 300 million tokens and have a truly unbelievable system that does exactly what I want the way I want. $50k/ yearly expense gone. I don't think the big EPR system vendors are at risk yet... give it a few years and they probably will be. One of the most annoying things about enterprise software is that you have to change your business to operate how the software wants to work. Imagine a future where the software conforms to exactly how a company wants/needs to operate. New industries will form to help validate that software generated by AI is SOC or whatever certification is required compliant. If I was a SaaS company, I would be fucking terrified right now. Hell, I'm terrified in general. Opus 4.6 is scary as hell.
Most of the effort and cost in building a saas business is not in the development of the actual product i.e. writing code. Our costs and complexity in our business absolutely skyrocketed when we decided to become SOC2 compliant to land large enterprise fish, for example. Now AI has made maintaining our compliance easier, but it is still a massive barrier that not just any tom dick and harry will be able to easily overcome just because they can develop more quickly.
I take that argument and I largely agree. One trick ponies like Figma, Monday.com, etc will be slowly replaced as AI gets better and better. And AI will get better. However, companies selling primarily to enterprises, requiring SOC2 compliance standards, federal authorization, etc will not be replaced. In fact, seat based pricing model will continue alongside perhaps usage based model.
I’ll let Gemini explain why you’re wrong. 😊 This whole argument is built on massive blind spots and a few convenient strawmen. The author fundamentally misunderstands *how* AI threatens the SaaS business model. Here is exactly where the logic falls apart: ### The SMB Delusion Calling SMB revenue a "rounding error" is completely out of touch with reality. Massive tech companies—Shopify, HubSpot, Intuit, Atlassian, Mailchimp—are built almost entirely on the backs of small and medium-sized businesses. Even for enterprise behemoths like Microsoft or Salesforce, the mid-market and SMB tiers are huge revenue drivers. If AI gives smaller businesses the ability to spin up cheap, automated micro-tools instead of paying for subscriptions, a massive chunk of the SaaS sector's total market cap goes up in smoke. ### The "Vibe Coding" Strawman The author sets up a false dichotomy: either an enterprise buys a massive SaaS platform, or their CEO tries to build a custom CRM over the weekend using a prompt. That’s not the actual threat. The real threat is the hyper-efficiency of internal engineering. Enterprises already have dev teams. If AI makes those internal developers 10x or 100x more productive, the "build vs. buy" math changes instantly. A bank doesn't need to rely on a hallucinating AI agent; their own security-cleared, SOC2-compliant dev team can just build and maintain the necessary tools in a fraction of the time and cost it used to take. They don't need to outsource the complexity if AI just automated the complexity. ### The Seat-Based Death Spiral This is the most glaring logical flaw in the essay. The author points to OpenAI and Anthropic charging $25–$30 a seat as proof the model is fine, completely ignoring that their real enterprise scale is built on API consumption (charging for compute/tokens), not user seats. More importantly, traditional SaaS is a tax on human headcount. You pay per seat for Salesforce, Zendesk, or Slack. If an enterprise uses AI agents to automate 80% of its customer support, they don't need 100 Zendesk licenses anymore—they need 20. The AI doesn't need a software license. The SaaS vendor's revenue collapses, even if the enterprise technically never stops using the product. ### Margin Compression SaaS companies have historically justified their massive recurring fees because building reliable, secure software from scratch was historically incredibly hard and expensive. AI lowers the barrier to entry to the floor. When building software becomes cheap, margins compress. Why pay an incumbent vendor $500k a year for project management software when a hungry new startup can use AI to build the exact same secure, HIPAA-compliant tool and undercut them by 80%? **The Bottom Line:** Wall Street isn't worried that global banks are going to start "vibe coding." They're worried that AI destroys the pricing power, the defensive moats, and the human-headcount-growth loops that made SaaS a cash cow in the first place.
just had this conversation with our CEO. "why aren't you guys moving faster due to vibe coding like all the articles I am reading" (I am paraphrasing) at which point I describe to him I wish I had time to vibe code in between support, helping sales, working with product, working with our auditors for SOC2, teaching people how to login to snowflake, etc ... I keep telling them coding is the easy part that I don't get to do because they laid everyone else off.
