the SaaSpocalypse is real, and strong, and it's my friend
March 11, 2026 at 8:29 PM
the SaaSpocalypse is real, and strong, and it's my friend
my "will never be affected by the ongoing and devastating SaaSpocalypse" t shirt is raising questions already answered by the shirt
March 11, 2026 at 8:30 PM
my "will never be affected by the ongoing and devastating SaaSpocalypse" t shirt is raising questions already answered by the shirt
Premium Newsletter: The Hater’s Guide To The SaaSpocalypse, and the collapse of the hypergrowth era of software. Years of private equity and venture capital greed have incentivized an industry to grow at impossible rates - and AI isn’t helping restart growth. www.wheresyoured.at/hatersguide-saas/
Premium: The Hater's Guide To The SaaSpocalypse
Soundtrack: The Dillinger Escape Plan — Black Bubblegum
To understand the AI bubble, you need to understand the context in which it sits, and that larger context is the end of the hyper-growth era in...
www.wheresyoured.at
March 13, 2026 at 5:09 PM
Premium Newsletter: The Hater’s Guide To The SaaSpocalypse, and the collapse of the hypergrowth era of software. Years of private equity and venture capital greed have incentivized an industry to grow at impossible rates - and AI isn’t helping restart growth. www.wheresyoured.at/hatersguide-saas/
larry ellison and the SaaSpocalypse were in the closet making money and i saw some of the money and the money looked at me
March 11, 2026 at 8:38 PM
larry ellison and the SaaSpocalypse were in the closet making money and i saw some of the money and the money looked at me
If your portfolio manager wears one of these, you will probably survive the SaaSpocalypse.
April 11, 2026 at 3:48 AM
If your portfolio manager wears one of these, you will probably survive the SaaSpocalypse.
What's behind the SaaSpocalypse? It simply seems a new supreme has risen.
SaaS in, SaaS out: Here's what's driving the SaaSpocalypse | TechCrunch
What's behind the SaaSpocalypse? It simply seems a new supreme has risen.
techcrunch.com
March 1, 2026 at 2:03 PM
What's behind the SaaSpocalypse? It simply seems a new supreme has risen.
Had a great time talking to @chrislhayes.bsky.social for his AI End Game series on MSNow, covering the AI bubble, the SaaSpocalypse, the end of tech's era of hypergrowth, and the underlying economic fragility of data centers and the greater AI industry.
www.youtube.com/watch?v=-Mn-...
www.youtube.com/watch?v=-Mn-...
Is the AI Boom About to COLLAPSE?
YouTube video by MS NOW
www.youtube.com
June 9, 2026 at 11:29 PM
Had a great time talking to @chrislhayes.bsky.social for his AI End Game series on MSNow, covering the AI bubble, the SaaSpocalypse, the end of tech's era of hypergrowth, and the underlying economic fragility of data centers and the greater AI industry.
www.youtube.com/watch?v=-Mn-...
www.youtube.com/watch?v=-Mn-...
The SaaSpocalypse is essentially over. SAAS companies like Salesforce and Workday have mostly recovered from the crashes in their stock prices when investors assumed customers would vibe code alternatives.
I think investors overestimated what will happen this year and underestimate the future.
I think investors overestimated what will happen this year and underestimate the future.
Say goodbye to the SaaSpocalypse and hello to the RenaiSaaS
Software companies have shown they can be beneficiaries of AI, rather than easy targets for it, though some risks remain
www.ft.com
September 12, 2026 at 2:39 AM
The SaaSpocalypse is essentially over. SAAS companies like Salesforce and Workday have mostly recovered from the crashes in their stock prices when investors assumed customers would vibe code alternatives.
I think investors overestimated what will happen this year and underestimate the future.
I think investors overestimated what will happen this year and underestimate the future.
the real saaspocalypse is that they're only making 40% gross margin and not 70%
June 16, 2026 at 6:09 PM
the real saaspocalypse is that they're only making 40% gross margin and not 70%
Why I’m buying SaaS stocks.
