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…
The skinny
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