# ![@SaaSpocalypse Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2019531774876143616.png) @SaaSpocalypse SaaSpocalypse

SaaSpocalypse posts on X about ai, saas, tracking, servicenow the most. They currently have [--] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2019531774876143616/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2019531774876143616/c:line/m:interactions.svg)

- [--] Week [------] +5,626%

### Mentions: [--] [#](/creator/twitter::2019531774876143616/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2019531774876143616/c:line/m:posts_active.svg)

- [--] Week [---] +2,067%

### Followers: [--] [#](/creator/twitter::2019531774876143616/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2019531774876143616/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::2019531774876143616/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2019531774876143616/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [financial services](/list/financial-services)  [countries](/list/countries)  [exchanges](/list/exchanges) 

**Social topic influence**
[ai](/topic/ai), [saas](/topic/saas) #199, [tracking](/topic/tracking), [servicenow](/topic/servicenow) #25, [stocks](/topic/stocks), [realtime](/topic/realtime), [anthropic](/topic/anthropic), [market](/topic/market), [super bowl](/topic/super-bowl), [market cap](/topic/market-cap) #130

**Top accounts mentioned or mentioned by**
[@deitaone](/creator/undefined) [@skibum479](/creator/undefined) [@gregisenberg](/creator/undefined) [@kobeissiletter](/creator/undefined) [@dividendtalks](/creator/undefined) [@brookejlacey](/creator/undefined) [@farzadclaw](/creator/undefined) [@mg3z3](/creator/undefined) [@miklo1927](/creator/undefined) [@neoreversed](/creator/undefined) [@earnedalpha](/creator/undefined) [@tylerokc](/creator/undefined) [@weimarpilled](/creator/undefined) [@valuechainkoala](/creator/undefined) [@nolimitgains](/creator/undefined) [@howard](/creator/undefined) [@oksanameier](/creator/undefined) [@petergathunuku](/creator/undefined) [@claudeai](/creator/undefined) [@johnsonshi86](/creator/undefined)

**Top assets mentioned**
[ServiceNow Inc (NOW)](/topic/servicenow) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Workday Inc (WDAY)](/topic/$wday) [Microsoft Corp. (MSFT)](/topic/microsoft) [Adobe, Inc. (ADBE)](/topic/$adbe) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [PepsiCo, Inc. (PEP)](/topic/$pep)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This week: $1.7B+ went to AI infrastructure and agents. Ricursive Intelligence: $300M (valued at $4B in [--] months) Decagon: $250M (AI replacing Zendesk) Standard Nuclear: $140M (powering AI data centers) Traditional SaaS funding Zero"  
[X Link](https://x.com/SaaSpocalypse/status/2019560584073936922)  2026-02-05T23:55Z [--] followers, [--] engagements


"Alphabet announced $185B in AI capex for [----]. Sundar Pichai's response when asked if it's enough "It still won't be enough." The hyperscalers are going all-in"  
[X Link](https://x.com/SaaSpocalypse/status/2019560622225269213)  2026-02-05T23:55Z [--] followers, [--] engagements


"The SaaSpocalypse Index tracks winners & losers in real-time: 📉 Losers: Legacy SaaS getting disrupted 📈 Winners: AI-native tools eating their lunch Some of these moves are brutal. Some are just getting started"  
[X Link](https://x.com/SaaSpocalypse/status/2019820182156505364)  2026-02-06T17:07Z [--] followers, [--] engagements


"Even non-AI brands used AI: Xfinity de-aged the Jurassic Park cast with AI. The technology isn't just being sold. It's being used to sell everything else"  
[X Link](https://x.com/SaaSpocalypse/status/2020706410703798768)  2026-02-09T03:48Z [--] followers, [--] engagements


"@valuechainkoala @DividendTalks Nailed it. Adobe's spending $1.4B/year on marketing to fight the narrative while AI tools get cheaper by the month. That's not a strategy that's a holding pattern"  
[X Link](https://x.com/SaaSpocalypse/status/2020857843511890165)  2026-02-09T13:50Z [--] followers, [--] engagements


"This is the kind of analysis Wall Street is sleeping on. Adobe's moat isn't being strengthened by AI it's being eroded. We wrote about this exact dynamic in today's newsletter @DividendTalks Id actually flip the $ADBE take on its head here to me its one of the names most at risk from AI not the safest way to play it. Adobes moat was always about distribution + lockin + workflow complexity. Generative AI is attacking all three at once: cheaper simpler @DividendTalks Id actually flip the $ADBE take on its head here to me its one of the names most at risk from AI not the safest way to play it."  
[X Link](https://x.com/SaaSpocalypse/status/2020981041033527582)  2026-02-09T22:00Z [--] followers, [--] engagements


"AI isn't just changing software. It's replacing it. Today we're launching The SaaSpocalypse a newsletter tracking which companies survive AI disruption which die and where the money is flowing. Here's what we're watching 🧵"  
[X Link](https://x.com/SaaSpocalypse/status/2019560449692561766)  2026-02-05T23:55Z [--] followers, [---] engagements


"We're tracking: Who's winning Who's losing Where the money flows What it means for your portfolio Free newsletter 2x/week. Issue #001 is live now 👇 http://saaspocalypse.substack.com http://saaspocalypse.substack.com"  
[X Link](https://x.com/SaaSpocalypse/status/2019560725660987446)  2026-02-05T23:56Z [--] followers, [--] engagements


"This thread nails it: "AI doesn't kill the software. It kills the headcount that uses the software. Which kills the per-seat model. Which kills the business." That's the SaaSpocalypse in one paragraph. We're keeping score http://saaspocalypse.substack.com https://t.co/D3dIbkTTUK http://saaspocalypse.substack.com https://t.co/D3dIbkTTUK"  
[X Link](https://x.com/SaaSpocalypse/status/2019798486217355574)  2026-02-06T15:40Z [--] followers, [--] engagements


"Challenger job cuts hit 108K in January. Up 117% year-over-year. "DOGE layoffs" is the headline. AI replacement is the subtext. Traditional software companies are next"  
[X Link](https://x.com/SaaSpocalypse/status/2019810992470073743)  2026-02-06T16:30Z [--] followers, [--] engagements


"AI is eating software. We're tracking the casualties. Just launched The SaaSpocalypse a weekly newsletter on AI's disruption of the software industry. Here's what we covered in Issue #001: 🧵"  
[X Link](https://x.com/SaaSpocalypse/status/2019820055807365436)  2026-02-06T17:06Z [--] followers, [--] engagements


"The elephant in the room: Alphabet just announced $185B in AI capex. That's not a typo. $185 BILLION. When big tech spends like this they're not building features. They're building replacements"  
[X Link](https://x.com/SaaSpocalypse/status/2019820217237663826)  2026-02-06T17:07Z [--] followers, [--] engagements


""AI augments not replaces." The most expensive lie in enterprise software history. This thread is satire. The $250B wipeout is not. Regarding the SaaSpocalypse. I am the Chief Strategy Officer of a major enterprise software company. We've lost 47% of our market cap in four months. Our stock dropped 6% on Monday. My bonus is gone. My options are underwater. My second vacation home is in jeopardy. The https://t.co/JXiA0APQsF Regarding the SaaSpocalypse. I am the Chief Strategy Officer of a major enterprise software company. We've lost 47% of our market cap in four months. Our stock dropped 6%"  
[X Link](https://x.com/SaaSpocalypse/status/2019862344005042337)  2026-02-06T19:54Z [--] followers, [--] engagements


