The SaaS sector has recently shed over $1 trillion in market capitalisation since the start of 2026. The market’s verdict has been swift, simple, and almost unanimous: AI code agents are about to commoditise every software product on...
ChatGPT launched in November 2022 and hit 100 million users within months, kicking off a whirlwind AI trade — from ’s massive rally to more recent turbulence in software stocks. Despite the flurry of headlines this week, one...