The Saaspocalypse Is Getting Worse
SaaS was supposed to be unstoppable. Recurring revenue. High margins. Infinite scale. Then AI showed up… and broke the ... The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. There is a growing ... Software stocks have been crushed. The SaaSpocalyse is unfolding before our eyes. But is this an industry in terminal decline, ... Nearly $300 billion in market value vanished from software companies in a single week after Anthropic's AI agent launch reignited ... In an exclusive interview with CNBC, Philipp Herzig, the CTO at SAP remains positive that AI will positively transform software ... This week, we discuss Wall Street's software-stock sell-off and a viral essay on X about the potential for widespread job ...
A "research memo" set in 2028 made a splash in tech and investor circles and moved markets (at least, for one day). Part thought ... SaaS-apocalypse narrative triggered a dramatic software selloff, erasing roughly $400 billion in market value. The debate centers ... Referenced Article: 0:00 - Intro 0:24 ... In this episode, Informa TechTarget's Sabrina Polin and TechTarget journalist Don Fluckinger explore the so-called ... Is the software industry actually collapsing, or is this one of the biggest market overreactions in years? Right now, financial ... no, you can't vibe code your enterprise accounting ...
In this episode, we tackle one of the most violent market repricings in recent tech history: The End of This week Technology editor Paul Smith and Chanticleer columnist James Thomson on why financial markets are suddenly ... The start of the year has been an absolutely brutal one for software companies. There's a big fear that the rise of AI and advanced ...