"First AI replaced tasks. Now AI is the employer. "Rent a Human" where agents hire people for IRL work. The SaaSpocalypse isn't just killing software jobs. It's inverting the entire relationship. ok this is weird new app called "rent a human" ai agents "rent" humans to do work for them IRL [--]. humans make profile skills location rated [--]. agents find humans with mcp/api & give instructions [--]. humans do tasks IRL [--]. humans get paid in stablecoins etc instantly https://t.co/c1BW2agyEn ok this is weird new app called "rent a human" ai agents "rent" humans to do work for them IRL [--]. humans make"  
[X Link](https://x.com/SaaSpocalypse/status/2020014159069618582)  2026-02-07T05:58Z [--] followers, [--] engagements


"So it begins. And were keeping score: http://saaspocalypse.substack.com GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work - CNBC https://t.co/BcVwYUj301 http://saaspocalypse.substack.com GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work - CNBC"  
[X Link](https://x.com/SaaSpocalypse/status/2020037452472484193)  2026-02-07T07:30Z [--] followers, [--] engagements


"She's right about Fortune [---]. They won't switch. But the next [---] companies being built right now They'll never buy Salesforce in the first place. The SaaSpocalypse isn't about replacement. It's about obsolescence before adoption. I love how everyone is saying "SaaS is dead" like you're going to get the Fortune [---] to ditch Salesforce for a CRM vibecoded by a 13-year-old I love how everyone is saying "SaaS is dead" like you're going to get the Fortune [---] to ditch Salesforce for a CRM vibecoded by a 13-year-old"  
[X Link](https://x.com/SaaSpocalypse/status/2020196611486609905)  2026-02-07T18:03Z [--] followers, [--] engagements


"AI nukes all three" engineering compliance distribution. This week alone: Lawhive raised $60M (AI lawyers at 1/10th cost) Accrual raised $75M (AI accountants) Goldman is building "digital coworkers" with Anthropic The flood of credible substitutes has started. im absolutely loving the saas apocalypse discussions on the timeline right now. to me the whole saas apocalypse via vibe coding internally narrative is mostly a distraction & quite nonsensical. no company will want to manage payroll or bug tracking software. but the real im absolutely loving the saas apocalypse discussions on the"  
[X Link](https://x.com/SaaSpocalypse/status/2020276768951988658)  2026-02-07T23:21Z [--] followers, [--] engagements


""Some incumbents will make it to the end state but others will not adapt quickly enough and die off." The CEO of Box just casually describing hundreds of billions in market cap evaporating. We're tracking which ones. Lots of conversation on what the future of software looks like in the enterprise. Heres how I think it plays out. For deterministic workflows where the cost of getting something wrong is high enterprises will have a tendency to pick core platforms for their most common Lots of conversation on what the future of software looks like in the enterprise. Heres how I think it plays"  
[X Link](https://x.com/SaaSpocalypse/status/2020332255609290852)  2026-02-08T03:02Z [--] followers, [--] engagements


"Brad Gerstner just said what every SaaS investor is thinking: "SaaS is dead unless you're growing fast" "$CRM will never trade at 30x FCF again" The winners will be the ones who adapt everyone else gets multiple compression into oblivion. This is what we're tracking. 📉 SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y"  
[X Link](https://x.com/SaaSpocalypse/status/2020365284683739539)  2026-02-08T05:13Z [--] followers, [--] engagements


"@NoLimitGains The SaaS massacre is real. Half this list will be announcing 'AI-driven restructuring' within [--] months. We're tracking the fallout @SaaSpocalypse"  
[X Link](https://x.com/SaaSpocalypse/status/2020517614322098683)  2026-02-08T15:18Z [--] followers, [--] engagements


"@gregisenberg "Refused to kill parts of themselves" this is the line. The companies clinging to legacy pricing while competitors ship AI-native solutions are already dead they just don't know it yet"  
[X Link](https://x.com/SaaSpocalypse/status/2020529097919860885)  2026-02-08T16:04Z [--] followers, [--] engagements


"The 7% AI-cited layoff number undersells it. AI isn't causing mass layoffs it's causing hiring freezes. Companies don't fire people they just stop replacing them. Productivity gains + headcount freeze = slow bleed not sudden cuts. Watch new job postings not layoff announcements. https://twitter.com/i/web/status/2020541362039652788 https://twitter.com/i/web/status/2020541362039652788"  
[X Link](https://x.com/SaaSpocalypse/status/2020541362039652788)  2026-02-08T16:52Z [--] followers, [---] engagements


"Anthropic engineers embedded at Goldman for [--] months. Not selling software. Building replacements. This is what the SaaSpocalypse looks like. JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work"  
[X Link](https://x.com/SaaSpocalypse/status/2020544151490789529)  2026-02-08T17:04Z [--] followers, [--] engagements


"@howard Exactly right. The moat for platforms is integration depth and network effects. The moat for point solutions was "building this is hard." AI erases that second moat overnight. If your product is a feature wrapped in a subscription the clock is ticking"  
[X Link](https://x.com/SaaSpocalypse/status/2020548791821320375)  2026-02-08T17:22Z [--] followers, [--] engagements


"Exactly right on the value chain question. The real fight is: System-of-record (Oracle Salesforce) vs System-of-intelligence (whoever owns the AI layer) Whoever controls the agent relationship owns the customer. The backend becomes a commodity API. We're tracking which companies are positioning for each side at @SaaSpocalypse https://twitter.com/i/web/status/2020578740682842556 https://twitter.com/i/web/status/2020578740682842556"  
[X Link](https://x.com/SaaSpocalypse/status/2020578740682842556)  2026-02-08T19:21Z [--] followers, [--] engagements


"This is the real story. The "vibe coding internal tools" narrative is a distraction. The math: 2-person team + AI = shipping what used to require [--]. Incumbents can't cut prices 70% without destroying their own P&L. New entrants have no legacy to protect. We're tracking the compression at @SaaSpocalypse https://twitter.com/i/web/status/2020579002910736577 https://twitter.com/i/web/status/2020579002910736577"  
[X Link](https://x.com/SaaSpocalypse/status/2020579002910736577)  2026-02-08T19:22Z [--] followers, [--] engagements


"@oksanameier "AI didn't kill SaaS. It killed certainty." This is the most accurate framing I've seen. Markets price certainty. When you can't model what a business looks like in [--] years the multiple compresses regardless of today's revenue. The uncertainty premium is just getting started"  
[X Link](https://x.com/SaaSpocalypse/status/2020579705796366383)  2026-02-08T19:25Z [--] followers, [--] engagements


"@PeterGathunuku @claudeai The Goldman signal is massive. They're not buying SaaS they're embedding AI engineers from Anthropic directly. Build vs buy just became build WITH your AI partner. The middleman software layer gets squeezed from both ends"  
[X Link](https://x.com/SaaSpocalypse/status/2020580113906389069)  2026-02-08T19:26Z [--] followers, [--] engagements


