Q+A: The SaaSpocalypse? Only if you pick the wrong companies

Software stocks have been hammered in 2026. The rise of AI coding tools — from Claude to other large language models — has sparked fears that barriers to entry are collapsing.But according to ECP Asset Management’s Damon Callaghan, the market has overreacted. Speaking to Sean Aylmer, he argues the sell-off has been indiscriminate, and that while some software businesses will struggle, others may actually become stronger - if they have the right competitive advantages.This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.