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Many Happy Returns — Kiss Your SaaS Goodbye: The AI Threat to Software Stocks
Scout ratingSCOUT· 63%48m·2026-02-11·Money

Kiss Your SaaS Goodbye: The AI Threat to Software Stocks

Many Happy Returns · 207

A trillion dollars was wiped off software stocks after Anthropic released an AI legal tool. Suddenly the market is asking: if AI agents can do the work, why pay for the software? The "SaaSpocalypse" has dragged everything from Microsoft to Salesforce down double digits, leaving Wall Street split on whether this is an…

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