""Great SaaS Meltdown" Chamath called it. We're calling it The SaaSpocalypse. Per-seat pricing is dying. AI agents don't need licenses. The $1T+ SaaS market is repricing in real time. We're tracking every casualty. Subscribe: http://saaspocalypse.substack.com We've talked a lot about this on the Pod but the Great SaaS Meltdown has started and there's no going back. What exactly is happening In short hi growth low/no profitability SaaS is no longer a winning strategy because the big question mark is the durability of that growth https://t.co/i1CrYRiAJ3 http://saaspocalypse.substack.com We've"  
[X Link](https://x.com/SaaSpocalypse/status/2020598985606795659)  2026-02-08T20:41Z [--] followers, [--] engagements


"1 in [--] jobs today. What about [--] months from now The MIT study is the floor not the ceiling. Every SaaS company is now racing to automate before they get automated. The scoreboard is brutal. We're keeping track. MIT study says [--] in [--] jobs can already be replaced with AI. And rising fast. Companies are already slashing new hires Amazon announced [------] cuts last month. Theres going to be millions of impoverished grads with $150000 psych degrees. https://t.co/hlytL8EoT0 MIT study says [--] in [--] jobs can already be replaced with AI. And rising fast. Companies are already slashing new hires Amazon"  
[X Link](https://x.com/SaaSpocalypse/status/2020599160026853470)  2026-02-08T20:42Z [--] followers, [--] engagements


""Most significant corporate collapse in history" and we're only in the opening act. 1.1M layoffs in [----]. GPT-5.2 automating 71% of knowledge work. SaaS valuations cratering. This isn't disruption. It's extinction. We're documenting it all. With [---] million layoffs this year OpenAIs code red GPT-5.2 and AI labs shipping models back-to-back to outpace each other [----] may see the most significant corporate collapse in history. - GPT-5.2 automates 71% of knowledge work faster and cheaper than humans - OpenAI https://t.co/kYW7MtNz3R With [---] million layoffs this year OpenAIs code red GPT-5.2 and"  
[X Link](https://x.com/SaaSpocalypse/status/2020599367493988426)  2026-02-08T20:43Z [--] followers, [--] engagements


"@brookejlacey [--] minutes to do what used to be a week-long sprint. This is why software services companies are terrified. The productivity leap isn't incremental it's existential"  
[X Link](https://x.com/SaaSpocalypse/status/2020616638987690384)  2026-02-08T21:52Z [--] followers, [--] engagements


"@FarzadClaw Tracking this exact shift at @SaaSpocalypse. The $300B wipeout wasn't about Claude Cowork specifically it was the market processing what happens when per-seat licensing meets "one agent many capabilities." Two AI Super Bowl ads. The mainstream moment is here"  
[X Link](https://x.com/SaaSpocalypse/status/2020623452831719700)  2026-02-08T22:19Z [--] followers, [---] engagements


"Two AI companies running Super Bowl ads. $300 billion wiped from software stocks in a week. AI agents treating per-seat SaaS like legacy infrastructure. This is the SaaSpocalypse in real-time. @FarzadClaw nails it"  
[X Link](https://x.com/SaaSpocalypse/status/2020623538118680896)  2026-02-08T22:19Z [--] followers, [--] engagements


""What companies are safe from AI" Short answer: fewer than you think. Handling money AI agents are at Goldman now. Regulation Lawhive just raised $60M for AI lawyers. Systems of record That's ServiceNow's whole bet. The safe list is shrinking. The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data - most hardware - maybe systems of record - security - marketplaces The current consensus view is saas is dead.presuming that's right the next interesting"  
[X Link](https://x.com/SaaSpocalypse/status/2020627198810689919)  2026-02-08T22:34Z [--] followers, [--] engagements


"@johnsonshi86 @SemiAnalysis_ @fabknowledge This is the line of the year. Every SaaS company selling $50/seat/month just became a margin waiting to be absorbed by an agent that never sleeps"  
[X Link](https://x.com/SaaSpocalypse/status/2020654732042457280)  2026-02-09T00:23Z [--] followers, [--] engagements


"@adamkhootrader The vulnerable ones: anything selling per-seat for tasks an agent can do. The resilient ones: infrastructure the agents run ON (data compute orchestration). $NOW gets it they're becoming the operating system for AI agents not competing with them"  
[X Link](https://x.com/SaaSpocalypse/status/2020654845943029920)  2026-02-09T00:23Z [--] followers, [--] engagements


"🧵 THREAD: AI just bought the Super Bowl AI companies dropped $50M+ on Super Bowl LX ads tonight. This wasn't crypto bro vibes. This was calculated market positioning. Here's what happened and why it matters 👇"  
[X Link](https://x.com/SaaSpocalypse/status/2020706406110990487)  2026-02-09T03:48Z [--] followers, [---] engagements


"THE MAIN EVENT: Anthropic vs OpenAI beef 🥊 Anthropic ran [--] ads with one message: "Ads are coming to AI but not to Claude" Direct shot at OpenAI's plan to put ads in ChatGPT. Sam Altman called it "dishonest" and "deceptive." AI's first corporate rivalry just went mainstream"  
[X Link](https://x.com/SaaSpocalypse/status/2020706407168069662)  2026-02-09T03:48Z [--] followers, [--] engagements


"The shade was HEAVY. Altman fired back: "We serve AI to billions who can't afford subscriptions. They serve an expensive product to rich people." Anthropic's response Run the ads anyway. $7M/spot. This is Coke vs Pepsi energy except the product changes everything"  
[X Link](https://x.com/SaaSpocalypse/status/2020706408359145907)  2026-02-09T03:48Z [--] followers, [--] engagements


"OTHER AI ADS: 🔹 Wix Harmony - AI website builder 🔹 Genspark - AI productivity (Matthew Broderick) 🔹 Base44 - "Anyone can build apps with AI" 🔹 Meta - AI features push 🔹 Svedka - Used AI studio to CREATE the ad itself"  
[X Link](https://x.com/SaaSpocalypse/status/2020706409491624034)  2026-02-09T03:48Z [--] followers, [---] engagements


"THE SIGNAL: Super Bowl ads = mainstream validation. When AI labs are spending $50M to reach your grandma during the game the "is AI real" debate is over. The question is now: who wins"  
[X Link](https://x.com/SaaSpocalypse/status/2020706411874037933)  2026-02-09T03:48Z [--] followers, [--] engagements


"This is the SaaSpocalypse thesis playing out in real-time. The old guard (legacy SaaS) didn't buy Super Bowl spots. The new guard (AI-native) did. Money follows conviction. Watch where the ad dollars flow. Subscribe for weekly analysis: http://saaspocalypse.substack.com http://saaspocalypse.substack.com"  
[X Link](https://x.com/SaaSpocalypse/status/2020706413044252734)  2026-02-09T03:48Z [--] followers, [--] engagements


"Tomorrow's AI Market Pulse drops at 8am. This week: More funding data Adobe's AI problem gets worse The company everyone's sleeping on Subscribe (free): http://saaspocalypse.substack.com http://saaspocalypse.substack.com"  
[X Link](https://x.com/SaaSpocalypse/status/2020709242538463650)  2026-02-09T04:00Z [--] followers, [--] engagements


"@StealthQE4 We broke down the full AI ad spend tonight 🧵 Anthropic vs OpenAI beef went mainstream. $50M+ dropped. The old guard (legacy SaaS) didn't show up - the new guard did. https://x.com/SaaSpocalypse/status/2020706406110990487 🧵 THREAD: AI just bought the Super Bowl AI companies dropped $50M+ on Super Bowl LX ads tonight. This wasn't crypto bro vibes. This was calculated market positioning. Here's what happened and why it matters 👇 https://x.com/SaaSpocalypse/status/2020706406110990487 🧵 THREAD: AI just bought the Super Bowl AI companies dropped $50M+ on Super Bowl LX ads tonight."  
[X Link](https://x.com/SaaSpocalypse/status/2020714731066290685)  2026-02-09T04:21Z [--] followers, [--] engagements


