Vibe Coding, AI Disruption, and the Restructuring of the SaaS Market

In early February 2026, a sharp software-sector selloff, widely described in market commentary as the "SaaSpocalypse," erased hundreds of billions of dollars in SaaS and software-services market value. Anthropic's release of Claude Cowork plugins gave investors a concrete example around which to reprice a concern that had been building for more than a year: AI-assisted … Continue reading Vibe Coding, AI Disruption, and the Restructuring of the SaaS Market