Conjecture. Here’s what Gemini had to say about TRI’s ability to protect their moat of Westlaw with CoCounsel and Westlaw Precision against Claude — 1. The "Verified Content" Moat The biggest weakness of a general LLM like Claude is hallucination—it can confidently invent case law. TRI protects against this by grounding its AI in the "Gold Standard" of legal data. • Proprietary Data: Claude cannot "see" the full, copyrighted Westlaw database. Westlaw Precision uses Retrieval-Augmented Generation (RAG), meaning the AI is forced to look only at verified statutes and case law before answering. • Citations & "Eyes-on" Verification: Unlike a standard chatbot, CoCounsel provides clickable links to every cited source. TRI employs thousands of J.D.-holding editors to "Shepardize" (verify) that the law is still valid, a layer of human oversight Claude lacks. 2. Workflow "Stickiness" TRI protects itself by being more than a chat box; it is an agentic workflow. • Legal-Specific Skills: While Claude provides a general response, CoCounsel is designed with "skills" like Deposition Preparation, Legal Memo Drafting, and Compliance Triage. • Integration: It lives inside the tools lawyers already use (Word, Outlook, and Westlaw). For a law firm, switching to Claude often requires "prompt engineering," whereas CoCounsel is "plug-and-play" for legal tasks. 3. Professional-Grade Security Standard consumer versions of Claude may use data to train future models (unless using Enterprise/API versions). TRI offers a "Zero Data Retention" guarantee. • Private Infrastructure: CoCounsel runs on "eyes-off" infrastructure where client data is never used to train the underlying model. • Compliance: TRI maintains SOC 2 and ISO 27001 certifications specifically tailored for the stringent confidentiality requirements of the attorney-client privilege.
SOC is about to blow up with the help from the DOJ
Ok, so, I'm going to let you in on some insider info: We've always had the ability to do that. It's called hiring software developer contractors from the global south and paying them $1.50/hr with no bathroom breaks. Do you know why we don't do that exclusively now? Because the quality of code they put out isn't very good (though, I would argue, it's better than the quality you get out of Claude Code). But big software companies have always had an easy and cheap "force multiplier" at their disposal. If you want to found a startup and make a competitor for one of the major SAAS companies right now, and your plan is to hire a small workforce and tell everyone to use agentic plugins in their IDEs, you can do that. But you're going to run into a brick wall very quickly. The AI might know how to write javascript and CSS, but it doesn't know how to architect a scalable system. It doesn't know about data residency requirements, multi-region deployments, GDPR or SOC2 or PCI compliance. It doesn't know about load testing and security and FedRAMP. It doesn't know about efficient schema design and materialized views and pipelining. It doesn't know about deployment trains and monitoring / observability tools. And then after you write your Salesforce Killer, you're going to have to host it, but as a startup, you're going to be paying a LOT more to AWS than the big SAAS companies are. A company spending eight figures a month at Daddy Bezos' Cloud Emporium is going to be able to negotiate a significant discount, but Barbara's CRM Solutions Inc isn't. And even if you figure all that out, you're going to be left with a product full of mediocre code and a company full of engineers who don't understand the code they're writing. Oh, and here's some more inside baseball: We (people who work in software at big, publicly traded tech companies headquartered in Silicon Valley) are all already using AI. Through my employer, I have a github account with unlimited copilot - any agent, including claude. I am actually encouraged to use AI to help code (it is pretty good at writing unit tests, I'll grant). But, saying that agentic coding is a force multiplier, and then only allowing for applying that to plucky startups that are seeking to dethrone Salesforce is crazy - Salesforce is already using AI as a force multiplier. At best, the plucky startup is moving at the same velocity. They're not faster. And they're only cheaper because they lack feature parity. I swear, all of this "Companies that don't realize AI changes everything have already lost" sounds ... eerily familiar. It almost sounds like "Companies that don't realize the metaverse changes everything have already lost". Or "Companies that don't realize blockchain changes everything have already lost."