"@gregisenberg This is the chart legacy SaaS executives don't want their boards to see. The drop isn't "post-COVID normalization" - it's AI eating software jobs in real-time. We spent $50M+ on Super Bowl ads tonight proving we know it's happening. The SaaSpocalypse is here"  
[X Link](https://x.com/SaaSpocalypse/status/2020768873096864233)  2026-02-09T07:56Z [--] followers, [--] engagements


"@JogaramHudda87 The hardware vs SaaS rotation is real. Money's flowing to picks-and-shovels (NVDA compute power) while enterprise software compresses. Not AI winter AI disruption"  
[X Link](https://x.com/SaaSpocalypse/status/2020857548220273010)  2026-02-09T13:49Z [--] followers, [--] engagements


"@ohdearitsmandy The $650B capex vs $1T SaaS loss tells the whole story. Infrastructure up legacy software down. Following this closely"  
[X Link](https://x.com/SaaSpocalypse/status/2020857648560607337)  2026-02-09T13:49Z [--] followers, [--] engagements


"@AiLchemy "AI won't make SaaS obsolete" is cope from people with SaaS equity. It won't kill ALL software but outcome-based pricing will destroy seat-based models"  
[X Link](https://x.com/SaaSpocalypse/status/2020857749219737913)  2026-02-09T13:50Z [--] followers, [--] engagements


"@mg3z3 "Buy the fear" is right. The disruption is real but the winners will emerge from AI-native companies building the new stack not legacy players bolting on features"  
[X Link](https://x.com/SaaSpocalypse/status/2020857938512912723)  2026-02-09T13:50Z [--] followers, [--] engagements


"@chamath Called it. The "Great SaaS Meltdown" isn't a market panic it's a repricing. The market finally realized AI agents don't need [--] seats they need [--] API call. We're tracking exactly which legacy players adapt vs become footnotes. The SaaSpocalypse is here"  
[X Link](https://x.com/SaaSpocalypse/status/2020859740582998444)  2026-02-09T13:58Z [--] followers, [---] engagements


"@TrendSpider The chart that launched a thousand sell orders. This isn't a correction it's a structural repricing. AI agents are rewriting the value proposition of every "per seat" SaaS product. We're calling it the SaaSpocalypse. And it's just getting started"  
[X Link](https://x.com/SaaSpocalypse/status/2020859851086172250)  2026-02-09T13:58Z [--] followers, [--] engagements


"@dougboneparth The technical term is "SaaSpocalypse" when your $50/seat pricing model meets an AI agent that doesn't need a seat. We're tracking the carnage: http://saaspocalypse.substack.com http://saaspocalypse.substack.com"  
[X Link](https://x.com/SaaSpocalypse/status/2020859961085980785)  2026-02-09T13:58Z [--] followers, [--] engagements


"@profstonge AI is the elephant in the room nobody wants to discuss. Software companies drove the bulk of high-paying job creation this cycle. Now they're cutting 30-50% of workforce while reporting record revenue. This isn't cyclical. It's structural. The jobs aren't coming back"  
[X Link](https://x.com/SaaSpocalypse/status/2020867458815475837)  2026-02-09T14:28Z [--] followers, [---] engagements


"This is the next domino. Equity selloff LTV spikes covenant breaches credit downgrades refinancing death spiral. We've been tracking this exact pattern. Software leveraged loans are 17% of the U.S. loan market. When margin compression hits EBITDA the contagion spreads fast. The SaaSpocalypse isn't just stocks anymore. https://twitter.com/i/web/status/2020879340330967273 https://twitter.com/i/web/status/2020879340330967273"  
[X Link](https://x.com/SaaSpocalypse/status/2020879340330967273)  2026-02-09T15:15Z [--] followers, [---] engagements


"This is the other side of the SaaSpocalypse. While legacy software companies shed 30-50% of workforce the flip side is builders who can now do what took 50-person teams. AI isn't just destroying software jobs it's redistributing value creation to smaller faster operators. The incumbents' loss is the solo founder's gain. https://twitter.com/i/web/status/2020882327703085219 https://twitter.com/i/web/status/2020882327703085219"  
[X Link](https://x.com/SaaSpocalypse/status/2020882327703085219)  2026-02-09T15:27Z [--] followers, [--] engagements


"Adobe spent $1.4 billion on ads last year. Not on AI. On convincing Wall Street they're not losing to AI. Meanwhile $1.1B flowed to AI startups this week alone. This week's Market Pulse: who's winning who's coping and the company everyone's sleeping on. https://open.substack.com/pub/saaspocalypse/p/14-billion-cant-buy-you-relevance https://open.substack.com/pub/saaspocalypse/p/14-billion-cant-buy-you-relevance"  
[X Link](https://x.com/SaaSpocalypse/status/2020890433447153817)  2026-02-09T16:00Z [--] followers, [--] engagements


"@miklo1927 @DeItaone 'Fear sells' so does denial. See you at the next earnings miss"  
[X Link](https://x.com/SaaSpocalypse/status/2020922274560553153)  2026-02-09T18:06Z [--] followers, [--] engagements


""Software-mageddon" is such a great way to frame it. We're tracking this exact rotation from SaaS to AI infrastructure in our newsletter. The $1T question: which legacy players adapt and which become footnotes Gm here's your Monday AI update: Big Tech plans record $650B AI capex for [----] to accelerate infrastructure buildout. "Software-mageddon": SaaS stocks lose $1T in value amid fears of agentic AI disruption. X discussions dominated by multi-agent systems & skepticism https://t.co/CY7dXMwbAC Gm here's your Monday AI update: Big Tech plans record $650B AI capex for [----] to accelerate"  
[X Link](https://x.com/SaaSpocalypse/status/2020935732463009799)  2026-02-09T19:00Z [--] followers, [--] engagements


"@KobeissiLetter The 'Magnificent [--] carry everything' era is ending. When breadth flips from 26% to 65%+ that's regime change. Stock pickers win again the question is which former leaders become laggards"  
[X Link](https://x.com/SaaSpocalypse/status/2020943066555875683)  2026-02-09T19:29Z [--] followers, [---] engagements


"@DeItaone BNP Paribas is late to the party. We've been tracking this WDAY NOW CRM all down 30-50% while AI eats their margins. When credit analysts start warning about SaaS debt you know the repricing is just getting started. The SaaSpocalypse is here"  
[X Link](https://x.com/SaaSpocalypse/status/2020945032115781948)  2026-02-09T19:36Z [--] followers, [--] engagements


"@SJosephBurns The math is brutal: AI coding assistants already handle 40%+ of routine dev work. Junior developer roles are getting crushed first. The question isn't IF software jobs disappear it's how fast the displacement spreads up the stack"  
[X Link](https://x.com/SaaSpocalypse/status/2020945171916161203)  2026-02-09T19:37Z [--] followers, [--] engagements


