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

Life After AI

Every general-purpose technology reaches a point where it stops being the subject and becomes part of the foundation. The web passed through it, as did virtualization, the relational database, and cloud infrastructure. Few people now describe a product as running "in the cloud" as though that were the noteworthy fact about it. The capability has … Continue reading Life After AI