Since Anthropic released Claude Cowork plugins in January 2026, approximately $300 billion in market value has evaporated from the software sector. Major names like Salesforce, Adobe, and ServiceNow are down 25-30% year-to-date. But is the AI threat to SaaS real, or has fear created a contrarian buying opportunity? We examine the disruption thesis, what separates vulnerable software companies from survivors, and whether smart money is buying the dip.
This content is for informational and educational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before making investment decisions.
This episode was generated with AI assistance.