📉 SaaS Great Collapse: Is Artificial Intelligence Ending the $1 Trillion Software Era?
As the cryptocurrency market fluctuates, Wall Street's traditional software industry is experiencing a true "horror movie." In just one week, the software sector has seen its market value evaporate by nearly $1 trillion. Traders have dubbed this dire situation the "SaaS Apocalypse."
What happened?
The traditional subscription model of "Software as a Service" (SaaS), which once earned giants like Salesforce and Adobe vast fortunes, is beginning to collapse under the pressure of AI.
Core Crisis Points:
The "per-user subscription" model is failing: In the past, companies purchased accounts based on the number of employees. The rise of AI agents: Anthropic's latest AI release shows that artificial intelligence can now autonomously complete tasks, no longer just serving as an "auxiliary tool." Chain Reaction: AI replacing human operations = companies no longer need as many subscription accounts = software giants' revenues shrink dramatically.🤖
What does this mean for us?
Investors are panicking: If an AI agent can take over the work of an entire department, who will still buy hundreds or thousands of expensive software licenses?
What’s your view?
Is this just temporary market panic (FUD), or is it the end of the Web2 software giant era? Will funds accelerate from traditional tech stocks into the AI crypto race?👇
#SaaS #人工智能 #华尔街 #Anthropic #Aİ