You're right that vibecoding a salesforce is unrealistic to most, but the 10x engineers now no longer need an army of juniors to help them. Their productivity multiplied. Their SOC II audit can be responded with AI. Their team is leaner, faster, with less tech debt than the giants. I don't think seat based makes sense anymore. Rather it'll switch into app/credits hooked up to the users' agent or LLM, so people can customize their SaaS and add features they want
And don't worry about SOC or fedramp or BYOK or any of the other 1000 things that are required in these deals other than a nice new UI. The market is dictated by people who don't understand.
Yeah I agree. I see it as an overreaction though. People are underestimating the moat of enterprise software. SOC 2, compliance, liability security, auditability, integrations, switching costs, etc. They're also overestimating the speed of tech diffusion in enterprises. There's a reason businesses moved to the cloud. Building and maintaining your own systems is more costly than licensing from a specialist provider. I think this will remain true. I'm buying the dip. Plus it hedges my other big AI plays either way lol.
To be fair, they did feel directionless for a while. Remember the Bard launch debacle? They had all the right pieces, but didn't take the time to put them in place. Case in point, while Google made great strides with their TPU design, their smartphone SOC sucks, especially when compared to Apple. Having said that, I think google is poised to be the leader for AI advancements for the near future.
I’ve recently started using Monarch and it looks promising so far. It uses plaid and finicity and mastercard APIs to connect to your accounts. They’re [SOC 2 compliant](https://www.monarch.com/blog/announcing-our-soc2-compliance) and when you connect your accounts using plaid etc you give access to read your information but not to transact etc on your behalf.
What happened to SOC? Ik it’s not a penny but it’s been steadily raising for a hot min. Dropped 12% so far today
They have outspent everyone else in the VR space over 1000 fold though (Thousand, not Hundred). For that unfathomable amount of money their hardware and software should be unquestionably a decade ahead of everyone else, but it's not even the best, never mind 1000x better. They use the same outdated SOC and shitty milk gray LCD panels as everyone else. I don't even think they've been subsidizing the Quest 3 at $500, that's likely the the BoM cost. Zuck just been paying an army of "Day In the Life" project managers and tinkering Doctorates multi-million dollar salaries to send emails about having meetings on how to remake Wii avatars 20 years later on 200x more powerful hardware.
80% of my port is getting called away tomorrow and I think Im going to let it happen. Need to decide what to do from here. UAMY, POET, LUNR, SOC, ONDS all in the money on my sold calls
😀. I seen it pumping. I’m going to buy down my SOC mess and hope Trump runs over the county judge. 😂
Any comments on SOC? Pls be nice
SOC had a little pullback but it's up like 50% in a week.
Is it too much to ask that SLS gets to $6, SVM gets to $12 and SOC drops to $9? Thanks tardos
At this moment, $HAL +13% $CVX + 10%, BKR +10%, $SLB +12% $VLO +10%, $MPC + 10% $COP +8% $SOC +6% By the time the news hits its always too late.
What is going on with SOC? (Sable offshore)
I've been recommending SOC for some time ,my friends are in and we've been in since $4 now $12 and a lot more to go I.m.o. take a look .when they start pumping oil again soon hang on to your hat !
Connecting your brokerage to any third party API is incredibly stupid if you have lots of money in it imo. I don't care if it says SOC 2 compliant or whatever, mistakes & bugs happen.
Where is Sable Offshore ($SOC) ? Don’t you won’t to look at the beach of California in black again aha ?
I think SBSW is the undervalued legit mining stock right now. They just averted a strike in SA, there hasn’t been any share price jump, and palladium is likely to catch a 50% anti dumping tariff in the next couple weeks. After my SOC pops $20 on Monday I’m rolling to SBSW. Also, CDE is going to have a pretty good dent in their last and first quarter free cash numbers. Their cash machine is the Wharf mines production, and the ore crusher burned in November. It’s looking like April before it comes online. The other mines are bigger production, but Wharf pays all the bills and it just lost 6 months production during record prices. There’s about a 90/120 day lag between the ore getting crushed to being ready to market, so the -$$$ won’t hit until probably March. But they have a January presentation and they will almost certainly have to address the situation then.