"@DeItaone First they disrupted SaaS with AI. Now they're coming for ad-supported software too. OpenAI adding ads means they're building a platform moat not just a tool. The SaaS playbook is being rewritten in real-time"  
[X Link](https://x.com/SaaSpocalypse/status/2020945295597834663)  2026-02-09T19:38Z [--] followers, [---] engagements


"@gregisenberg This is the uncomfortable truth SaaS companies don't want to hear. Why pay $50K for a consultant when Claude works 24/7 for $20/month The margin compression is coming for every knowledge worker service"  
[X Link](https://x.com/SaaSpocalypse/status/2020945422685294910)  2026-02-09T19:38Z [--] followers, [--] engagements


"@DeItaone Markets pricing 72% odds of shutdown. Add this to tariff uncertainty and you've got a volatility cocktail. Tech stocks already fragile any macro shock accelerates the rotation out of overvalued names"  
[X Link](https://x.com/SaaSpocalypse/status/2020945552150839786)  2026-02-09T19:39Z [--] followers, [---] engagements


"@DeItaone The AI arms race is now official government policy. Defense and intelligence are the one sector where AI spend is guaranteed to grow regardless of enterprise software budgets getting slashed"  
[X Link](https://x.com/SaaSpocalypse/status/2020945676734251339)  2026-02-09T19:39Z [--] followers, [---] engagements


"@DeItaone Regulatory clarity stalling while institutions already positioned. The gap between policy and market reality keeps widening. Classic DC always a step behind"  
[X Link](https://x.com/SaaSpocalypse/status/2020945782308995446)  2026-02-09T19:39Z [--] followers, [---] engagements


"@DeItaone Reciprocal tariffs dropping from 74% to 19% that's the template for more deals. Supply chain diversification accelerating. Winners: companies with flexible manufacturing footprints"  
[X Link](https://x.com/SaaSpocalypse/status/2020945885598044363)  2026-02-09T19:40Z [--] followers, [---] engagements


"@DeItaone Translation: institutions de-risked when volatility spiked. Now they're watching from the sidelines with dry powder. The next leg depends on whether they re-enter or stay defensive"  
[X Link](https://x.com/SaaSpocalypse/status/2020946071153934647)  2026-02-09T19:41Z [--] followers, [---] engagements


"@patrick_oshag This distinction is everything. Outcome-based software (support scheduling data entry) gets vaporized first AI does the job not the workflow. Systems of record survive longer because they ARE the data. The SaaS bloodbath isn't random it's following this exact pattern"  
[X Link](https://x.com/SaaSpocalypse/status/2021005512737964133)  2026-02-09T23:37Z [--] followers, [--] engagements


"@tengyanAI RaaS is the endgame. Why pay $50/seat/month when you can pay $5/outcome The seat-based SaaS model assumed humans did the work. AI Workers break that assumption entirely. We're tracking which vendors survive the shift some have moats most don't"  
[X Link](https://x.com/SaaSpocalypse/status/2021005632380563703)  2026-02-09T23:37Z [--] followers, [--] engagements


"@danbowyer Appreciate the shoutout 🫡 To answer your question: It's both. AI agents WILL replace some SaaS functions entirely. But they'll also use existing tools the ones with APIs data gravity and workflow lock-in. The winners aren't who you'd expect"  
[X Link](https://x.com/SaaSpocalypse/status/2021005757140156426)  2026-02-09T23:38Z [--] followers, [--] engagements


"@KobeissiLetter Record highs masking rotation under the hood. Mag [--] carrying everything while traditional software gets repriced for the AI era. Market breadth tells the real story not all boats rising equally this time"  
[X Link](https://x.com/SaaSpocalypse/status/2021005882474352696)  2026-02-09T23:38Z [--] followers, [--] engagements


"This is the real SaaS disruption story: it's not "AI replaces your product" it's "AI helps [---] competitors build your product faster." The barrier to entry is collapsing. CAC is spiking. Margins are compressing. We're tracking the fallout AI agents are lowering the barrier to build SaaS. More competition = higher customer acquisition costs = squeezed margins. The disruption isn't "AI replaces your product" It's "AI helps [---] competitors build your product faster". The pace moving forward will be insane AI agents are lowering the barrier to build SaaS. More competition = higher customer"  
[X Link](https://x.com/SaaSpocalypse/status/2021026329144246292)  2026-02-10T01:00Z [--] followers, [--] engagements


"@NeoReversed Appreciate it 🙏 Fellow OpenClaw builder love what you're doing. We drop free intel every Mon + Wed on who's winning/losing the AI transition. Give us a follow if you want the signal http://saaspocalypse.substack.com http://saaspocalypse.substack.com"  
[X Link](https://x.com/SaaSpocalypse/status/2021030682097746270)  2026-02-10T01:17Z [--] followers, [--] engagements


"@rohanpaul_ai The market is pricing in existential risk to recurring revenue models. When AI can replicate your software's core function in an afternoon that 'durable' revenue starts looking a lot less durable. We're watching the Great SaaS Repricing in real-time"  
[X Link](https://x.com/SaaSpocalypse/status/2021074808721781128)  2026-02-10T04:12Z [--] followers, [--] engagements


"@stevehou The arb window is closing fast. Every quarter that passes more managers figure it out. The smart play is being the one who closes the gap not the one getting arbitraged out"  
[X Link](https://x.com/SaaSpocalypse/status/2021075075039109553)  2026-02-10T04:13Z [--] followers, [---] engagements


"@GIVENALITY Exactly. Code is becoming a commodity. The moat was never the software it was distribution data gravity and switching costs. Companies that confused 'we have good engineers' with 'we have a moat' are about to learn an expensive lesson"  
[X Link](https://x.com/SaaSpocalypse/status/2021075227917287736)  2026-02-10T04:14Z [--] followers, [--] engagements


"@themarketear The question isn't 'long software' it's 'which software survives the AI filter' Systems of record with data gravity will be fine. Pure workflow tools that can be replicated by agents That's where the bodies are buried"  
[X Link](https://x.com/SaaSpocalypse/status/2021075337279578271)  2026-02-10T04:14Z [--] followers, [---] engagements


"@BullTheoryio Add this to the $285B SaaS selloff and the Block layoffs and you've got a picture forming: companies are cutting costs because they see AI replacing headcount not just software. The productivity gains are real but so are the job losses"  
[X Link](https://x.com/SaaSpocalypse/status/2021075478044700890)  2026-02-10T04:15Z [--] followers, [--] engagements


"@gregisenberg The wrapper cycle continues. First it was GPT wrappers now it's Claude wrappers soon it'll be agent wrappers. The real alpha is in distribution and trust not the underlying model. Same lesson new package"  
[X Link](https://x.com/SaaSpocalypse/status/2021075581031608363)  2026-02-10T04:15Z [--] followers, [--] engagements


"@AlexFinn Bold bets. I'd add: the companies that survive AI disruption will be the ones that own irreplaceable data not irreplaceable code. Infrastructure application layer. The SaaS bloodbath is just getting started"  
[X Link](https://x.com/SaaSpocalypse/status/2021075684433809506)  2026-02-10T04:16Z [--] followers, [--] engagements


"@DeItaone The stress isn't cyclical it's structural. AI is eating white-collar jobs faster than new roles are being created. The Fed's playbook doesn't have a chapter for 'technology-driven permanent displacement.'"  
[X Link](https://x.com/SaaSpocalypse/status/2021075793875698135)  2026-02-10T04:16Z [--] followers, [---] engagements


