20260212 - SaaSpocalypse: investors overspend badly and blame AI

no, you can't vibe code your enterprise accounting https://pivot-to-ai.com/2026/02/12/saaspocalypse-investors-overspend-badly-on-software-companies-and-blame-ai/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: [email protected] Sources: Cowork: Claude Code for the rest of your work https://claude.com/blog/cowork-research-preview anthropics / knowledge-work-plugins /legal / skills https://github.com/anthropics/knowledge-work-plugins/tree/main/legal/skills RELX, LSEG, Experian and other media hit by AI worries from Anthropic launch https://www.proactiveinvestors.co.uk/companies/news/1086735/relx-lseg-experian-and-other-media-hit-by-ai-worries-from-anthropic-launch-1086735.html 'Get Me Out': Traders Dump Software Stocks as AI Fears Erupt https://www.bloomberg.com/news/articles/2026-02-03/-get-me-out-traders-dump-software-stocks-as-ai-fears-take-hold A Reprieve for the Markets, but for How Long? https://www.nytimes.com/2026/02/06/business/dealbook/software-stocks-ai-crypto.html Previously on Pivot to AI: Lawyers find more work! Cleaning up after AI bots https://pivot-to-ai.com/2025/12/02/lawyers-find-more-work-cleaning-up-after-ai-bots/ video: https://www.youtube.com/watch?v=cpJZcl_eRfU&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA