The SaaSpocalypse Reckoning: A Reality Check for the Software Industry The recent market fluctuations in software stocks have left investors and industry watchers wondering if the SaaSpocalypse is more than just a fleeting trend.
Some predict that AI will decimate the value of costly software products, while others see it as a slow burning threat reshaping the industry.
The likes of HubSpot, Datadog, and Figma have taken a hit on earnings reports, with investors concerned about the impact of AI models like OpenAI's Codex and Anthropic's Claude Code on their economic sustainability.