Scott Galloway Says the ‘SaaSpocalypse’ Is a Farce: ‘I’m Buying SaaS Stocks’
The NYU professor tells Inc. why the SaaS selloff is overblown—and why investors are falling in line anyway.
www.inc.com
March 23, 2026 at 9:35 PM
Why I’m buying SaaS stocks.
hey remember the saaspocalypse
Last week, AI was imminently going to end all of humanity.
This week, it’s a threat to the banking business of GSIBs for reasons that really haven’t been thoroughly articulated.
This week, it’s a threat to the banking business of GSIBs for reasons that really haven’t been thoroughly articulated.
Shares of major banks, insurers and online travel agencies slid as investors fear that tools like Meta’s Muse could disrupt businesses that benefit from so-called consumer inertia
September 23, 2026 at 12:01 PM
hey remember the saaspocalypse
Me & @robarmstrong.bsky.social here with
- Saaspocalypse
- sassy AI
- Eggs
- a bit of football trolling
open.spotify.com/episode/0ya9...
- Saaspocalypse
- sassy AI
- Eggs
- a bit of football trolling
open.spotify.com/episode/0ya9...
Software stocks got crushed. Did they have it coming?
Unhedged · Episode
open.spotify.com
July 8, 2026 at 9:11 AM
Me & @robarmstrong.bsky.social here with
- Saaspocalypse
- sassy AI
- Eggs
- a bit of football trolling
open.spotify.com/episode/0ya9...
- Saaspocalypse
- sassy AI
- Eggs
- a bit of football trolling
open.spotify.com/episode/0ya9...
The actual SaaSpocalypse risk isn’t customers vibe coding their own versions of Salesforce or Workday. It’s that agentic coding makes it easier for startups to build fully functional competitors and compete on price.
However that isn’t a trend you see in six months. We’ll find out in a few years.
However that isn’t a trend you see in six months. We’ll find out in a few years.
September 12, 2026 at 1:15 PM
The actual SaaSpocalypse risk isn’t customers vibe coding their own versions of Salesforce or Workday. It’s that agentic coding makes it easier for startups to build fully functional competitors and compete on price.
However that isn’t a trend you see in six months. We’ll find out in a few years.
However that isn’t a trend you see in six months. We’ll find out in a few years.
Okta shot up 30% Friday, while Snowflake jumped 50% this week.
The SaaSpocalypse narrative is being rewritten as it turns out AI adoption means businesses use SaaS services like identity and data warehouses more versus vibe code their own solutions.
Duh.
The SaaSpocalypse narrative is being rewritten as it turns out AI adoption means businesses use SaaS services like identity and data warehouses more versus vibe code their own solutions.
Duh.
Software stocks wrap up best month since 2001 as talk of 'SaaSpocalypse' subsides
Snowflake and Okta both saw record stock pops this week as investors found favor in their AI software strategies.
www.cnbc.com
May 30, 2026 at 8:19 PM
Okta shot up 30% Friday, while Snowflake jumped 50% this week.
The SaaSpocalypse narrative is being rewritten as it turns out AI adoption means businesses use SaaS services like identity and data warehouses more versus vibe code their own solutions.
Duh.
The SaaSpocalypse narrative is being rewritten as it turns out AI adoption means businesses use SaaS services like identity and data warehouses more versus vibe code their own solutions.
Duh.
Joined @chrislhayes.bsky.social on Why Is This Happening's AI End Game series to talk about the economics of the AI bubble, how it lacks the traits of previous software booms, what the SaaSpocalypse actually means, and why there's no path to profitability.
podcasts.apple.com/us/podcast/t...
podcasts.apple.com/us/podcast/t...
The AI End Game: Boom to Bust?
Podcast Episode · Why Is This Happening? The Chris Hayes Podcast · June 9 · 55m
podcasts.apple.com
June 9, 2026 at 5:24 PM
Joined @chrislhayes.bsky.social on Why Is This Happening's AI End Game series to talk about the economics of the AI bubble, how it lacks the traits of previous software booms, what the SaaSpocalypse actually means, and why there's no path to profitability.
podcasts.apple.com/us/podcast/t...
podcasts.apple.com/us/podcast/t...
