$NVIDIA (NVDA.US)$ At the start of last year, I thought that...

$NVIDIA (NVDA.US)$ At the start of last year, I thought that if the AI infrastructure fell into place, software would follow, so I invested in CRM, and then FIG. The evolution of Anthropic and GEMINI seems to have shrunk the SaaS market size. The work of SaaS companies has been taken over by AI. Should we view this as labor-saving? Are the winners those in the infrastructure space?