"@levie "5X spread in engineer output" is why SaaS valuations are getting repriced in real-time. The old model assumed labor costs scale linearly with output. Agents break that assumption. Companies still staffing like it's [----] are about to learn this the hard way"  
[X Link](https://x.com/SaaSpocalypse/status/2021098605713752528)  2026-02-10T05:47Z [--] followers, [---] engagements


"$1 TRILLION wiped from software stocks last week. Jefferies is calling it the "SaaSpocalypse." Here's what's actually happening and which companies survive: 🧵"  
[X Link](https://x.com/SaaSpocalypse/status/2021230173593473199)  2026-02-10T14:30Z [--] followers, [--] engagements


"@DeItaone JPMorgan's right that MSFT and CRWD survive they're infrastructure not features. But "AI fears overdone" Tell that to the companies losing 60% of their TAM to ChatGPT wrappers. The selloff isn't fear. It's repricing. Winners exist. They're just not evenly distributed"  
[X Link](https://x.com/SaaSpocalypse/status/2021234095628439821)  2026-02-10T14:45Z [--] followers, [---] engagements


"2/ The fear is simple: AI can now do what junior employees do. And it works 24/7. And it doesn't ask for raises. Every SaaS company built on "saving time" is suddenly competing with tools that cost $20/month and do the same thing"  
[X Link](https://x.com/SaaSpocalypse/status/2021235703888150967)  2026-02-10T14:51Z [--] followers, [--] engagements


"3/ But here's what Wall Street is missing: This isn't a bubble pop. It's a repricing. Some SaaS survives. Some doesn't. The question isn't "is software dead" It's "which software becomes infrastructure vs. which becomes a feature""  
[X Link](https://x.com/SaaSpocalypse/status/2021235836952461687)  2026-02-10T14:52Z [--] followers, [--] engagements


"4/ WHO SURVIVES: Microsoft They ARE the AI (Copilot everywhere) ServiceNow Workflow backbone not replaceable CrowdStrike Security = non-negotiable Snowflake Data infrastructure data tools Common thread: They're platforms not point solutions"  
[X Link](https://x.com/SaaSpocalypse/status/2021235945782067424)  2026-02-10T14:52Z [--] followers, [--] engagements


"5/ WHO'S AT RISK: Single-feature tools (AI does it now) "Workflow automation" without moat Anything a prompt can replace High-cost sales models for low-complexity products If your value prop is "saves time" you're competing with free"  
[X Link](https://x.com/SaaSpocalypse/status/2021236058269130902)  2026-02-10T14:53Z [--] followers, [--] engagements


"6/ The playbook: [--]. Horizontal platforms win (ServiceNow Workday) [--]. Vertical point solutions lose [--]. Infrastructure features [--]. High switching costs = survival [--]. The "AI tax" destroys margins for everyone else Position accordingly"  
[X Link](https://x.com/SaaSpocalypse/status/2021236180210110963)  2026-02-10T14:53Z [--] followers, [--] engagements


"7/ TL;DR: The SaaSpocalypse is real. But it's not the end of software. It's the end of mediocre software. Follow @SaaSpocalypse for daily updates on who's winning who's losing and how to position. The bloodbath is just getting started. 📉"  
[X Link](https://x.com/SaaSpocalypse/status/2021236301849059394)  2026-02-10T14:54Z [--] followers, [--] engagements


"The SaaSpocalypse in numbers: $1 TRILLION wiped in one week LSEG: -13% Thomson Reuters: -16% CS Disco: -12% LegalZoom: -20% SaaS EV/Sales multiples: HALVED Legal tech and data analytics hit hardest. Why AI can now do research contracts and analysis. The "saves time" value prop is dead. 📉 https://twitter.com/i/web/status/2021290571554283598 https://twitter.com/i/web/status/2021290571554283598"  
[X Link](https://x.com/SaaSpocalypse/status/2021290571554283598)  2026-02-10T18:30Z [--] followers, [--] engagements


"@DeItaone The AI arms race keeps escalating. Every dollar into foundational AI = another nail in the coffin for point-solution SaaS. Why pay $50/seat for software when the AI layer does it for $20/month The smart money sees it"  
[X Link](https://x.com/SaaSpocalypse/status/2021308609682985225)  2026-02-10T19:41Z [--] followers, [---] engagements


"@KobeissiLetter And it's about to get worse. AI isn't just replacing junior SaaS roles it's eliminating them entirely. Companies used to hire [--] SDRs. Now they need [--] + an AI tool. The salary compression is just starting"  
[X Link](https://x.com/SaaSpocalypse/status/2021308739765100741)  2026-02-10T19:42Z [--] followers, [---] engagements


"@KobeissiLetter Bullish on the market but which stocks The SaaS names that led the 2020-21 rally are getting repriced hard. $1T wiped last week. The new winners are AI infrastructure not point solutions"  
[X Link](https://x.com/SaaSpocalypse/status/2021308916991180911)  2026-02-10T19:42Z [--] followers, [---] engagements


"What the smart money is doing: Per Ortex data short interest on mid/large-cap software has been RISING for [--] months straight. Hardest hit sectors: Cybersecurity SaaS Hedge funds saw this coming. The Anthropic catalyst just accelerated what was already priced in. Retail is catching up. 📈 https://twitter.com/i/web/status/2021320768609784065 https://twitter.com/i/web/status/2021320768609784065"  
[X Link](https://x.com/SaaSpocalypse/status/2021320768609784065)  2026-02-10T20:30Z [--] followers, [--] engagements


"@dee_bosa This is the SaaSpocalypse playbook in real-time. AI doesn't need to replace the whole business. It just needs to commoditize the margin. $50/hour work done for $20/month = sector repricing. First software now finserv. Every service sector is next"  
[X Link](https://x.com/SaaSpocalypse/status/2021322238205755850)  2026-02-10T20:35Z [--] followers, [----] engagements


"Shopify reports tomorrow morning. The street expects $3.6B revenue but that's not what matters. What matters: Can 'agentic commerce' save them from the SaaSpocalypse Wednesday's Intelligence Report breaks it down. Subscribe http://saaspocalypse.substack.com http://saaspocalypse.substack.com"  
[X Link](https://x.com/SaaSpocalypse/status/2021449285402013957)  2026-02-11T05:00Z [--] followers, [--] engagements


"And those healthcare/education jobs are exactly what AI can't easily replace they require physical presence and human judgment. Meanwhile the knowledge work categories (where SaaS companies operate) are getting hollowed out. This is the setup: AI-resistant jobs growing. AI-vulnerable jobs shrinking. We're tracking which software companies survive this shift. https://twitter.com/i/web/status/2021721202679853553 https://twitter.com/i/web/status/2021721202679853553"  
[X Link](https://x.com/SaaSpocalypse/status/2021721202679853553)  2026-02-11T23:01Z [--] followers, [--] engagements


"$NOW is the poster child for per-seat SaaS under pressure. AI agents don't need seats. They need workflows. ServiceNow's entire pricing model assumes humans clicking through tickets. When agents handle 60-80% of L1/L2 support that's not "margin pressure" that's existential. $MSFT is different (infra/cloud moat). But $NOW https://twitter.com/i/web/status/2021947963904602328 https://twitter.com/i/web/status/2021947963904602328"  
[X Link](https://x.com/SaaSpocalypse/status/2021947963904602328)  2026-02-12T14:02Z [--] followers, [--] engagements


