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SaaS-apocalypse narrative triggered a dramatic software selloff, erasing roughly $400 billion in market value. The debate centers ... AI is changing enterprise software, but the idea that it will simply replace SaaS misses the bigger issue: AI is only as useful as the ... The Pirate Street Journal explains why is Micron up over $700B and Salesforce down roughly $135B in market cap in the past ... Full Episode Link ▻ Guest: Joseph Floyd TO THE SHOW ... SpaceX filed the biggest IPO in history. Andrej Karpathy left OpenAI for Anthropic. And the AI coding wars got brutal: Cursor vs ... In this episode of Being Exponential, Luke Lango breaks down the massive shifts happening across technology, markets, and ...
In this episode, Informa TechTarget's Sabrina Polin and TechTarget journalist Don Fluckinger explore the so-called ... AI is changing software faster than most companies can keep up with. But is SaaS really dying? Can anyone build apps now? In this episode, Mansoor Narker, Senior Investment Analyst, is joined by Andrew Headley, Portfolio Manager of the Nedgroup ... This is a free preview of a paid episode. To hear more, visit www.categorypirates.news ... In an exclusive interview with CNBC, Philipp Herzig, the CTO at SAP remains positive that AI will positively transform software ... CNBC's Deirdre Bosa joins 'Money Movers' to discuss why tech earnings are falling,
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In February 2026, something happened that Wall Street had never seen before. Not a recession. Not a rate shock. Not a fraud ... In this episode, we tackle one of the most violent market repricings in recent tech history: The End of Two trillion dollars vanished from SaaS market caps in a month, and suddenly "per-seat pricing" looks like dial-up internet. This week, we discuss Wall Street's software-stock sell-off and a viral essay on X about the potential for widespread job ...
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The Saaspocalypse
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Last Updated: May 22, 2026
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