SaaSpocalypse deferred ft.trib.al/Xfj0mOB | opinion
SaaSpocalypse deferred
The moats hold, for now
ft.trib.al
July 6, 2026 at 6:14 AM
SaaSpocalypse deferred ft.trib.al/Xfj0mOB | opinion
Why the ‘SaaSpocalypse’ doomsayers are wrong ft.trib.al/S2gFX68 | opinion
Why the ‘SaaSpocalypse’ doomsayers are wrong
Every major tech platform shift follows the same pattern: short-term pain for long-term gain
ft.trib.al
April 8, 2026 at 4:11 PM
Why the ‘SaaSpocalypse’ doomsayers are wrong ft.trib.al/S2gFX68 | opinion
$IGV from SaaSpocalypse to the second coming of 2026 gains
June 1, 2026 at 7:49 PM
$IGV from SaaSpocalypse to the second coming of 2026 gains
there will be no saaspocalypse
the last 20 years made it clear people dont want to run infrastructure
that tells us they definitely dont want to run tons of bespoke services that add uncertainty and complication to their lives
hugest duh possible
www.cnbc.com/2026/08/07/s...
the last 20 years made it clear people dont want to run infrastructure
that tells us they definitely dont want to run tons of bespoke services that add uncertainty and complication to their lives
hugest duh possible
www.cnbc.com/2026/08/07/s...
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
This week saw massive moves in both directions for software stocks, as investors try to figure out which names are best insulated from artificial intelligence.
www.cnbc.com
August 9, 2026 at 8:20 PM
there will be no saaspocalypse
the last 20 years made it clear people dont want to run infrastructure
that tells us they definitely dont want to run tons of bespoke services that add uncertainty and complication to their lives
hugest duh possible
www.cnbc.com/2026/08/07/s...
the last 20 years made it clear people dont want to run infrastructure
that tells us they definitely dont want to run tons of bespoke services that add uncertainty and complication to their lives
hugest duh possible
www.cnbc.com/2026/08/07/s...
Say goodbye to the SaaSpocalypse and hello to the RenaiSaaS ft.trib.al/uEz684s | opinion
Say goodbye to the SaaSpocalypse and hello to the RenaiSaaS
Software companies have shown they can be beneficiaries of AI, rather than easy targets for it, though some risks remain
ft.trib.al
September 10, 2026 at 6:33 PM
Say goodbye to the SaaSpocalypse and hello to the RenaiSaaS ft.trib.al/uEz684s | opinion
How the SaaSpocalypse will hit private equity ft.trib.al/PFiinJf | opinion
How the SaaSpocalypse will hit private equity
Private capital has eagerly embraced the software sector in recent years — and now markdowns are coming for many
ft.trib.al
February 10, 2026 at 1:58 PM
How the SaaSpocalypse will hit private equity ft.trib.al/PFiinJf | opinion
So much for the SaaSpocalypse.
Salesforce raised its full year guidance and announced a Claudeforce partnership with Anthropic. It’s AI ARR now almost $4B.
Okta also raised its full year guidance and operating profit more than doubled.
The market bet wrong on vibe coded alternatives killing them
Salesforce raised its full year guidance and announced a Claudeforce partnership with Anthropic. It’s AI ARR now almost $4B.
Okta also raised its full year guidance and operating profit more than doubled.
The market bet wrong on vibe coded alternatives killing them
August 28, 2026 at 11:19 AM
So much for the SaaSpocalypse.
Salesforce raised its full year guidance and announced a Claudeforce partnership with Anthropic. It’s AI ARR now almost $4B.
Okta also raised its full year guidance and operating profit more than doubled.
The market bet wrong on vibe coded alternatives killing them
Salesforce raised its full year guidance and announced a Claudeforce partnership with Anthropic. It’s AI ARR now almost $4B.
Okta also raised its full year guidance and operating profit more than doubled.
The market bet wrong on vibe coded alternatives killing them
Part of how I feel about the "SaaSpocalypse."
September 5, 2026 at 5:32 PM
Part of how I feel about the "SaaSpocalypse."