Latest / JB's Podcast with Kai and Nia
The SaaSapocalypse: Agentic AI and the Software Market Crash - The SaaS Panic: When Claude Opus 4.6 Wiped a Trillion Dollars Off the Market
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.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.