SaaSpocalypse or Bargain? Enterprise Software Strikes Back!
Reading Time: 3 minutes
A single keyword dominates the mood in technology markets in 2026: "SaaSpocalypse” – the collective fear that AI agents like Anthropic's Claude or OpenAI's ChatGPT will eventually make large enterprise software platforms obsolete. The result was a brutal sell-off: individual stocks like Adobe, Salesforce, and ServiceNow dropped by 30 to almost 50%. The US-Iran conflict and the temporary blockade of the Strait of Hormuz served as the geopolitical accelerant. However, the week starting April 17 marked a turning point. The realization is taking...
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