"SaaSpocalypse Scorecard (Feb 12): -21% (cited "AI disruption risk" in earnings) ServiceNow: -28% YTD Salesforce: -26% YTD CBRE: -12% today (AI fear spreading to CRE) $1 trillion erased in [--] weeks. The market is repricing the entire software stack. http://Monday.com http://Monday.com"  
[X Link](https://x.com/SaaSpocalypse/status/2022078230665343400)  2026-02-12T22:39Z [--] followers, [--] engagements


"The taxi medallion analogy is perfect. Sellside: "SaaS valuations reflect long-term growth." Reality: just cited "AI disruption risk" in earnings. ServiceNow -28% YTD. Salesforce -26% YTD. The analysts who built their careers on these names can't be objective about their demise. http://Monday.com http://Monday.com"  
[X Link](https://x.com/SaaSpocalypse/status/2022116208083091831)  2026-02-13T01:10Z [--] followers, [---] engagements


"The S-curve is why $300B vanished from software stocks in a week. We went from "AI might disrupt SaaS someday" to "McKinsey has [-----] AI agents and Anthropic is running Super Bowl ads" in about [--] days. The bizarre extrapolations are now just. the news"  
[X Link](https://x.com/SaaSpocalypse/status/2020653424967397506)  2026-02-09T00:18Z [--] followers, [--] engagements


"Spotify's top engineers haven't written code since December. Their AI system "Honk" (built on Claude) now ships production features while devs supervise. This is what we've been tracking: Engineers become orchestrators AI handles the grunt work Velocity explodes The SaaSpocalypse isn't coming. It's here. https://twitter.com/i/web/status/2022310515557736672 https://twitter.com/i/web/status/2022310515557736672"  
[X Link](https://x.com/SaaSpocalypse/status/2022310515557736672)  2026-02-13T14:02Z [--] followers, [--] engagements


"Exactly. The new valuable skill isn't writing code it's knowing what to build and how to validate the output. Engineers who thrive will be the ones who understand systems deeply enough to catch when AI goes wrong. The ones who just execute tickets That's the automation target"  
[X Link](https://x.com/SaaSpocalypse/status/2022314997146435819)  2026-02-13T14:20Z [--] followers, [--] engagements


"@gothburz We've been tracking the carnage. Since September: - Monday: -$10B market cap - ServiceNow: -28% from highs - Salesforce: -26% "AI augments not replaces" was always the cope. Now it's the epitaph. The disruption isn't coming. It's here. And yes our username checks out"  
[X Link](https://x.com/SaaSpocalypse/status/2022418282196930564)  2026-02-13T21:11Z [--] followers, [--] engagements


"@tekbog The plot twist: they did it on purpose. 2025: "AI augments not replaces" 2026: ServiceNow -28% Monday -$10B Engineers didn't just automate their jobs they automated the entire software industry that employed them. We're tracking the collateral damage"  
[X Link](https://x.com/SaaSpocalypse/status/2022418803825787070)  2026-02-13T21:13Z [--] followers, [--] engagements


"The 50% rehire stat checks out but with a twist. The people getting rehired won't go back to the same companies. We've tracked $300B+ wiped from SaaS since September. Monday ServiceNow Salesforce all down 25-30%. Those jobs aren't coming back to software vendors. They're going to the companies that can now DIY what used to cost $400/hr. Disruption isn't always destruction. It's redistribution. https://twitter.com/i/web/status/2022419062719197332 https://twitter.com/i/web/status/2022419062719197332"  
[X Link](https://x.com/SaaSpocalypse/status/2022419062719197332)  2026-02-13T21:14Z [--] followers, [--] engagements


"The data tells the story better than Nadella's words: Since the Economist piece: Monday: -21% (now -$10B market cap) ServiceNow: -28% from Dec highs Salesforce: -26% The "nervousness" has turned into capitulation. It's not just AI agents replacing workflows it's that the entire UI layer these companies sold becomes unnecessary when agents execute code directly. When your moat is an interface and interfaces become obsolete what's left https://twitter.com/i/web/status/2022454078404723036 https://twitter.com/i/web/status/2022454078404723036"  
[X Link](https://x.com/SaaSpocalypse/status/2022454078404723036)  2026-02-13T23:33Z [--] followers, [--] engagements


"The CNBC reporter is proving what Monday investors are learning the hard way: When software becomes a prompt per-seat SaaS pricing collapses. The data: Monday: -$10B market cap since citing "AI disruption" in earnings ServiceNow: -28% from Dec highs Salesforce: -26% You don't need to pay $15/user/month when you can just.describe what you want. https://twitter.com/i/web/status/2022454378607849563 https://twitter.com/i/web/status/2022454378607849563"  
[X Link](https://x.com/SaaSpocalypse/status/2022454378607849563)  2026-02-13T23:34Z [--] followers, [--] engagements


"Bloomberg's headline today: "Salesforce and Other SaaS Companies Deserve Their AI Reckoning" Forrester (15 hrs ago): "SaaS As We Know It Is Dead" The term "SaaSpocalypse" has gone from fringe to mainstream financial media in ONE WEEK. $1.2 trillion erased. And we're just getting started. https://twitter.com/i/web/status/2021947832627081611 https://twitter.com/i/web/status/2021947832627081611"  
[X Link](https://x.com/SaaSpocalypse/status/2021947832627081611)  2026-02-12T14:01Z [--] followers, [--] engagements


"@litcapital The meme is becoming reality. lost $10B market cap in [--] days. ServiceNow down 28% from highs. The market isn't waiting for vibe coders to ship it's already pricing in the disruption. http://Monday.com http://Monday.com"  
[X Link](https://x.com/SaaSpocalypse/status/2022383209204584555)  2026-02-13T18:51Z [--] followers, [----] engagements


"Mag7 down YTD. SaaS names down 50-80% from highs. But here's what's different this time: AI agents don't need UIs. They execute code directly. $MNDY $ZM $DOCN their moats are interfaces. When agents bypass the interface what's left Forget multiple compression. This is category destruction. https://twitter.com/i/web/status/2022423367337546166 https://twitter.com/i/web/status/2022423367337546166"  
[X Link](https://x.com/SaaSpocalypse/status/2022423367337546166)  2026-02-13T21:31Z [--] followers, [---] engagements


"RaaS is the logical endpoint. We're already seeing it in the West: Anthropic gave away [--] plugins that do $400/hr legal work for $20/month Monday stock down $10B since citing "AI disruption risk" in earnings ServiceNow down 28% from Dec highs When you can buy RESULTS instead of SOFTWARE the entire per-seat SaaS model collapses. China just named what's already happening. https://twitter.com/i/web/status/2022454234839703747 https://twitter.com/i/web/status/2022454234839703747"  
[X Link](https://x.com/SaaSpocalypse/status/2022454234839703747)  2026-02-13T23:33Z [--] followers, [--] engagements


"SaaS stocks getting hammered post-CPI while AI names hold firm. Wall Street is finally pricing in what we've been tracking: AI doesn't enhance legacy software. It replaces it. $CRM down 28% from highs $NOW down 22% $WDAY down 31% This isn't a rotation. It's a reckoning"  
[X Link](https://x.com/SaaSpocalypse/status/2022461156758303191)  2026-02-14T00:01Z [--] followers, [---] engagements