SOC just got approval to pump, and the environmental lawsuit was overruled.
Hmm, so I don't believe we can't actually show the audit results (no one ever shares this publicly AFAIK) without an NDA (it contains sensitive information) but our partner SnapTrade talks about it here: https://snaptrade.com/security I'm trying to think what 'proof' we could put in. We can add some text to the "Me" page, or maybe in the intermodal button, but so far as actual proof, I'm not sure (unless we get SOC 3 which would take a very long time)
POET +11%, UAMY + 20%, ONDS + 9.5%, LUNR + 7.5%, SOC + 28% the good guys will win forever and they will never stop winning
I assume this SOC 2 certification came from some sort of audit, so the documentation for that? Or a report on the success / failure of its features
SOC with a cheeky like 30% up today. too bad my only position there was selling a put last week.
No one actually collects your login credentials -- It's read-only access, OAuth only, and can be unlinked and all data permanently deleted at any time. Reddit made us go through a billion security audits to get this out, we collect no personal information and had to get SOC 2 certified to get it approved.
It's SOC 2 compliant, and we don't collect any personal information. Reddit went through all the code and stripped out anything that could even remotely contain personal information (e.g. Account Names, because someone could edit those to put their name or something) All the data is publicly available on the Data tab (top right), so you can see everything the community is holding.
I just bought 100 shares of SOC and plan to sell CCs What am i in for?
Here are some quotes from chatgpt: * **Without effective maintenance:** CR2 AML patients usually relapse and succumb within \~6–8 months historically after remission. * **With modern BAT (including venetoclax combinations):** Survival may be somewhat longer but still suboptimal. * **REGAL’s pooled interim data suggest survival far beyond historical expectations**, signaling that *something is happening* in the trial arms that’s extending life compared with old benchmarks — a key reason investors view the final OS readout as a major catalyst. # Real-World Takeaways (Benchmarks) |Population|Typical Historical Median OS|Notes| |:-|:-|:-| |**AML CR2, no transplant, older SOC (\~pre-venetoclax)**|\~5–7 months|Based on older Phase 2 and retrospective data.| |**AML CR2 with modern BAT (e.g., venetoclax + hypomethylating agent)**|\~8–12 months\*|Literature and community commentary suggest improved—but still poor—survival. | |**REGAL pooled interim survival**|\>13.5+ months|Trial median survival not yet reached at \~13.5 months follow-up — suggests better outcomes than historical SOC|
The innovation they were talking about is moving off an Intel based chip with x86 architecture to their custom designed SOC style silicon that is so well integrated into their software that there are some staggering performance gains. It definitely took the laptop market by storm when it released which was around 5 years ago. Subsequent generations have begun to see smaller performance uplifts but in a lot of ways they're just running up the score on the competition. I moved from a tower PC for video editing to a MacBook Pro last year and it's actually kind of nutty how well the Macbook performs while still being fully portable with a 10+ hour battery life. Probably the most workflow altering piece of tech I've bought in a long time. I used to occasionally take a commuter rail train into the city to do some filming then would begin editing the next day after returning home, now sometimes I've got drafts finished by the time the train even gets me back home.
SOC (Sable Offshore) bought oil platforms and pipelines off the coast of Santa Barbara from exxon after there was a spill in 2015 on the pipe. Pipeline has been repaired, stock tanking all year due to Cali red taping them. They just appealed to Feds and the federal pipeline health and safety office assumed oversight and it is mostly out of cali’s hands now. Restart plan approved. Will be boosting the supply of crude to California by over 12% starting soon.
does anyone know what's going on with SOC stock? i saw a DD either on wall.street.bets or stocks subreddit about it, but it has crashed since...
SOC for the gamblers in this crowd.
SLS they will more than likely change Oncology with a cancer vaccine and everybody knows how vio stocks move when a BO takes place with a new SOC.
