Over a trillion dollars has been wiped from software stocks. Traders are calling it the SaaS Apocalypse, and the sell-off is only accelerating. In this episode of In The Loop, I break down why markets are panicking, what happens when the cost of creation collapses to near zero, and what software actually becomes on the other side of this shift.

⏭️ Episode Highlights

(01:46) – What's actually happening in the market and the $830B sell-off(03:14) – The catalyst: Anthropic's Claude Cowork plugins and the legal sector collapse

(05:06) – Thomson Reuters: strong earnings, plunging stock — why good numbers don't matter right now

(10:27) – The Jevons Paradox and why cheaper software means more software, not less

(18:22) – Broken business models, API companies, and what comes next🤝 We’re Social

Stay in the loop—even when you’re not listening to this podcast.

Jack Houghton

LinkedIn - https://www.linkedin.com/in/jack-houghton1/

TikTok - @jackschats

Mindset Ai

Mindset AI website - https://bit.ly/40lJr6B

Newsletter - https://bit.ly/ITLnewsletter

LinkedIn - https://www.linkedin.com/company/mindset-ai/

YouTube - https://www.youtube.com/@GetMindsetAI

TikTok - @get.mindset.ai