The SaaS Apocalypse: Why $1 Trillion Was Wiped from Software Stocks

Over a trillion dollars has been wiped from software stocks. Traders are calling it the SaaS Apocalypse, and the sell-off is only accelerating. In this episode of In The Loop, I break down why markets are panicking, what happens when the cost of creation collapses to near zero, and what software actually becomes on the other side of this shift.⏭️ Episode Highlights(01:46) – What's actually happening in the market and the $830B sell-off(03:14) – The catalyst: Anthropic's Claude Cowork plugins and the legal sector collapse(05:06) – Thomson Reuters: strong earnings, plunging stock — why good numbers don't matter right now(10:27) – The Jevons Paradox and why cheaper software means more software, not less(18:22) – Broken business models, API companies, and what comes next🤝 We’re SocialStay in the loop—even when you’re not listening to this podcast.Jack HoughtonLinkedIn - https://www.linkedin.com/in/jack-houghton1/TikTok - @jackschatsMindset AiMindset AI website - https://bit.ly/40lJr6BNewsletter - https://bit.ly/ITLnewsletterLinkedIn - https://www.linkedin.com/company/mindset-ai/YouTube - https://www.youtube.com/@GetMindsetAITikTok - @get.mindset.ai