Meanwhile SOC is up over 100% in a month. Plays are everywhere, just have to peak out of the heard and see them!
I would add Sable Offshore ($SOC) on mine at the very end of the year. The stock was beaten down in 2025 due to legislative troubles. It finally got the approval yesterday which is a major milestone. Has potential to go 3x from here.
I sold to realize gains. I do this often even to my detriment. I had 100 shares of SOC, and felt that a quick lock in of $100+ was better than chancing a fade away into the holiday. I agree there is a lot of upside here, but also a layman and didnt want to catch myself out of position just in case. There's probably more to learn in my case to prevent me from selling early.
Yeah I sold SOC today after buying yesterday. Looked like it was starting to fade.
From those bigger stocks i recommend SOC.
Sable offshore. SOC. Oil is in for 2026. SOC and the federal govt just gave the middle finger to California and the environment. Venezuela may also be “liberated” but not sure if that will bleed into SOCs valuation
2 for me and both because they have massive upside to come. SOC BECAUSE the oil is now flowing . BITF BECAUSE they are sitting on a gold mine opportunity.
Cheap, shit ticker that’s getting interesting against MVIS. Also some regard posted a dd on SOC years ago and it was up huge today, which I though was funny af
SOC doubling over night to save my port for the year
Stocks on watch today in the FREE discord With potential reversal points discord.gg/Hfpnzzakb $ASNS $TGL $NVDA $MRGT $PCSA $YCBD - $AKAN $ADTX $SOC
It uses snaptrade which is a competitor to plaid, I don't get or store your login, I get a key which can read your trade history through snaptrade. they store the login credentials. It's been SOC2 audited and reddit's engineers looked into their security practices, so it should be legit.
SOC calls and shares after government oversight of the pipeline was approved.
SOC get in before the moonshot
$SOC short squeeze tomorrow
Buy as much $SOC as I can afford
The point was that the more expensive hardware is more likely to last longer. A better SOC will be able to run the newer software better and for longer. The downside is if your screen or something breaks then you lose those gains
Hey they're SOC2 compliant and all the security reviews took forever. Should be kosher. I hash your reddit userId before initializing you as a user so they don't know what reddit user is what person.
https://www.reddit.com/r/wallstreetbets/comments/1pl8r3k/this_is_a_test_of_the_new_scoreboard_system/ This is part of "Verified Trader", it lets you sync a brokerage with SnapTrade through Reddit (SOC2 security compliant) and post verified positions on the sub and participate in scoreboards. Try syncing a brokerage and sharing stuff/joining the scoreboard. Let me know what bugs you find, I'm sure there are plenty. It also gives you free data about (anonymized) what everyone is holding, its value over time, etc.
Just know the gap in SOC is starting crumble as new data has been emerging with LL. This drug is amazing!!! Don't be blind-sided or distracted from a celebrities experience with it who calls it a "threat to the industry." I, for one and many others are quite familiar with a concerted effort to keep this drug in the dark, as well as the share price. Just sayin'!!! The days of N.P. are well behind and barely visible in the rear-view mirror. The FDA knows their own staff held this drug back with prejudice. The same "threat" exists for several other fantastic drugs as well. Just ask Dr. Soon of IBRX.
SOC bought at 20$ Thank god I didnt go full regard and its only a small amount
1. I have my reasons for being in SOC and I put in money I am willing to lose. Not long term. Also, the amount I put in should indicate my confidence/reward from it. I am betting my valuation is correct. 2. Cash because I don't see anything really worth buying right now. And I am uncertain about how long I need that cash for any emergency at this moment from family/school side. Of the businesses I am looking at, they are all too expensive to me. 3. Canadian stocks because of tax purposes. It sucks being a Canadian as any dividends I earn in US is subject to 15% US withholding taxes. So I tried to find the best Canadian company in an industry I can reasonably understand. 4. I am not part of a 401k/pension atm. I am putting myself through school right now.
