EPISODE · Feb 11, 2026 · 15 MIN
The SaaSapocalypse: Agentic AI and the Software Market Crash - The SaaS Panic: When Claude Opus 4.6 Wiped a Trillion Dollars Off the Market
from JB's Podcast with Kai and Nia · host JB
Send us Fan MailThe latest market panic when Claude introduced its powerful new tool that effectively puts SAAS companies at risk, causing the likes of Salesforce and even Microsoft to see a sharp drop. The new features of Claude Code, Cowork modes may well be a watershed moment, although at this point, the reports of the immediate death of SAAS may be exaggerated although, 3 to 5 years down the line, this may well be accurate.
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The SaaSapocalypse: Agentic AI and the Software Market Crash - The SaaS Panic: When Claude Opus 4.6 Wiped a Trillion Dollars Off the Market
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