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The SaaSpocalypse isn’t killing software. It’s exposing where software value really lives
The term “SaaSpocalypse” arrived in February 2026 as a way to describe a market shock. $285 billion in soKware valuaLons erased in 48 hours. Traders coined it as shorthand for panic. But strip away ...
In the software market—especially in the AI cycle—capital is flowing into an unusually broad set of categories. Many of them are being funded, scaled and valued as if they can produce billion-dollar ...
For decades, the technology industry has operated with a clear division of labor. Software companies built products.
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