u/complex-jello-2031 Scratched the surface on this one, looks interesting, what do we think of Lymphir's ability to compete with currently established treatment plans? Mino-Lok feels largely positive and I could see it becoming a standard for CVCs based on the trials results but i'm not sure of it's market value as I suspect the standard would still be to replace CVCs and this would be used for the patients that would be contra-indicated for Here are the key results demonstrating Mino-Lok's efficacy: # 🎯 Primary Endpoint Met (Time to Catheter Failure) * **Endpoint:** The primary endpoint was the **time to a catheter failure event** (e.g., removal due to infection, worsening symptoms, or death) measured in days. * **Result:** Mino-Lok demonstrated a **statistically significant delay** in the time to catheter failure compared to the control group (p-value = **0.0006**). * **Data Highlights:** * **Control Arm (SOC):** The **Median Time-to-Failure (MTF)** was **33 days**. * **Mino-Lok Arm:** The **MTF exceeded the duration of the trial** and was therefore **not estimable (NE)**, indicating the drug was highly effective at keeping the catheters functional throughout the study period. * **Hazard Ratio (HR):** The Hazard Ratio was **0.53**, meaning patients treated with Mino-Lok were approximately **47% less likely** to experience a catheter failure event compared to the control group. # ✨ Secondary Endpoint Met (Overall Treatment Success) * **Endpoint:** A critical secondary endpoint was the proportion of patients who achieved **Overall Treatment Success** (defined as no catheter failure, clinical cure, and microbiological eradication) at six weeks. * **Result:** Mino-Lok achieved a significantly higher success rate than the control group (p-value = **0.0025**). * **Data Highlights:** * **Mino-Lok Arm:** **57.1%** of patients achieved overall treatment success. * **Control Arm (SOC):** **37.7%** of patients achieved overall treatment success.
SOC. Basically everything they own reverts back to Enron if they don't get it pumping oil again by January next year. Which isn't looking likely. They will basically vaporize overnight.
Well no shit. Give a SOC team unlimited time and resources to hire top tier talent, and they'll set up any piece of crap to be impenetrable. But good luck attracting that top tier talent when your entire stack is Microsoft.
All those things are available MS native, some better than others. Maybe not if you’re hiring bottom of the barrel talent. Calling MDE consumer grade is wild. MDE has grown so much from its ATP days. PANW only purpose is to ship firewall logs to the SOC. TBD if security copilot can be any good, but 400 SCU per 1000 E5 was a nice surprise out of Ignite. If the phish triage agent is any good I’ll drop that service from my SOC.
Google has been making their own Tensor SOC chips for their smartphones for several years. They suck in comparison to the flagship Qualcomm/ Apple counterparts. I don't believe that Google is suddenly going to be on the same level as Nvidia or even AMD.
Look up why Nvidia etc were all forced out of the smartphone SOC market. Tegra was doing well early on. Qualcomm modem patents etc. Apple spent years and still isn't out of it.
Considering Qualcomm’s history, no company would want to work with them. If Oracle sounds bad Qualcomm is worse. Qualcomm bullied and forced most people out of the SOC market via their modem patents and lots more.
I sold half my SOC at ~30 because I had a bad feeling Man do I wish Id sold it all Oh well
$SOC playing for a double in next couple months, i wouldn’t advise anybody else does but it seems a good call to me
$DIS & $SOC probably my plays today
Anyone looking at SOC? Halted right now on the down trend and the Trump Administration is considering drilling in CA
How about SOC. I see the same trend here too.
From Total return of 45% on SOC shares last night to total return of -2% as of right now. What the fuck man.
Lmao I was up 45% on SOC share last night now I’m up 2%.
Highly recommend yall check out SOC. They just solved the financial issue that caused them to drop from $13 to $5. They are on the way back up but only at $8 rn. Check it out.
couldn’t full port options cuz it was all instant deposits so I full ported shares on SOC Monday and I’m up 45% already lmaoooo
If they can squeeze this $SOC ...they can certainly squeeze $NFE w natty gas breaking out.
Why is SOC MOONING???????????? 
SOC MOONING!!!!!!!! 
This is the bottom for SOC folks 👍 new funding line secured