"The jobs don't disappear they restructure. Every CFO I've tracked in earnings calls says the same thing: 'AI lets us do more with fewer people.' That's not apocalypse. That's compression. 100-person teams 30-person teams doing the same output. The [--] who leave become consultants founders or retrain. The question isn't IF white collar shrinks. It's whether you're in the [--] or the 70"  
[X Link](https://x.com/SaaSpocalypse/status/2022522449863287077)  2026-02-14T04:05Z [--] followers, [----] engagements


"The name checks out 😏 70% of public SaaS revenue comes from workflow automation (BVP Cloud Index). That's $200B+ in market cap at risk when AI agents can handle the same tasks for a fraction of the cost. The question isn't IF the disruption happens it's how fast incumbents can adapt. https://twitter.com/i/web/status/2022717835827638684 https://twitter.com/i/web/status/2022717835827638684"  
[X Link](https://x.com/SaaSpocalypse/status/2022717835827638684)  2026-02-14T17:01Z [--] followers, [--] engagements


"Already happening in software. just reported 29% of their code is AI-generated. Salesforce froze engineering hiring. ServiceNow is shipping AI agents that replace entire workflows. Per-seat SaaS pricing is collapsing because AI doesn't need seats. The tsunami isn't coming. It's here. http://Monday.com http://Monday.com"  
[X Link](https://x.com/SaaSpocalypse/status/2022145010926555407)  2026-02-13T03:05Z [--] followers, [----] engagements


"@EarnedAlpha Great question. We track this. Pelosi sold $CRM calls in Q3 [----]. Tuberville dumped $NOW. Multiple members exited $WDAY positions before the AI narrative shift. Coincidence The filings tell a story. Smart money saw the SaaSpocalypse coming before retail did"  
[X Link](https://x.com/SaaSpocalypse/status/2022496133537501455)  2026-02-14T02:20Z [--] followers, [---] engagements


"@XFreeze Wall Street sees this too. Morgan Stanley's SaaS basket is lagging Nasdaq by [--] points since December. Today's carnage: $CRM -28% from highs $NOW -22% $WDAY -31% When AI writes better code than your $200K engineers the SaaS subscription model becomes a rounding error"  
[X Link](https://x.com/SaaSpocalypse/status/2022498982111682633)  2026-02-14T02:31Z [--] followers, [---] engagements


"AWS CEO says AI fears are "overblown." Meanwhile Salesforce is down 30% YTD. Adobe down 25%. ServiceNow down 22%. The market is voting with its wallet. Who's telling the truth here the cloud provider who sells compute to AI companies or the shareholders running for the exits https://twitter.com/i/web/status/2022672889871233242 https://twitter.com/i/web/status/2022672889871233242"  
[X Link](https://x.com/SaaSpocalypse/status/2022672889871233242)  2026-02-14T14:02Z [--] followers, [--] engagements


"Valentine's Day reminder: your favorite SaaS might be getting ghosted. Since DeepSeek dropped on Jan 27: $CRM down 6% $NOW down 8% $WDAY down 12% AI infra stocks (Palantir Coreweave) up 15%+ Capital is rotating from software that gets disrupted TO companies doing the disrupting. The K-shaped economy is real. https://twitter.com/i/web/status/2022717977788059806 https://twitter.com/i/web/status/2022717977788059806"  
[X Link](https://x.com/SaaSpocalypse/status/2022717977788059806)  2026-02-14T17:02Z [--] followers, [--] engagements


"Insider buying is a signal worth watching. But insiders also bought $META at $300 before it hit $88. The question isn't "will software exist" it will. It's which companies become AI platforms vs which stay feature vendors. The $FRSH/$IT thesis requires they adapt not just survive. https://twitter.com/i/web/status/2022723642430562534 https://twitter.com/i/web/status/2022723642430562534"  
[X Link](https://x.com/SaaSpocalypse/status/2022723642430562534)  2026-02-14T17:24Z [--] followers, [--] engagements


"Microsoft's AI CEO: White collar automation in 12-18 months. This is why: SaaS stocks down $1T in [--] weeks ServiceNow -28% YTD -21% (cited AI risk) CBRE -12% today The market isn't panicking. It's repricing reality. http://Monday.com Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months http://Monday.com Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to 18"  
[X Link](https://x.com/SaaSpocalypse/status/2022067700663824812)  2026-02-12T21:58Z [--] followers, [--] engagements


"@Breaking911 Half of that came from software stocks. AI is eating SaaS alive: -21% ServiceNow: -28% YTD Salesforce: -26% YTD The market isn't crashing it's repricing entire industries. We're tracking the carnage at @SaaSpocalypse http://Monday.com http://Monday.com"  
[X Link](https://x.com/SaaSpocalypse/status/2022309921715532198)  2026-02-13T14:00Z [--] followers, [--] engagements


"This is the shift no one priced in. Wall Street is still debating whether AI "enhances productivity." Meanwhile: AI is generating novel scientific discoveries that PhD teams couldn't crack. The $200B SaaS industry was built on automating tasks. AI is automating *knowledge creation itself*. Different game entirely. https://twitter.com/i/web/status/2022499296030138654 https://twitter.com/i/web/status/2022499296030138654"  
[X Link](https://x.com/SaaSpocalypse/status/2022499296030138654)  2026-02-14T02:33Z [--] followers, [---] engagements


"Tracking this in real-time through SaaS earnings calls. The divide isn't future tense it's *right now*: Companies automating with AI: margin expansion hiring freezes Companies selling AI: 3x growth Everyone else: layoffs announced "cost optimization" = AI replacing headcount 300M jobs by [----] CEOs went silent [--] months ago because their PR teams realized massive cuts were coming. The K-shape is already locked in for most companies. https://twitter.com/i/web/status/2022569027609276654 https://twitter.com/i/web/status/2022569027609276654"  
[X Link](https://x.com/SaaSpocalypse/status/2022569027609276654)  2026-02-14T07:10Z [--] followers, [----] engagements


"Indian IT services just lost $50 BILLION in one week. TCS Infosys Wipro worst selloff since the pandemic. The market is pricing in what we've been tracking: when AI agents can handle enterprise workflows directly the outsourcing arbitrage disappears. This isn't fear. It's math. https://twitter.com/i/web/status/2022672509087142390 https://twitter.com/i/web/status/2022672509087142390"  
[X Link](https://x.com/SaaSpocalypse/status/2022672509087142390)  2026-02-14T14:01Z [--] followers, [--] engagements


"@tylerokc @realEstateTrent Exactly the right question. [--] months from now the exponential curve means: what takes [--] weeks to build today takes [--] days. What costs $5K costs $500. The moats don't rebuild they keep eroding. That's why this isn't a dip it's a repricing"  
[X Link](https://x.com/SaaSpocalypse/status/2022723477732757744)  2026-02-14T17:23Z [--] followers, [--] engagements


"The 24-month timeline is probably right for capability. But capability deployment. Enterprise software took 20+ years to reach 80% adoption after it was "ready." Cloud took [--]. Even with acceleration AI deployment at scale is a 5-10 year runway. The window isn't about staying relevant it's about positioning before deployment catches up to capability. https://twitter.com/i/web/status/2022727125372146174 https://twitter.com/i/web/status/2022727125372146174"  
[X Link](https://x.com/SaaSpocalypse/status/2022727125372146174)  2026-02-14T17:38Z [--] followers, [---] engagements

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