Hundreds of billions of dollars in SaaS stocks evaporated from a single Anthropic product announcement. This is on a completely different level from the 2022 interest rate hikes. Back then, the macroeconomics were the problem, not SaaS itself. Now is different. AI is shaking the very reason for SaaS's existence, and the market is reacting indiscriminately to this fear. To be honest, no one knows where the bottom is this time. 1. ๐ The Current State of the 2026 SaaS Massacre - Based on the BVP C
Hundreds of billions of dollars in SaaS stocks evaporated from a single Anthropic product announcement. This is on a completely different level from the 2022 interest rate hikes. Back then, the macroeconomics were the problem, not SaaS itself. Now is different. AI is shaking the very reason for SaaS's existence, and the market is reacting indiscriminately to this fear. To be honest, no one knows where the bottom is this time. 1. ๐ The Current State of the 2026 SaaS Massacre - Based on the BVP C
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